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First Trust Capital Strength ETF

541 hedge funds and large institutions have $4.86B invested in First Trust Capital Strength ETF in 2025 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 159 increasing their positions, 237 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 42

5% more funds holding

Funds holding: 516541 (+25)

0.2% more ownership

Funds ownership: 59.86%60.07% (+0.2%)

4% less capital invested

Capital invested by funds: $5.08B → $4.86B (-$220M)

8% less funds holding in top 10

Funds holding in top 10: 2523 (-2)

33% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 237

Holders
541
Holders Change
+25
Holders Change %
+4.84%
% of All Funds
6.58%
Holding in Top 10
23
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8%
% of All Funds
0.28%
New
74
Increased
159
Reduced
237
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$710M -$36.8M -397,912 -5%
Morgan Stanley
2
Morgan Stanley
New York
$520M -$14.9M -161,475 -3%
Raymond James Financial
3
Raymond James Financial
Florida
$417M -$31.6M -341,692 -7%
Wells Fargo
4
Wells Fargo
California
$268M -$15.5M -167,342 -5%
Bank of America
5
Bank of America
North Carolina
$150M -$5.2M -56,271 -3%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$141M -$9.49M -102,634 -6%
UBS Group
7
UBS Group
Switzerland
$131M +$1.11M +11,966 +0.8%
Osaic Holdings
8
Osaic Holdings
Arizona
$117M -$7.06M -76,410 -6%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$109M +$2.05M +22,147 +2%
Ameriprise
10
Ameriprise
Minnesota
$102M +$11.7M +126,294 +13%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$101M -$3.91M -42,319 -4%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$90.7M -$2.86M -30,925 -3%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$83.6M -$20.1M -217,043 -19%
Stifel Financial
14
Stifel Financial
Missouri
$68.7M -$246K -2,665 -0.4%
Jones Financial Companies
15
Jones Financial Companies
Missouri
$68.1M +$6.61M +71,456 +11%
PAG
16
Private Advisor Group
New Jersey
$59.9M -$7.63M -82,523 -11%
Truist Financial
17
Truist Financial
North Carolina
$52.6M -$251K -2,717 -0.5%
CIA
18
Concurrent Investment Advisors
Florida
$43.5M +$1.37M +14,814 +3%
SOS
19
Silver Oak Securities
Tennessee
$40M -$871K -9,427 -2%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$38.7M +$1.54M +16,707 +4%
HI
21
Harbour Investments
Wisconsin
$37.1M -$17.7M -191,701 -32%
KAS
22
Kestra Advisory Services
Texas
$35.5M -$260K -2,816 -0.7%
AFA
23
American Financial Advisors
Georgia
$34.1M -$908K -9,820 -3%
PIA
24
Pollock Investment Advisors
Michigan
$33.5M -$943K -10,199 -3%
PNC
25
Park National Corp
Ohio
$31.3M -$2.04M -22,108 -6%