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First Trust Growth Strength ETF

158 hedge funds and large institutions have $676M invested in First Trust Growth Strength ETF in 2024 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 84 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 12

265% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 23

27% more capital invested

Capital invested by funds: $531M → $676M (+$145M)

22% more funds holding

Funds holding: 129158 (+29)

2.59% less ownership

Funds ownership: 80.15%77.56% (-2.6%)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
158
Holders Change
+29
Holders Change %
+22.48%
% of All Funds
2.08%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
44
Increased
84
Reduced
23
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$120M +$30.4M +945,823 +33%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$45.7M +$13.4M +418,807 +40%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$31.8M +$16.6M +515,813 +104%
Raymond James Financial
4
Raymond James Financial
Florida
$30.9M +$31.6M +984,173 New
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$29.8M +$4.4M +137,059 +17%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$28M +$2.38M +74,004 +9%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$22.3M +$9.02M +280,846 +66%
KAS
8
Kestra Advisory Services
Texas
$21M +$1.13M +35,048 +6%
PFS
9
Prospera Financial Services
Texas
$14.8M +$1.16M +36,166 +8%
Stifel Financial
10
Stifel Financial
Missouri
$14.4M -$86.7K -2,702 -0.6%
AssetMark Inc
11
AssetMark Inc
California
$13.9M +$4.78M +148,966 +51%
Osaic Holdings
12
Osaic Holdings
Arizona
$13.6M +$3.59M +111,816 +35%
ODFS
13
O'Donnell Financial Services
California
$13M +$1.17M +36,305 +9%
Morgan Stanley
14
Morgan Stanley
New York
$12.6M +$8.66M +269,602 +203%
IWC
15
Integrated Wealth Concepts
Massachusetts
$12.3M +$5.53M +172,198 +78%
PAG
16
Private Advisor Group
New Jersey
$10.6M +$982K +30,599 +10%
PNC
17
Park National Corp
Ohio
$10.2M -$58.4K -1,819 -0.6%
AWS
18
Atria Wealth Solutions
New York
$8.17M +$295K +9,184 +4%
RA
19
RiverTree Advisors
Florida
$7.93M -$463K -14,412 -5%
PIS
20
POM Investment Strategies
North Carolina
$7.76M +$208K +6,490 +3%
HPC
21
Hobart Private Capital
North Carolina
$6.28M +$257K +8,009 +4%
SPC
22
Sigma Planning Corp
Michigan
$6.25M +$951K +29,614 +17%
AWM
23
AE Wealth Management
Kansas
$6.11M +$1.29M +40,237 +26%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$6.08M -$488K -15,212 -7%
KPWS
25
Kestra Private Wealth Services
Texas
$5.97M -$1.58M -49,197 -21%