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First Trust RBA American Industrial Renaissance ETF

102 hedge funds and large institutions have $283M invested in First Trust RBA American Industrial Renaissance ETF in 2023 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 40 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

54% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 26

33% more capital invested

Capital invested by funds: $212M → $283M (+$70.8M)

16% more funds holding

Funds holding: 88102 (+14)

2.79% more ownership

Funds ownership: 70.91%73.71% (+2.8%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
102
Holders Change
+14
Holders Change %
+15.91%
% of All Funds
1.6%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
21
Increased
40
Reduced
26
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
76
Stratos Wealth Partners
Ohio
$214K +$192K +3,961 New
RJT
77
Raymond James Trust
Florida
$214K +$192K +3,962 New
GVAG
78
Great Valley Advisor Group
Delaware
$205K +$184K +3,799 New
CAL
79
Capital Advisors Ltd
Ohio
$182K
LF
80
Lee Financial
Texas
$108K
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$106K +$57.7K +1,193 +154%
AA
82
AlphaMark Advisors
Kentucky
$85K
US Bancorp
83
US Bancorp
Minnesota
$78.1K +$69.9K +1,445 New
Wells Fargo
84
Wells Fargo
California
$52K
GWM
85
Geneos Wealth Management
Colorado
$48.7K -$797K -16,484 -95%
DWMG
86
DB Wealth Management Group
California
$48.4K
TFGT
87
TS Financial Group (TSFG)
Illinois
$41K +$48 +1 +0.1%
Fidelity Investments
88
Fidelity Investments
Massachusetts
$36.3K +$870 +18 +3%
CFGS
89
Concourse Financial Group Securities
Alabama
$29.9K
CFD
90
Creative Financial Designs
Indiana
$19.2K +$11.6K +239 +208%
GRP
91
Global Retirement Partners
California
$13.1K +$11.7K +242 New
CTWM
92
Cherry Tree Wealth Management
Minnesota
$11.9K +$10.7K +221 New
GI
93
Gradient Investments
Minnesota
$6.81K
AWM
94
Avior Wealth Management
Nebraska
$6.11K
FFA
95
Founders Financial Alliance
North Carolina
$5.78K +$5.17K +107 New
BC
96
Barrett & Company
Rhode Island
$5.42K
JWA
97
JFS Wealth Advisors
Pennsylvania
$4.33K
C
98
Covestor
United Kingdom
$2K
IA
99
IFP Advisors
Florida
$1.51K
FA
100
Fiduciary Alliance
South Carolina
$919 +$822 +17 New