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First Trust RBA American Industrial Renaissance ETF

88 hedge funds and large institutions have $212M invested in First Trust RBA American Industrial Renaissance ETF in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

45% more capital invested

Capital invested by funds: $146M → $212M (+$66.3M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

25% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 24

10% more funds holding

Funds holding: 8088 (+8)

4.01% more ownership

Funds ownership: 66.91%70.91% (+4%)

Holders
88
Holders Change
+8
Holders Change %
+10%
% of All Funds
1.4%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
20
Increased
30
Reduced
24
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$30.6M +$25.8M +539,604 +553%
Morgan Stanley
2
Morgan Stanley
New York
$24.4M +$5.14M +107,222 +27%
LPL Financial
3
LPL Financial
California
$20.3M +$6.49M +135,564 +47%
UBS Group
4
UBS Group
Switzerland
$18.6M +$1.82M +37,956 +11%
RJA
5
Raymond James & Associates
Florida
$10.3M +$78.4K +1,637 +0.8%
HighTower Advisors
6
HighTower Advisors
Illinois
$7.4M +$5.17M +107,836 +233%
AOG
7
Alpha Omega Group
Virginia
$6.72M -$414K -8,638 -6%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$5.95M +$1.95M +40,772 +49%
AW
9
Atlas Wealth
Ohio
$5.23M -$87K -1,817 -2%
IGWM
10
ICA Group Wealth Management
Colorado
$4.64M +$618K +12,895 +15%
MAG
11
MRA Advisory Group
New Jersey
$4.36M -$315K -6,584 -7%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$4.17M -$1.13M -23,504 -21%
TF
13
Theory Financial
Colorado
$3.86M -$66.4K -1,386 -2%
AAS
14
Avantax Advisory Services
Texas
$3.81M +$14.6K +304 +0.4%
Osaic Holdings
15
Osaic Holdings
Arizona
$3.7M +$129K +2,692 +4%
HI
16
Harbour Investments
Wisconsin
$3.44M -$10.7K -224 -0.3%
PS
17
Portfolio Strategies
New York
$3.23M +$3.22M +67,265 New
KAS
18
Kestra Advisory Services
Texas
$3.07M +$1.37M +28,521 +81%
SFI
19
SPC Financial Inc
Maryland
$2.92M -$42.7K -891 -1%
FEM
20
Fulcrum Equity Management
Texas
$2.86M -$96K -2,004 -3%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$2.57M +$883K +18,428 +53%
SI
22
Stephens Inc
Arkansas
$2.39M +$2.39M +49,812 New
SPC
23
Sigma Planning Corp
Michigan
$2.32M +$1.26M +26,329 +120%
Truist Financial
24
Truist Financial
North Carolina
$2.12M -$35.4K -739 -2%
Goldman Sachs
25
Goldman Sachs
New York
$2.06M +$919K +19,183 +81%