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First Trust Capital Strength ETF

286 hedge funds and large institutions have $4.16B invested in First Trust Capital Strength ETF in 2020 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 134 increasing their positions, 63 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

536% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 11

113% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 63

90% more funds holding in top 10

Funds holding in top 10: 2038 (+18)

25% more funds holding

Funds holding: 229286 (+57)

20% more capital invested

Capital invested by funds: $3.45B → $4.16B (+$704M)

2.13% more ownership

Funds ownership: 56.83%58.95% (+2.1%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $686K

Holders
286
Holders Change
+57
Holders Change %
+24.89%
% of All Funds
5.06%
Holding in Top 10
38
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+90%
% of All Funds
0.67%
New
70
Increased
134
Reduced
63
Closed
11
Calls
Puts
$686K
Net Calls
-$686K
Net Calls Change
+$671K
Name Holding Trade Value Shares
Change
Change in
Stake
KBFS
226
Kohmann Bosshard Financial Services
Ohio
$354K +$343K +5,249 New
GLA
227
Good Life Advisors
Pennsylvania
$345K -$3.79K -58 -1%
LFF
228
Level Four Financial
Texas
$345K +$334K +5,104 New
CAM
229
Concorde Asset Management
Michigan
$340K +$36.4K +557 +12%
WSC
230
Wellington Shields & Co
New York
$283K -$45.7K -699 -14%
WAG
231
Winthrop Advisory Group
Massachusetts
$280K +$271K +4,145 New
Bank of New York Mellon
232
Bank of New York Mellon
New York
$279K +$3.27K +50 +1%
TCA
233
Transcend Capital Advisors
New Jersey
$279K +$270K +4,130 New
PAG
234
Private Advisory Group
Washington
$276K -$273K -4,181 -51%
JCM
235
Jacobi Capital Management
Pennsylvania
$262K +$46.1K +705 +22%
CAL
236
Capital Analysts LLC
Pennsylvania
$260K +$65.4K +1,000 +35%
CAM
237
Cresset Asset Management
Illinois
$255K +$247K +3,785 New
Fisher Asset Management
238
Fisher Asset Management
Washington
$247K +$239K +3,662 New
CHC
239
City Holding Co
West Virginia
$237K
MC
240
Moors & Cabot
Massachusetts
$228K +$222K +3,402 New
WP
241
WealthPLAN Partners
Nebraska
$216K -$199K -3,051 -49%
CS
242
Capital Square
Tennessee
$207K +$201K +3,076 New
IAA
243
Independent Advisor Alliance
North Carolina
$203K +$197K +3,006 New
CF
244
Centaurus Financial
California
$192K +$4.97K +76 +3%
FFA
245
Founders Financial Alliance
North Carolina
$158K +$104K +1,595 +217%
SFPG
246
Stonebridge Financial Planning Group
Florida
$138K -$7.19K -110 -5%
S
247
SignatureFD
Georgia
$104K -$16.1K -247 -14%
IF
248
Ironwood Financial
Arizona
$93K -$10.5K -160 -10%
BDWM
249
Brewin Dolphin Wealth Management
Ireland
$89.4K
Fidelity Investments
250
Fidelity Investments
Massachusetts
$89K -$850 -13 -1%