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First Trust Capital Strength ETF

291 hedge funds and large institutions have $4.34B invested in First Trust Capital Strength ETF in 2021 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 128 increasing their positions, 108 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 23

19% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 108

2% more funds holding

Funds holding: 286291 (+5)

4% more capital invested

Capital invested by funds: $4.16B → $4.34B (+$187M)

0.58% less ownership

Funds ownership: 58.95%58.37% (-0.58%)

13% less funds holding in top 10

Funds holding in top 10: 3833 (-5)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $91K

Holders
291
Holders Change
+5
Holders Change %
+1.75%
% of All Funds
5.11%
Holding in Top 10
33
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.16%
% of All Funds
0.58%
New
32
Increased
128
Reduced
108
Closed
23
Calls
Puts
$91K
Net Calls
-$91K
Net Calls Change
+$595K
Name Holding Trade Value Shares
Change
Change in
Stake
GLA
226
Good Life Advisors
Pennsylvania
$325K -$36K -530 -10%
IA
227
Insight Advisors
Pennsylvania
$323K -$79.6K -1,170 -21%
MWM
228
Meridian Wealth Management
Kentucky
$311K +$299K +4,393 New
JCM
229
Jacobi Capital Management
Pennsylvania
$309K +$33.2K +488 +13%
CIA
230
Compass Ion Advisors
Pennsylvania
$292K -$118K -1,732 -30%
Renaissance Technologies
231
Renaissance Technologies
New York
$290K +$279K +4,100 New
WWM
232
WJ Wealth Management
Arizona
$289K -$214K -3,150 -44%
CHC
233
City Holding Co
West Virginia
$281K +$31.3K +460 +13%
CAM
234
Concorde Asset Management
Michigan
$273K -$80.1K -1,178 -23%
CAM
235
Cresset Asset Management
Illinois
$268K
PAG
236
Private Advisory Group
Washington
$264K -$24.3K -357 -9%
WA
237
Wealth Advisors
California
$261K -$181K -2,668 -62%
MC
238
Moors & Cabot
Massachusetts
$248K +$7.48K +110 +3%
WAG
239
Winthrop Advisory Group
Massachusetts
$245K -$46.9K -689 -17%
WP
240
WealthPLAN Partners
Nebraska
$236K -$5.03K -74 -2%
MFS
241
Madrona Financial Services
Washington
$226K -$11.5M -169,133 -98%
BRWM
242
B. Riley Wealth Management
Tennessee
$223K +$214K +3,146 New
Bank of New York Mellon
243
Bank of New York Mellon
New York
$215K -$74.8K -1,100 -27%
IAA
244
Independent Advisor Alliance
North Carolina
$214K +$612 +9 +0.3%
CF
245
Centaurus Financial
California
$214K +$12.1K +178 +6%
FFA
246
Founders Financial Alliance
North Carolina
$212K +$32.7K +481 +21%
WMA
247
Wealth Management Associates
New Jersey
$211K +$202K +2,973 New
CP
248
Camelot Portfolios
Ohio
$208K +$200K +2,935 New
Creative Planning
249
Creative Planning
Kansas
$207K +$199K +2,929 New
SFPG
250
Stonebridge Financial Planning Group
Florida
$170K +$20.4K +300 +15%