We are live on ! Find out more
FTCS icon

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
PB
251
Pinnacle Bancorp
Nebraska
$78K
CWM
252
Cranbrook Wealth Management
Michigan
$70K +$9.74K +149 +17%
GWS
253
Glassman Wealth Services
Virginia
$68K
PGAM
254
Princeton Global Asset Management
New Jersey
$58K +$56K +857 New
DI
255
Disciplined Investments
Oklahoma
$49K
GEA
256
Glen Eagle Advisors
New Jersey
$47.3K -$6.54K -100 -13%
CAPTRUST Financial Advisors
257
CAPTRUST Financial Advisors
North Carolina
$46K -$49.7K -760 -53%
CWA
258
Clearview Wealth Advisors
Oregon
$39K +$37.9K +579 New
LIA
259
Luken Investment Analytics
Tennessee
$38K +$37.1K +568 New
BWA
260
Burt Wealth Advisors
Maryland
$34K
RIM
261
Rockbridge Investment Management
New York
$34K +$32.7K +500 New
MAM
262
Meeder Asset Management
Ohio
$33K +$32.4K +495 New
Fifth Third Bancorp
263
Fifth Third Bancorp
Ohio
$30K
APW
264
Acima Private Wealth
Virginia
$30K +$29.4K +450 New
CIA
265
Choate Investment Advisors
Massachusetts
$27K
JAWM
266
J. Arnold Wealth Management
Ohio
$27K +$26.1K +400 New
MFT
267
Moisand Fitzgerald Tamayo
Florida
$26K
TAM
268
Tucker Asset Management
Colorado
$23.3K +$22.6K +345 New
PMFA
269
Plante Moran Financial Advisors
Michigan
$23K
GI
270
Gradient Investments
Minnesota
$19K
HNB
271
Huntington National Bank
Ohio
$15K
LWM
272
Liberty Wealth Management
California
$15K +$11.2K +171 +267%
AF
273
Allworth Financial
California
$13K +$65 +1 +0.5%
BFC
274
Bedel Financial Consulting
Indiana
$13K +$12.7K +195 New
WWMSC
275
Wagner Wealth Management (South Carolina)
South Carolina
$12K +$11.6K +177 New