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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
Fidelity Investments
251
Fidelity Investments
Massachusetts
$162K +$65.4K +961 +73%
CAPTRUST Financial Advisors
252
CAPTRUST Financial Advisors
North Carolina
$157K +$104K +1,536 +224%
CA
253
Crewe Advisors
Utah
$149K +$136K +2,000 +1,818%
AWM
254
Avior Wealth Management
Nebraska
$111K +$107K +1,574 New
IF
255
Ironwood Financial
Arizona
$97K
BDWM
256
Brewin Dolphin Wealth Management
Ireland
$93.8K
GWS
257
Glassman Wealth Services
Virginia
$71K
PB
258
Pinnacle Bancorp
Nebraska
$64K -$16.7K -245 -21%
S
259
SignatureFD
Georgia
$56K -$50.9K -749 -49%
GEA
260
Glen Eagle Advisors
New Jersey
$47.8K -$1.7K -25 -4%
Jones Financial Companies
261
Jones Financial Companies
Missouri
$42K +$40.8K +600 New
DI
262
Disciplined Investments
Oklahoma
$41K -$9.73K -143 -20%
CWA
263
Clearview Wealth Advisors
Oregon
$41K +$136 +2 +0.3%
MAM
264
Meeder Asset Management
Ohio
$35K
AIM
265
Axiom Investment Management
New York
$35K +$29.4K +432 +635%
FHA
266
First Horizon Advisors
Tennessee
$33K +$31.9K +469 New
APW
267
Acima Private Wealth
Virginia
$32K
CIA
268
Choate Investment Advisors
Massachusetts
$29K
MCM
269
MV Capital Management
Maryland
$29K +$27.8K +408 New
MFT
270
Moisand Fitzgerald Tamayo
Florida
$27K
PMFA
271
Plante Moran Financial Advisors
Michigan
$24K
TAM
272
Tucker Asset Management
Colorado
$23.4K -$1.02K -15 -4%
HWMA
273
Heritage Wealth Management (Arizona)
Arizona
$23K +$21.8K +320 New
GI
274
Gradient Investments
Minnesota
$22K
SCA
275
Stonebridge Capital Advisors
Minnesota
$19K +$18.7K +275 New