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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
DWP
276
Destiny Wealth Partners
Florida
$12K +$11.8K +180 New
LAS
277
Lloyd Advisory Services
Georgia
$11K -$3.01K -46 -22%
MIM
278
MTM Investment Management
South Carolina
$11K +$10.5K +160 New
SL
279
Savior LLC
Massachusetts
$10K
APC
280
Aspire Private Capital
North Carolina
$9K
PFA
281
Professional Financial Advisors
Nebraska
$7K +$6.54K +100 New
CA
282
Crewe Advisors
Utah
$7K +$7.19K +110 New
BlackRock
283
BlackRock
New York
$4K
BC
284
Bartlett & Co
Ohio
$4K +$3.86K +59 New
BWA
285
BDO Wealth Advisors
Florida
$4K +$4.05K +62 New
BCWM
286
Bartlett & Co Wealth Management
Ohio
$3.98K +$3.86K +59 New
CRI
287
Colonial River Investments
Virginia
$794 +$758K +11,598 New
AIM
288
Axiom Investment Management
New York
$34 +$4.45K +68 New
WI
289
Wintrust Investments
Illinois
-$10.9M -172,234 Closed
IAIM
290
International Assets Investment Management
Florida
-$3.04M -48,001 Closed
MFG
291
Merit Financial Group
Georgia
-$1.77M -28,020 Closed
PFG
292
Pacific Financial Group
Washington
-$1.75M -27,665 Closed
Citadel Advisors
293
Citadel Advisors
Florida
-$895K -14,148 Closed
BRWM
294
B. Riley Wealth Management
Tennessee
-$882K -13,940 Closed
IWA
295
Intercontinental Wealth Advisors
Texas
-$550K -8,700 Closed
LFG
296
Larson Financial Group
Missouri
-$472K -7,455 Closed
CA
297
Clearstead Advisors
Ohio
-$87K -1,374 Closed
WP
298
WealthShield Partners
North Carolina
-$54K -856 Closed
AA
299
Advisory Alpha
Michigan
-$13K -200 Closed
HIA
300
Harbor Investment Advisory
Maryland
+$261 +4 New