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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
COCM
276
Charter Oak Capital Management
New Hampshire
$18K +$17.6K +259 New
LWM
277
Liberty Wealth Management
California
$15K
WWMSC
278
Wagner Wealth Management (South Carolina)
South Carolina
$15K +$1.9K +28 +16%
AF
279
Allworth Financial
California
$14K
BFC
280
Bedel Financial Consulting
Indiana
$14K
DWP
281
Destiny Wealth Partners
Florida
$13K +$68 +1 +0.6%
SL
282
Savior LLC
Massachusetts
$11K
APC
283
Aspire Private Capital
North Carolina
$10K
LAS
284
Lloyd Advisory Services
Georgia
$8K -$3.33K -49 -30%
PFA
285
Professional Financial Advisors
Nebraska
$7K
MWA
286
Moser Wealth Advisors
Washington
$7K +$6.87K +101 New
BCWM
287
Bartlett & Co Wealth Management
Ohio
$4.18K
BC
288
Bartlett & Co
Ohio
$4K
BWA
289
BDO Wealth Advisors
Florida
$4K
BlackRock
290
BlackRock
New York
$4K
TF
291
TimeScale Financial
Massachusetts
$4K +$3.47K +51 New
SIC
292
Salem Investment Counselors
North Carolina
$2K +$2.24K +33 New
RIA
293
Regal Investment Advisors
Michigan
-$19.5M -289,257 Closed
Janney Montgomery Scott
294
Janney Montgomery Scott
Pennsylvania
-$12.6M -186,893 Closed
VBFG
295
Vishria Bird Financial Group
Tennessee
-$6.5M -96,353 Closed
QWM
296
Quaker Wealth Management
New Jersey
-$6.09M -90,282 Closed
SF
297
Synovus Financial
Georgia
-$4.91M -72,802 Closed
Goldman Sachs
298
Goldman Sachs
New York
-$3.71M -55,019 Closed
Jane Street
299
Jane Street
New York
-$1.49M -22,057 Closed
CIAS
300
Capital Investment Advisory Services
North Carolina
-$943K -13,971 Closed