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First Trust Capital Strength ETF

155 hedge funds and large institutions have $1.51B invested in First Trust Capital Strength ETF in 2019 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 78 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 29

162% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 13

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

21% more capital invested

Capital invested by funds: $1.25B → $1.51B (+$258M)

14% more funds holding

Funds holding: 136155 (+19)

2.3% more ownership

Funds ownership: 50.72%53.02% (+2.3%)

Holders
155
Holders Change
+19
Holders Change %
+13.97%
% of All Funds
3.4%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.24%
New
34
Increased
78
Reduced
29
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWAG
26
Spectrum Wealth Advisory Group
California
$9.85M +$1.98M +34,781 +25%
SB
27
Suntrust Banks
Georgia
$9.68M +$916K +16,092 +10%
AWM
28
AE Wealth Management
Kansas
$9.45M -$50.2K -882 -0.5%
MFS
29
Madrona Financial Services
Washington
$8.9M +$2.1K +37 +0%
MF
30
Madrona Funds
Washington
$8.9M +$8.92M +156,785 New
JFA
31
JNBA Financial Advisors
Minnesota
$8.8M +$268K +4,704 +3%
IA
32
IFP Advisors
Florida
$8.53M +$8.59M +150,896 New
SPC
33
Sigma Planning Corp
Michigan
$8.16M +$2.39M +42,055 +41%
FAAS
34
First Allied Advisory Services
California
$7.99M +$2.42M +42,470 +43%
SS
35
Simplicity Solutions
Minnesota
$7.03M -$163K -2,870 -2%
SWP
36
Stratos Wealth Partners
Ohio
$6.93M +$958K +16,840 +16%
IWS
37
Insight Wealth Strategies
California
$6.93M +$706K +12,410 +11%
WI
38
Wintrust Investments
Illinois
$6.54M +$212K +3,723 +3%
CAN
39
Cetera Advisor Networks
California
$6.47M +$210K +3,690 +3%
SPIA
40
Steward Partners Investment Advisory
New York
$5.9M +$124K +2,180 +2%
FAIM
41
Financial Advocates Investment Management
Washington
$5.57M +$897K +15,764 +19%
GVAG
42
Great Valley Advisor Group
Delaware
$5.27M -$18.3K -321 -0.3%
WWM
43
Western Wealth Management
Colorado
$5.02M +$685K +12,038 +16%
LNC
44
Lincoln National Corp
Pennsylvania
$4.7M +$1.91M +33,634 +68%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$4.7M +$3.86M +67,773 +453%
VBFG
46
Vishria Bird Financial Group
Tennessee
$4.68M +$4.69M +82,478 New
GSWM
47
Golden State Wealth Management
California
$4.53M +$181K +3,173 +4%
DADC
48
D.A. Davidson & Co
Montana
$4.48M +$105K +1,841 +2%
SIM
49
SSI Investment Management
California
$4.18M +$4.19M +73,637 New
MIAN
50
Mariner Independent Advisor Network
Kansas
$4.18M -$24.4K -429 -0.6%