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First Trust Capital Strength ETF

188 hedge funds and large institutions have $1.82B invested in First Trust Capital Strength ETF in 2019 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 91 increasing their positions, 30 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 15

203% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 30

36% more funds holding in top 10

Funds holding in top 10: 1115 (+4)

21% more funds holding

Funds holding: 155188 (+33)

21% more capital invested

Capital invested by funds: $1.51B → $1.82B (+$310M)

0.8% more ownership

Funds ownership: 53.02%53.81% (+0.8%)

Holders
188
Holders Change
+33
Holders Change %
+21.29%
% of All Funds
3.7%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.3%
New
54
Increased
91
Reduced
30
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
26
AE Wealth Management
Kansas
$11.7M +$1.64M +28,196 +17%
FAAS
27
First Allied Advisory Services
California
$11.5M +$2.91M +49,956 +36%
AIC
28
Archer Investment Corporation
Indiana
$11.2M +$95.9K +1,646 +0.9%
SWAG
29
Spectrum Wealth Advisory Group
California
$11M +$469K +8,050 +5%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$9.6M -$2.28M -39,129 -20%
MFS
31
Madrona Financial Services
Washington
$9.42M -$39.4K -677 -0.4%
WCFA
32
Walkner Condon Financial Advisors
Wisconsin
$9.21M +$8.89M +152,631 New
JFA
33
JNBA Financial Advisors
Minnesota
$9.16M -$188K -3,232 -2%
SWP
34
Stratos Wealth Partners
Ohio
$8.87M +$1.45M +24,920 +20%
SS
35
Simplicity Solutions
Minnesota
$8.85M +$1.33M +22,763 +18%
CAN
36
Cetera Advisor Networks
California
$7.95M +$1.04M +17,857 +16%
IWS
37
Insight Wealth Strategies
California
$7.38M +$15.4K +265 +0.2%
WI
38
Wintrust Investments
Illinois
$6.9M -$45.1K -774 -0.7%
SPIA
39
Steward Partners Investment Advisory
New York
$6.67M +$377K +6,465 +6%
LNC
40
Lincoln National Corp
Pennsylvania
$6.64M +$1.59M +27,233 +33%
PNC
41
Park National Corp
Ohio
$6.28M +$6.06M +104,099 New
PIA
42
Perennial Investment Advisors
California
$5.94M +$5.74M +98,467 New
TCWM
43
Total Clarity Wealth Management
Illinois
$5.93M +$5.72M +98,271 New
1W
44
1776 Wealth
Georgia
$5.92M +$5.72M +98,164 New
BFEC
45
Benjamin F. Edwards & Company
Missouri
$5.9M +$3.49M +59,844 +158%
WWM
46
Western Wealth Management
Colorado
$5.81M +$463K +7,941 +9%
GVAG
47
Great Valley Advisor Group
Delaware
$5.71M +$100K +1,725 +2%
SPC
48
Sigma Planning Corp
Michigan
$5.57M -$2.99M -51,326 -36%
DADC
49
D.A. Davidson & Co
Montana
$5.29M +$508K +8,719 +11%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$5.21M +$213K +3,653 +4%