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First Trust Capital Strength ETF

221 hedge funds and large institutions have $2.86B invested in First Trust Capital Strength ETF in 2020 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 126 increasing their positions, 36 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 36

100% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 24

60% more capital invested

Capital invested by funds: $1.79B → $2.86B (+$1.07B)

18% more funds holding in top 10

Funds holding in top 10: 1720 (+3)

12% more funds holding

Funds holding: 198221 (+23)

0.16% more ownership

Funds ownership: 55.48%55.64% (+0.16%)

Holders
221
Holders Change
+23
Holders Change %
+11.62%
% of All Funds
4.53%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.41%
New
48
Increased
126
Reduced
36
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
26
AE Wealth Management
Kansas
$15M +$1.54M +27,590 +12%
IA
27
IFP Advisors
Florida
$14.6M +$10.9M +194,934 +331%
AIC
28
Archer Investment Corporation
Indiana
$12.9M +$1.04M +18,613 +9%
SS
29
Simplicity Solutions
Minnesota
$12.3M +$1.58M +28,291 +15%
RIA
30
Regal Investment Advisors
Michigan
$12.2M +$11.6M +208,139 New
WI
31
Wintrust Investments
Illinois
$11.2M +$4.12M +73,656 +62%
SPC
32
Sigma Planning Corp
Michigan
$10.4M +$2.64M +47,184 +36%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$10.3M +$1.67M +29,863 +20%
PNC
34
Park National Corp
Ohio
$10.2M +$1.48M +26,541 +18%
LNC
35
Lincoln National Corp
Pennsylvania
$10.1M +$1.55M +27,665 +19%
WCFA
36
Walkner Condon Financial Advisors
Wisconsin
$10M -$374K -6,692 -4%
CWM
37
Cornerstone Wealth Management
Missouri
$9.76M +$4.22M +75,474 +82%
PIA
38
Perennial Investment Advisors
California
$9.67M +$991K +17,731 +12%
MFS
39
Madrona Financial Services
Washington
$9.57M +$336K +6,017 +4%
CA
40
Cetera Advisors
Colorado
$9.38M +$8.97M +160,555 New
JFA
41
JNBA Financial Advisors
Minnesota
$8.88M -$382K -6,834 -4%
GVAG
42
Great Valley Advisor Group
Delaware
$8.77M +$5.03M +89,936 +150%
DADC
43
D.A. Davidson & Co
Montana
$8.43M +$2.6M +46,570 +48%
FAIM
44
Financial Advocates Investment Management
Washington
$8.42M +$1.57M +28,147 +24%
CS
45
Comerica Securities
Michigan
$8.08M +$1.61M +28,893 +26%
AAS
46
Avantax Advisory Services
Texas
$8M +$2.51M +44,985 +49%
BFEC
47
Benjamin F. Edwards & Company
Missouri
$7.77M +$1.61M +28,752 +28%
SPIA
48
Steward Partners Investment Advisory
New York
$6.93M +$674K +12,056 +11%
1W
49
1776 Wealth
Georgia
$6.64M -$5.3M -94,890 -45%
MIAN
50
Mariner Independent Advisor Network
Kansas
$6.27M +$644K +11,525 +12%