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First Trust Capital Strength ETF

229 hedge funds and large institutions have $3.45B invested in First Trust Capital Strength ETF in 2020 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 117 increasing their positions, 67 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 67

39% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 23

21% more capital invested

Capital invested by funds: $2.86B → $3.45B (+$592M)

4% more funds holding

Funds holding: 221229 (+8)

1.19% more ownership

Funds ownership: 55.64%56.83% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.36M

Holders
229
Holders Change
+8
Holders Change %
+3.62%
% of All Funds
4.62%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.4%
New
32
Increased
117
Reduced
67
Closed
23
Calls
Puts
$1.36M
Net Calls
-$1.36M
Net Calls Change
-$1.36M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
26
Stratos Wealth Partners
Ohio
$18.6M +$1.66M +26,633 +10%
ACA
27
Aptus Capital Advisors
Alabama
$17.1M -$46.6K -746 -0.3%
AAS
28
Avantax Advisory Services
Texas
$16.8M +$7.99M +127,896 +93%
AWM
29
AE Wealth Management
Kansas
$16.2M -$26.6K -425 -0.2%
FHC
30
First Heartland Consultants
Missouri
$15.9M -$3.14M -50,224 -17%
CA
31
Cetera Advisors
Colorado
$14.8M +$4.54M +72,646 +45%
SPC
32
Sigma Planning Corp
Michigan
$14.2M +$2.92M +46,785 +26%
AIC
33
Archer Investment Corporation
Indiana
$14M +$93.5K +1,496 +0.7%
SS
34
Simplicity Solutions
Minnesota
$13.6M +$218K +3,484 +2%
IA
35
IFP Advisors
Florida
$13.2M -$2.83M -45,213 -18%
CAG
36
Csenge Advisory Group
Florida
$12.7M +$7.65M +122,459 New
LNC
37
Lincoln National Corp
Pennsylvania
$12.5M +$1.56M +24,892 +14%
DADC
38
D.A. Davidson & Co
Montana
$11.4M +$2.24M +35,819 +25%
PNC
39
Park National Corp
Ohio
$11.4M +$275K +4,408 +3%
PIA
40
Perennial Investment Advisors
California
$11.4M +$875K +14,001 +8%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$11M -$178K -2,848 -2%
WCFA
42
Walkner Condon Financial Advisors
Wisconsin
$10.9M +$84.1K +1,345 +0.8%
WI
43
Wintrust Investments
Illinois
$10.9M -$1.23M -19,665 -10%
MFS
44
Madrona Financial Services
Washington
$10.7M +$365K +5,835 +4%
JFA
45
JNBA Financial Advisors
Minnesota
$10.7M +$1.06M +16,919 +11%
Goldman Sachs
46
Goldman Sachs
New York
$10.5M +$8.29M +132,698 +400%
CWM
47
Cornerstone Wealth Management
Missouri
$10.4M -$171K -2,742 -2%
DWM
48
Darwin Wealth Management
Florida
$10.3M +$8.75M +140,015 +619%
CS
49
Comerica Securities
Michigan
$9.41M +$649K +10,391 +8%
FAIM
50
Financial Advocates Investment Management
Washington
$9.03M -$90K -1,440 -1%