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First Trust Capital Strength ETF

286 hedge funds and large institutions have $4.16B invested in First Trust Capital Strength ETF in 2020 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 134 increasing their positions, 63 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

536% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 11

113% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 63

90% more funds holding in top 10

Funds holding in top 10: 2038 (+18)

25% more funds holding

Funds holding: 229286 (+57)

20% more capital invested

Capital invested by funds: $3.45B → $4.16B (+$704M)

2.13% more ownership

Funds ownership: 56.83%58.95% (+2.1%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $686K

Holders
286
Holders Change
+57
Holders Change %
+24.89%
% of All Funds
5.06%
Holding in Top 10
38
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+90%
% of All Funds
0.67%
New
70
Increased
134
Reduced
63
Closed
11
Calls
Puts
$686K
Net Calls
-$686K
Net Calls Change
+$671K
Name Holding Trade Value Shares
Change
Change in
Stake
AFA
26
American Financial Advisors
Georgia
$24.8M +$876K +13,402 +4%
MIAN
27
Mariner Independent Advisor Network
Kansas
$20.6M +$13.3M +203,299 +200%
CA
28
Cetera Advisors
Colorado
$19.8M +$3.98M +60,831 +26%
RIA
29
Regal Investment Advisors
Michigan
$19.5M +$18.9M +289,257 New
AWM
30
AE Wealth Management
Kansas
$18.9M +$1.55M +23,700 +9%
ACA
31
Aptus Capital Advisors
Alabama
$18.2M +$7.45K +114 +0%
SPC
32
Sigma Planning Corp
Michigan
$17.5M +$2.22M +33,920 +15%
FHC
33
First Heartland Consultants
Missouri
$16.4M -$525K -8,033 -3%
SWP
34
Stratos Wealth Partners
Ohio
$16.1M -$3.6M -55,089 -19%
AIC
35
Archer Investment Corporation
Indiana
$15.8M +$786K +12,016 +5%
AAS
36
Avantax Advisory Services
Texas
$15.6M -$2.22M -33,887 -13%
SS
37
Simplicity Solutions
Minnesota
$15.5M +$949K +14,521 +7%
LNC
38
Lincoln National Corp
Pennsylvania
$14.8M +$1.41M +21,563 +11%
CAG
39
Csenge Advisory Group
Florida
$14.6M +$343K +5,249 +4%
PNC
40
Park National Corp
Ohio
$14M +$1.81M +27,757 +15%
JFA
41
JNBA Financial Advisors
Minnesota
$13.4M +$1.97M +30,103 +18%
PIA
42
Perennial Investment Advisors
California
$13.2M +$1.03M +15,750 +9%
DWM
43
Darwin Wealth Management
Florida
$13.2M +$2.11M +32,214 +20%
FWM
44
ForthRight Wealth Management
Georgia
$13.1M +$12.6M +193,436 New
DADC
45
D.A. Davidson & Co
Montana
$12.9M +$692K +10,582 +6%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$12.6M +$894K +13,678 +8%
WCFA
47
Walkner Condon Financial Advisors
Wisconsin
$12.3M +$653K +9,984 +6%
SPIA
48
Steward Partners Investment Advisory
New York
$12.2M +$3.87M +59,273 +49%
MFS
49
Madrona Financial Services
Washington
$11.6M +$172K +2,632 +2%
HWM
50
Holloway Wealth Management
Florida
$11.4M