We are live on ! Find out more
FTCS icon

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
SAM
51
Secure Asset Management
Michigan
$8.64M +$6.34M +101,373 +289%
SPIA
52
Steward Partners Investment Advisory
New York
$7.72M +$218K +3,485 +3%
KPWS
53
Kestra Private Wealth Services
Texas
$7.53M +$7.5M +120,055 New
WWM
54
Western Wealth Management
Colorado
$7.25M +$1.14M +18,273 +19%
PA
55
PFG Advisors
Arizona
$7.19M +$2.06M +32,980 +42%
SIG
56
Sargent Investment Group
Maryland
$6.89M +$216K +3,458 +3%
GSWM
57
Golden State Wealth Management
California
$6.86M +$6.78M +108,487 New
BFEC
58
Benjamin F. Edwards & Company
Missouri
$6.82M -$1.58M -25,211 -19%
MIAN
59
Mariner Independent Advisor Network
Kansas
$6.44M -$297K -4,749 -4%
SCA
60
Snowden Capital Advisors
New York
$6.06M -$154K -2,467 -3%
VBFG
61
Vishria Bird Financial Group
Tennessee
$5.96M +$94.2K +1,508 +2%
QWM
62
Quaker Wealth Management
New Jersey
$5.83M +$368K +5,892 +7%
SCM
63
Smith Capital Management
Arkansas
$5.76M +$14.4K +230 +0.3%
WEPOG
64
Wealth Enhancement & Preservation of GA
Georgia
$5.56M +$1.3M +20,860 +31%
1W
65
1776 Wealth
Georgia
$5.3M -$1.87M -29,870 -26%
WS
66
Wedbush Securities
California
$4.91M +$139K +2,220 +3%
Qube Research & Technologies (QRT)
67
Qube Research & Technologies (QRT)
United Kingdom
$4.87M +$4.8M +76,793 +47,698%
IWM
68
IHT Wealth Management
Illinois
$4.86M +$1.41M +22,536 +42%
VA
69
Valmark Advisers
Ohio
$4.82M +$263K +4,205 +6%
BCM
70
Breiter Capital Management
Florida
$4.68M -$488K -7,813 -10%
SWA
71
Stratos Wealth Advisors
Ohio
$4.6M -$332K -5,318 -7%
SF
72
Synovus Financial
Georgia
$4.59M +$4.41M +70,566 +3,641%
US Bancorp
73
US Bancorp
Minnesota
$4.55M +$356K +5,697 +9%
KFGK
74
Keystone Financial Group (Kentucky)
Kentucky
$4.54M +$185K +2,953 +4%
DC
75
DeDora Capital
California
$4.48M +$4.43M +70,840 New