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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
KFGK
51
Keystone Financial Group (Kentucky)
Kentucky
$11.4M +$6.35M +97,067 +135%
CWM
52
Cornerstone Wealth Management
Missouri
$10.6M -$513K -7,849 -5%
FAIM
53
Financial Advocates Investment Management
Washington
$10.5M +$836K +12,792 +9%
SAM
54
Secure Asset Management
Michigan
$9.52M +$296K +4,531 +3%
WWM
55
Western Wealth Management
Colorado
$9.23M +$1.45M +22,143 +19%
CS
56
Comerica Securities
Michigan
$9.03M -$978K -14,963 -10%
PA
57
PFG Advisors
Arizona
$9.02M +$1.4M +21,339 +19%
BFEC
58
Benjamin F. Edwards & Company
Missouri
$8.58M +$1.26M +19,268 +18%
AWA
59
Arkadios Wealth Advisors
Georgia
$8.48M +$7.98M +122,003 +3,404%
IWM
60
IHT Wealth Management
Illinois
$8.14M +$2.87M +43,901 +57%
SIG
61
Sargent Investment Group
Maryland
$7.64M +$286K +4,377 +4%
CA
62
Crumly & Associates
Illinois
$7.52M +$7.29M +111,517 New
GSWM
63
Golden State Wealth Management
California
$7.44M +$116K +1,781 +2%
RA
64
RiverTree Advisors
Florida
$6.99M +$6.77M +103,503 New
IA
65
IFP Advisors
Florida
$6.55M -$7.3M -111,590 -54%
VBFG
66
Vishria Bird Financial Group
Tennessee
$6.5M +$144K +2,208 +2%
PFA
67
Plotkin Financial Advisors
Maryland
$6.44M +$2.83M +43,358 +83%
SCA
68
Snowden Capital Advisors
New York
$6.37M -$92.1K -1,409 -1%
KPWS
69
Kestra Private Wealth Services
Texas
$6.29M -$1.72M -26,275 -22%
VA
70
Valmark Advisers
Ohio
$6.12M +$940K +14,382 +19%
WEPOG
71
Wealth Enhancement & Preservation of GA
Georgia
$6.11M +$176K +2,686 +3%
QWM
72
Quaker Wealth Management
New Jersey
$6.09M -$122K -1,872 -2%
FPWM
73
FSB Premier Wealth Management
Iowa
$6.02M +$5.83M +89,231 New
MCM
74
MAI Capital Management
Ohio
$6M +$5.81M +88,840 New
GIA
75
Gladstone Institutional Advisory
Florida
$5.71M +$5.11M +78,146 +1,199%