We are live on ! Find out more
FTCS icon

First Trust Capital Strength ETF

291 hedge funds and large institutions have $4.34B invested in First Trust Capital Strength ETF in 2021 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 128 increasing their positions, 108 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 23

19% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 108

2% more funds holding

Funds holding: 286291 (+5)

4% more capital invested

Capital invested by funds: $4.16B → $4.34B (+$187M)

0.58% less ownership

Funds ownership: 58.95%58.37% (-0.58%)

13% less funds holding in top 10

Funds holding in top 10: 3833 (-5)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $91K

Holders
291
Holders Change
+5
Holders Change %
+1.75%
% of All Funds
5.11%
Holding in Top 10
33
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.16%
% of All Funds
0.58%
New
32
Increased
128
Reduced
108
Closed
23
Calls
Puts
$91K
Net Calls
-$91K
Net Calls Change
+$595K
Name Holding Trade Value Shares
Change
Change in
Stake
CAG
51
Csenge Advisory Group
Florida
$10.1M -$5.13M -75,422 -59%
SFS
52
Searcy Financial Services
Kansas
$9.78M +$3.05M +44,844 New
GIA
53
Gladstone Institutional Advisory
Florida
$9.16M +$3.04M +44,745 +53%
VA
54
Valmark Advisers
Ohio
$9.13M +$2.6M +38,274 +42%
SIG
55
Sargent Investment Group
Maryland
$9.09M +$1.03M +15,137 +13%
HighTower Advisors
56
HighTower Advisors
Illinois
$8.75M +$8.41M +123,664 New
GSWM
57
Golden State Wealth Management
California
$8.52M +$685K +10,073 +9%
HSBC Holdings
58
HSBC Holdings
United Kingdom
$8.13M -$20M -294,342 -72%
WCFA
59
Walkner Condon Financial Advisors
Wisconsin
$7.97M -$4.76M -70,041 -38%
CS
60
Comerica Securities
Michigan
$7.26M -$2.13M -31,276 -23%
CA
61
Crumly & Associates
Illinois
$7.07M -$796K -11,707 -10%
RA
62
RiverTree Advisors
Florida
$6.9M -$414K -6,088 -6%
CWM
63
Cornerstone Wealth Management
Missouri
$6.87M -$4.04M -59,415 -38%
KPWS
64
Kestra Private Wealth Services
Texas
$6.64M -$1.97K -29 -0%
WEPOG
65
Wealth Enhancement & Preservation of GA
Georgia
$6.61M +$35.8K +526 +0.6%
ECA
66
Elevated Capital Advisors
Utah
$6.53M +$1M +14,745 +20%
WWM
67
Western Wealth Management
Colorado
$6.37M -$3.18M -46,817 -34%
SCA
68
Snowden Capital Advisors
New York
$6.33M -$342K -5,033 -5%
MCM
69
MAI Capital Management
Ohio
$6.19M -$101K -1,480 -2%
PFA
70
Plotkin Financial Advisors
Maryland
$6.18M -$559K -8,222 -9%
OC
71
Oppenheimer & Co
New York
$6.08M +$1.39M +20,416 +31%
APWA
72
Atlas Private Wealth Advisors
New Jersey
$6.06M +$2.42M +35,576 +71%
FPWM
73
FSB Premier Wealth Management
Iowa
$6.01M -$300K -4,417 -5%
IA
74
IFP Advisors
Florida
$5.86M -$949K -13,958 -14%
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$5.54M +$228K +3,354 +4%