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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
Rockefeller Capital Management
76
Rockefeller Capital Management
New York
$4.44M +$2.18M +34,831 +98%
TCM
77
TD Capital Management
Tennessee
$4.44M +$490K +7,837 +13%
Cetera Investment Advisers
78
Cetera Investment Advisers
Illinois
$4.29M +$167K +2,671 +4%
LFAS
79
Level Four Advisory Services
Texas
$4.22M +$557K +8,912 +15%
DAS
80
Dynamic Advisor Solutions
Arizona
$4.11M -$389K -6,227 -9%
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$3.94M +$516K +8,249 +15%
ECA
82
Elevated Capital Advisors
Utah
$3.9M +$412K +6,588 +13%
APA
83
American Portfolios Advisors
New York
$3.73M -$265K -4,246 -7%
OC
84
Oppenheimer & Co
New York
$3.63M +$432K +6,907 +14%
SI
85
Stephens Inc
Arkansas
$3.4M +$346K +5,536 +11%
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$3.4M +$468K +7,488 +16%
PFA
87
Plotkin Financial Advisors
Maryland
$3.29M -$2.89M -46,309 -47%
EH
88
Equitable Holdings
New York
$3.19M +$402K +6,431 +15%
CFA
89
Carroll Financial Associates
North Carolina
$3.06M +$190K +3,038 +7%
OIA
90
OneDigital Investment Advisors
Kansas
$3.04M +$1.55M +24,834 +107%
IAIM
91
International Assets Investment Management
Florida
$3.04M +$516K +8,260 +21%
TCWM
92
Total Clarity Wealth Management
Illinois
$3.04M +$427K +6,831 +17%
RBFC
93
Roman Butler Fullerton & Co
Missouri
$3.03M -$55K -880 -2%
CBFP
94
Cedar Brook Financial Partners
Ohio
$3.01M +$333K +5,333 +13%
MOS
95
MGO One Seven
Ohio
$2.95M +$1.43M +22,821 +96%
HWM
96
Holloway Wealth Management
Florida
$2.91M
Citigroup
97
Citigroup
New York
$2.9M -$11K -176 -0.4%
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$2.75M
LWAC
99
Laurel Wealth Advisors (California)
California
$2.74M -$110K -1,764 -4%
MI
100
Moneywise Inc
Virginia
$2.71M +$595K +9,518 +29%