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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
SFS
76
Sowell Financial Services
Arkansas
$5.49M +$4.72M +72,131 +784%
1W
77
1776 Wealth
Georgia
$5.46M -$195K -2,978 -4%
Rockefeller Capital Management
78
Rockefeller Capital Management
New York
$5.16M +$405K +6,190 +9%
TCM
79
TD Capital Management
Tennessee
$5.06M +$314K +4,799 +7%
US Bancorp
80
US Bancorp
Minnesota
$5.05M +$192K +2,938 +4%
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$5.05M +$821K +12,558 +20%
ECA
82
Elevated Capital Advisors
Utah
$5M +$979K +14,979 +25%
DC
83
DeDora Capital
California
$4.97M +$182K +2,777 +4%
PFS
84
Prospera Financial Services
Texas
$4.92M +$4.77M +72,891 New
SF
85
Synovus Financial
Georgia
$4.91M +$19.5K +298 +0.4%
BCM
86
Breiter Capital Management
Florida
$4.89M -$101K -1,548 -2%
SWA
87
Stratos Wealth Advisors
Ohio
$4.64M -$253K -3,869 -5%
SEP
88
Southland Equity Partners
Missouri
$4.64M +$4.49M +68,753 New
AFP
89
Ausdal Financial Partners
Iowa
$4.57M +$2.29M +35,058 +107%
OC
90
Oppenheimer & Co
New York
$4.42M +$521K +7,976 +14%
APA
91
American Portfolios Advisors
New York
$4.33M +$348K +5,316 +9%
DAS
92
Dynamic Advisor Solutions
Arizona
$4.28M -$95.9K -1,467 -2%
EH
93
Equitable Holdings
New York
$4.27M +$840K +12,850 +26%
MI
94
Moneywise Inc
Virginia
$4.22M +$1.29M +19,776 +46%
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$4.21M +$561K +8,587 +16%
DFA
96
DHJJ Financial Advisors
Illinois
$4.2M +$4.07M +62,197 New
GWM
97
Geneos Wealth Management
Colorado
$4.12M +$2.38M +36,352 +119%
MOS
98
MGO One Seven
Ohio
$3.89M +$717K +10,966 +24%
LFAS
99
Level Four Advisory Services
Texas
$3.83M -$649K -9,929 -15%
OIA
100
OneDigital Investment Advisors
Kansas
$3.81M +$547K +8,367 +17%