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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
Goldman Sachs
101
Goldman Sachs
New York
$3.71M -$7.25M -110,827 -67%
SI
102
Stephens Inc
Arkansas
$3.65M +$13.7K +209 +0.4%
PWM
103
Purus Wealth Management
California
$3.56M +$3.45M +52,748 New
CBFP
104
Cedar Brook Financial Partners
Ohio
$3.56M +$335K +5,122 +11%
TWM
105
Tradition Wealth Management
Minnesota
$3.41M +$3.3M +50,460 New
APWA
106
Atlas Private Wealth Advisors
New Jersey
$3.38M +$844K +12,907 +35%
Thrivent Financial for Lutherans
107
Thrivent Financial for Lutherans
Minnesota
$3.31M
TCWM
108
Total Clarity Wealth Management
Illinois
$3.28M +$42.4K +649 +1%
RBFC
109
Roman Butler Fullerton & Co
Missouri
$3.27M +$42.2K +646 +1%
CFA
110
Carroll Financial Associates
North Carolina
$3.23M -$35K -536 -1%
KWM
111
Kingsview Wealth Management
Oregon
$3.18M +$931K +14,241 +43%
Citigroup
112
Citigroup
New York
$3.15M +$55K +841 +2%
AI
113
Atria Investments
North Carolina
$3.05M +$284K +4,350 +11%
LWAC
114
Laurel Wealth Advisors (California)
California
$2.92M -$4.45K -68 -0.2%
NFG
115
Next Financial Group
Texas
$2.87M +$356K +5,449 +15%
BFS
116
Bickling Financial Services
Massachusetts
$2.87M +$2.78M +42,497 New
EFL
117
ERn Financial LLC
Wisconsin
$2.87M +$1.15M +17,571 +71%
Carson Wealth (CWM LLC)
118
Carson Wealth (CWM LLC)
Nebraska
$2.75M
Qube Research & Technologies (QRT)
119
Qube Research & Technologies (QRT)
United Kingdom
$2.66M -$2.46M -37,604 -49%
BRWA
120
B. Riley Wealth Advisors
Florida
$2.64M +$375K +5,730 +17%
LIG
121
Lokken Investment Group
Delaware
$2.61M +$2.52M +38,616 New
JIP
122
Jaffetilchin Investment Partners
Florida
$2.47M -$140K -2,138 -6%
BFA
123
Beacon Financial Advisory
Ohio
$2.38M +$286K +4,377 +14%
WCM
124
WealthBridge Capital Management
Ohio
$2.23M -$36.1K -552 -2%
LA
125
LexAurum Advisors
Kansas
$2.2M +$705K +10,778 +49%