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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
PWM
101
Purus Wealth Management
California
$3.76M +$26.6K +391 +0.7%
CWM
102
Collaborative Wealth Management
Florida
$3.7M +$3.22M +47,330 New
Citigroup
103
Citigroup
New York
$3.64M +$315K +4,625 +10%
BFS
104
Bickling Financial Services
Massachusetts
$3.51M +$476K +7,004 +16%
RBFC
105
Roman Butler Fullerton & Co
Missouri
$3.43M -$115K -1,696 -3%
EFL
106
ERn Financial LLC
Wisconsin
$3.38M +$352K +5,181 +12%
CFA
107
Carroll Financial Associates
North Carolina
$3.31M -$81.5K -1,199 -3%
NFG
108
Next Financial Group
Texas
$3.21M +$197K +2,890 +7%
AI
109
Atria Investments
North Carolina
$2.99M -$206K -3,035 -7%
TCWM
110
Total Clarity Wealth Management
Illinois
$2.88M -$543K -7,981 -16%
SWM
111
Spire Wealth Management
Virginia
$2.77M +$2.66M +39,174 New
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$2.75M
RJT
113
Raymond James Trust
Florida
$2.71M +$394K +5,790 +18%
KWM
114
Kingsview Wealth Management
Oregon
$2.67M -$646K -9,492 -20%
IFG
115
Independent Financial Group
California
$2.59M +$311K +4,576 +14%
BFA
116
Beacon Financial Advisory
Ohio
$2.57M +$62.4K +917 +3%
LIG
117
Lokken Investment Group
Delaware
$2.52M -$201K -2,958 -8%
BWP
118
Bernardo Wealth Planning
Pennsylvania
$2.46M +$223K +3,286 +10%
IWC
119
Integrated Wealth Concepts
Massachusetts
$2.37M +$1M +14,764 +79%
LA
120
LexAurum Advisors
Kansas
$2.35M +$41.7K +613 +2%
MHS
121
M Holdings Securities
Oregon
$2.32M +$281K +4,126 +14%
JIP
122
Jaffetilchin Investment Partners
Florida
$2.29M -$293K -4,310 -12%
WW
123
Waterfront Wealth
Kansas
$2.2M +$188K +2,757 +10%
CAM
124
Cozad Asset Management
Illinois
$2.18M -$8.3K -122 -0.4%
Susquehanna International Group
125
Susquehanna International Group
Pennsylvania
$2.18M +$2.1M +30,804 New