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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
ASN
126
Advisory Services Network
Georgia
$1.48M +$55.6K +889 +4%
AIFAIM
127
American Institute for Advanced Investment Management
Arizona
$1.41M -$242K -3,874 -15%
LA
128
LexAurum Advisors
Kansas
$1.38M +$474K +7,588 +53%
EP
129
Eudaimonia Partners
Tennessee
$1.36M -$45.9K -735 -3%
CFD
130
Creative Financial Designs
Indiana
$1.34M +$102K +1,633 +8%
NFG
131
Nations Financial Group
Iowa
$1.32M +$1.31M +20,927 New
KA
132
Kovack Advisors
Florida
$1.29M -$168K -2,694 -12%
VFA
133
Voya Financial Advisors
Connecticut
$1.26M -$304K -4,870 -20%
MA
134
Mutual Advisors
Nebraska
$1.25M +$87.4K +1,399 +8%
CA
135
Cambridge Advisors
Nebraska
$1.22M +$215K +3,440 +22%
EWM
136
EPG Wealth Management
Georgia
$1.05M -$323K -5,170 -24%
MAFM
137
Mid Atlantic Financial Management
Pennsylvania
$1.05M +$1.01M +16,098 New
GRP
138
Global Retirement Partners
California
$1.05M +$274K +4,379 +36%
AAP
139
Arax Advisory Partners
Colorado
$957K +$8.75K +140 +0.9%
IFG
140
Independent Financial Group
California
$946K +$588K +9,404 +170%
TFS
141
Thoroughbred Financial Services
Tennessee
$927K +$3.19K +51 +0.3%
JMPWA
142
JP Morgan Private Wealth Advisors
California
$900K +$200K +3,198 +29%
Citadel Advisors
143
Citadel Advisors
Florida
$895K +$884K +14,148 New
BRWM
144
B. Riley Wealth Management
Tennessee
$882K +$871K +13,940 New
PWP
145
Principle Wealth Partners
Connecticut
$862K
TPW
146
TL Private Wealth
Texas
$861K +$1.5K +24 +0.2%
CIAS
147
Capital Investment Advisory Services
North Carolina
$818K -$1.06M -16,995 -57%
JP Morgan Chase
148
JP Morgan Chase
New York
$774K -$554K -8,858 -42%
IWC
149
Integrated Wealth Concepts
Massachusetts
$733K +$724K +11,585 New
IAP
150
Indie Asset Partners
Indiana
$699K +$6.25K +100 +0.9%