We are live on ! Find out more
FTCS icon

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
RJT
126
Raymond James Trust
Florida
$2.19M +$153K +2,337 +8%
IFG
127
Independent Financial Group
California
$2.16M +$1.11M +17,043 +114%
BWP
128
Bernardo Wealth Planning
Pennsylvania
$2.13M +$109K +1,673 +6%
SAM
129
Strategy Asset Managers
California
$2.1M -$208K -3,187 -9%
CAM
130
Cozad Asset Management
Illinois
$2.09M +$326K +4,986 +19%
RA
131
RFG Advisory
Alabama
$1.98M -$241K -3,686 -11%
BCP
132
Blackhawk Capital Partners
Wisconsin
$1.95M -$136K -2,076 -6%
MHS
133
M Holdings Securities
Oregon
$1.94M +$136K +2,086 +8%
QCIG
134
Quad-Cities Investment Group
Iowa
$1.9M +$251K +3,847 +16%
WW
135
Waterfront Wealth
Kansas
$1.9M +$1.84M +28,147 New
CCG
136
Cypress Capital Group
Florida
$1.9M +$187K +2,859 +11%
CAS
137
Coppell Advisory Solutions
Texas
$1.77M +$1.72M +26,251 New
WEC
138
Winslow Evans & Crocker
Massachusetts
$1.73M +$1.2M +18,408 +253%
DWM
139
Defined Wealth Management
Oregon
$1.73M +$1.68M +25,644 New
AIFAIM
140
American Institute for Advanced Investment Management
Arizona
$1.64M +$136K +2,081 +9%
ASN
141
Advisory Services Network
Georgia
$1.64M +$54.2K +829 +4%
WDC
142
Woodward Diversified Capital
California
$1.63M +$1.58M +24,117 New
VFA
143
Voya Financial Advisors
Connecticut
$1.59M +$241K +3,689 +18%
FWM
144
Frontier Wealth Management
Missouri
$1.59M
CA
145
Cambridge Advisors
Nebraska
$1.57M +$263K +4,028 +21%
Jane Street
146
Jane Street
New York
$1.49M -$603K -9,222 -29%
MA
147
Mutual Advisors
Nebraska
$1.46M +$123K +1,887 +10%
EP
148
Eudaimonia Partners
Tennessee
$1.45M -$1.7K -26 -0.1%
CFD
149
Creative Financial Designs
Indiana
$1.45M +$12.7K +195 +0.9%
NFG
150
Nations Financial Group
Iowa
$1.4M -$13.3K -204 -1%