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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
CWS
151
Cypress Wealth Services
California
$1.35M +$1.31M +20,023 New
BBA
152
Braun-Bostich & Associates
Pennsylvania
$1.27M +$1.23M +18,852 New
IWC
153
Integrated Wealth Concepts
Massachusetts
$1.27M +$469K +7,178 +62%
GRP
154
Global Retirement Partners
California
$1.25M +$129K +1,980 +12%
PFA
155
Pinnacle Family Advisors
Missouri
$1.17M +$1.14M +17,387 New
MAFM
156
Mid Atlantic Financial Management
Pennsylvania
$1.13M +$37.7K +576 +4%
WS
157
Wedbush Securities
California
$1.1M -$4M -61,189 -79%
VAS
158
Vestmark Advisory Solutions
Massachusetts
$1.07M +$560K +8,565 +117%
AIC
159
Ameritas Investment Company
Nebraska
$1.06M +$1.03M +15,773 New
JMPWA
160
JP Morgan Private Wealth Advisors
California
$1.03M +$68.1K +1,041 +7%
AAP
161
Arax Advisory Partners
Colorado
$1.02M +$392 +6 +0%
SWAG
162
Spectrum Wealth Advisory Group
California
$992K -$1.06M -16,155 -52%
KA
163
Kovack Advisors
Florida
$991K -$373K -5,701 -28%
EWM
164
EPG Wealth Management
Georgia
$978K -$137K -2,096 -13%
TFS
165
Thoroughbred Financial Services
Tennessee
$963K -$24.3K -372 -3%
CIAS
166
Capital Investment Advisory Services
North Carolina
$943K +$68.6K +1,050 +8%
TPW
167
TL Private Wealth
Texas
$892K +$2.62K +40 +0.3%
CA
168
Calton & Associates
Florida
$857K +$137K +2,096 +20%
PWP
169
Principle Wealth Partners
Connecticut
$848K -$68.6K -1,050 -8%
BEI
170
Benjamin Edwards Inc
Missouri
$839K +$100K +1,534 +14%
JP Morgan Chase
171
JP Morgan Chase
New York
$837K +$7.32K +112 +0.9%
AOG
172
Alpha Omega Group
Virginia
$834K +$808K +12,354 New
FFS
173
Founders Financial Securities
Maryland
$807K +$224K +3,434 +40%
FPB
174
First PREMIER Bank
South Dakota
$803K +$252K +3,862 +48%
SB
175
Strategic Blueprint
Georgia
$779K +$754K +11,535 New