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
LGA
176
Lebenthal Global Advisors
New York
$775K +$751K +11,495 New
IAP
177
Indie Asset Partners
Indiana
$755K +$9.48K +145 +1%
FI
178
FormulaFolio Investments
Michigan
$755K +$731K +11,184 New
BCM
179
Brookstone Capital Management
Illinois
$747K +$723K +11,060 New
UR
180
USCA RIA
Texas
$730K +$707K +10,816 New
WA
181
Wealth Advisors
California
$719K
AssetMark Inc
182
AssetMark Inc
California
$719K +$301K +4,608 +76%
CCFM
183
Clear Creek Financial Management
Washington
$710K +$688K +10,526 New
AW
184
ACG Wealth
Georgia
$685K +$52.6K +805 +9%
MCC
185
Money Concepts Capital
Florida
$680K +$658K +10,070 New
IRC
186
Investors Research Corp
Georgia
$645K +$343K +5,252 +122%
BCA
187
Bay Colony Advisors
Massachusetts
$637K +$14.9K +228 +2%
BHB
188
Bank Hapoalim BM
Israel
$624K -$71.3K -1,090 -11%
SWM
189
SeaCrest Wealth Management
New York
$624K -$8.82K -135 -1%
William Blair & Company
190
William Blair & Company
Illinois
$619K
AWG
191
Altus Wealth Group
Colorado
$619K +$600K +9,171 New
ERWM
192
Elk River Wealth Management
Colorado
$611K +$592K +9,052 New
COF
193
Capital One Financial
Virginia
$604K
MMA
194
Miracle Mile Advisors
California
$596K -$22K -336 -4%
IFG
195
Investors Financial Group
Minnesota
$588K +$23.5K +359 +4%
JWCA
196
J.W. Cole Advisors
Florida
$570K +$213K +3,254 +63%
TF
197
Trek Financial
Arizona
$568K +$63.5K +972 +13%
TFS
198
TrustCore Financial Services
Tennessee
$567K +$12.4K +189 +2%
WWM
199
Wolff Wiese Magana
California
$563K +$545K +8,344 New
TRCT
200
Tower Research Capital (TRC)
New York
$555K -$121K -1,848 -18%