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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
CAL
201
Capital Analysts LLC
Pennsylvania
$180K +$96.9K +1,550 +119%
CF
202
Centaurus Financial
California
$175K +$12.7K +203 +8%
SFPG
203
Stonebridge Financial Planning Group
Florida
$140K +$39.1K +625 +41%
S
204
SignatureFD
Georgia
$113K +$58.4K +934 +109%
IF
205
Ironwood Financial
Arizona
$97K
CAPTRUST Financial Advisors
206
CAPTRUST Financial Advisors
North Carolina
$92K +$47.5K +760 +111%
CA
207
Clearstead Advisors
Ohio
$87K +$85.9K +1,374 New
Fidelity Investments
208
Fidelity Investments
Massachusetts
$85K -$11.3K -180 -12%
BDWM
209
Brewin Dolphin Wealth Management
Ireland
$83.8K +$82.8K +1,325 New
PB
210
Pinnacle Bancorp
Nebraska
$73K
GWS
211
Glassman Wealth Services
Virginia
$63K
CWM
212
Cranbrook Wealth Management
Michigan
$56K
WP
213
WealthShield Partners
North Carolina
$54K +$16.8K +269 +46%
GEA
214
Glen Eagle Advisors
New Jersey
$50.6K -$12.5K -200 -20%
DI
215
Disciplined Investments
Oklahoma
$46K
FFA
216
Founders Financial Alliance
North Carolina
$46K +$45.9K +735 New
BWA
217
Burt Wealth Advisors
Maryland
$32K +$31.2K +500 New
Fifth Third Bancorp
218
Fifth Third Bancorp
Ohio
$28K +$28.1K +450 New
CIA
219
Choate Investment Advisors
Massachusetts
$26K +$25.3K +405 New
MFT
220
Moisand Fitzgerald Tamayo
Florida
$24K +$24.2K +387 New
PMFA
221
Plante Moran Financial Advisors
Michigan
$21K
GI
222
Gradient Investments
Minnesota
$19K
LAS
223
Lloyd Advisory Services
Georgia
$13K -$1.88K -30 -12%
AA
224
Advisory Alpha
Michigan
$13K +$12.5K +200 New
AF
225
Allworth Financial
California
$12K