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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
MP
201
McDonald Partners
Ohio
$529K +$513K +7,842 New
CWM
202
Concentrum Wealth Management
California
$490K +$474K +7,257 New
WWM
203
WJ Wealth Management
Arizona
$488K -$3.27K -50 -0.7%
MSAM
204
Moloney Securities Asset Management
Missouri
$475K +$460K +7,044 New
FAM
205
Formidable Asset Management
Ohio
$469K -$16.1K -246 -3%
M&T Bank
206
M&T Bank
New York
$459K -$6.8K -104 -2%
AWAP
207
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$450K +$436K +6,672 New
PBF
208
Petix & Botte Financial
California
$447K -$82K -1,254 -16%
TWM
209
Triton Wealth Management
Arizona
$446K -$61.5K -941 -12%
EIA
210
Eldridge Investment Advisors
New Hampshire
$445K -$31.6K -484 -7%
PA
211
PSI Advisors
Florida
$445K +$25.9K +396 +6%
PPG
212
Peak Planning Group
Colorado
$443K +$168K +2,574 +65%
MFG
213
Magnus Financial Group
New York
$417K +$50.3K +770 +14%
Millennium Management
214
Millennium Management
New York
$398K +$386K +5,902 New
CIA
215
Compass Ion Advisors
Pennsylvania
$395K -$65.2K -997 -15%
TCWA
216
Ten Capital Wealth Advisors
Washington
$391K -$56.6K -866 -13%
Prudential Financial
217
Prudential Financial
New Jersey
$391K +$379K +5,793 New
GWSG
218
GPS Wealth Strategies Group
Colorado
$385K -$58.2K -891 -14%
FFG
219
Frisch Financial Group
New York
$381K -$58.1K -889 -14%
WAP
220
Wealthcare Advisory Partners
Pennsylvania
$380K +$131K +1,999 +55%
SMC
221
Smith, Moore & Co
Missouri
$374K -$1.9K -29 -0.5%
IA
222
Insight Advisors
Pennsylvania
$374K +$362K +5,541 New
VWA
223
V Wealth Advisors
Kansas
$364K +$132K +2,013 +60%
EFS
224
Essex Financial Services
Connecticut
$362K +$350K +5,359 New
AIP
225
Ahrens Investment Partners
Louisiana
$356K +$10.7K +163 +3%