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First Trust Capital Strength ETF

21 hedge funds and large institutions have $17.8M invested in First Trust Capital Strength ETF in 2014 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 2121 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

12% less capital invested

Capital invested by funds: $20.2M → $17.8M (-$2.43M)

31% less call options, than puts

Call options by funds: $425K | Put options by funds: $620K

40% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 10

Holders
21
Holders Change
Holders Change %
0%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
6
Reduced
10
Closed
1
Calls
$425K
Puts
$620K
Net Calls
-$195K
Net Calls Change
-$195K

FTCS Hedge Fund Activity: Q1 2014 in Review

21 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in First Trust Capital Strength ETF (FTCS) for Q1 2014, worth a combined $17.8M — down 12% from $20.2M a quarter earlier.

Fund positioning in FTCS was balanced in Q1 2014: 1 fund opened new positions, 1 closed out, 6 added to existing stakes and 10 trimmed.

The largest buyer was LPL Financial, adding an estimated $659K. The largest seller was Morgan Stanley, cutting an estimated $1.07M.

  • 21 institutional investors held First Trust Capital Strength ETF (FTCS) as of Q1 2014, unchanged from Q4 2013.
  • Funds reported $17.8M of First Trust Capital Strength ETF stock for Q1 2014, down 12% quarter-over-quarter.
  • 1 fund opened new First Trust Capital Strength ETF positions in Q1 2014 and 1 closed out, a net change of 0 holders.
  • The largest First Trust Capital Strength ETF buyer in Q1 2014 was LPL Financial, an estimated $659K added.
  • The largest First Trust Capital Strength ETF seller in Q1 2014 was Morgan Stanley, an estimated $1.07M sold.

Based on aggregated 13F filings for Q1 2014.