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First Trust Capital Strength ETF

23 hedge funds and large institutions have $24M invested in First Trust Capital Strength ETF in 2014 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 5

42% more call options, than puts

Call options by funds: $1.46M | Put options by funds: $1.03M

7% more capital invested

Capital invested by funds: $22.4M → $24M (+$1.57M)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

4% less funds holding

Funds holding: 2423 (-1)

Holders
23
Holders Change
-1
Holders Change %
-4.17%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
12
Reduced
5
Closed
4
Calls
$1.46M
Puts
$1.03M
Net Calls
+$432K
Net Calls Change
+$243K

FTCS Hedge Fund Activity: Q4 2014 in Review

23 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in First Trust Capital Strength ETF (FTCS) for Q4 2014, worth a combined $24M — up 7% from $22.4M a quarter earlier.

Fund positioning in FTCS was balanced in Q4 2014: 4 funds opened new positions, 4 closed out, 12 added to existing stakes and 5 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $766K. The largest seller was Cetera Advisor Networks, exiting entirely with an estimated $1.55M sold.

  • 23 institutional investors held First Trust Capital Strength ETF (FTCS) as of Q4 2014, down from 24 in Q3 2014.
  • Funds reported $24M of First Trust Capital Strength ETF stock for Q4 2014, up 7% quarter-over-quarter.
  • 4 funds opened new First Trust Capital Strength ETF positions in Q4 2014 and 4 closed out, a net change of 0 holders.
  • The largest First Trust Capital Strength ETF buyer in Q4 2014 was Morgan Stanley, an estimated $766K added.
  • The largest First Trust Capital Strength ETF seller in Q4 2014 was Cetera Advisor Networks, an estimated $1.55M sold.

Based on aggregated 13F filings for Q4 2014.