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First Trust Capital Strength ETF

33 hedge funds and large institutions have $80.8M invested in First Trust Capital Strength ETF in 2015 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 4

68% more capital invested

Capital invested by funds: $48.2M → $80.8M (+$32.6M)

50% more call options, than puts

Call options by funds: $3M | Put options by funds: $2.01M

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

3% more funds holding

Funds holding: 3233 (+1)

Holders
33
Holders Change
+1
Holders Change %
+3.13%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
20
Reduced
4
Closed
5
Calls
$3M
Puts
$2.01M
Net Calls
+$997K
Net Calls Change
-$26K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$33M +$11.8M +310,955 +56%
LPL Financial
2
LPL Financial
California
$11.6M +$6.58M +172,807 +130%
UBS Group
3
UBS Group
Switzerland
$6.51M +$5.18M +135,956 +394%
Bank of America
4
Bank of America
North Carolina
$6.25M -$66.4K -1,744 -1%
RJA
5
Raymond James & Associates
Florida
$3.41M +$2.91M +76,426 +593%
CAN
6
Cetera Advisor Networks
California
$3.17M -$467K -12,261 -13%
Wells Fargo
7
Wells Fargo
California
$2.59M +$1.39M +36,486 +116%
BCI
8
Brinker Capital Investments
Pennsylvania
$2.06M
RJFSA
9
Raymond James Financial Services Advisors
Florida
$1.85M +$1.25M +32,806 +209%
IA
10
IFP Advisors
Florida
$1.79M +$1.78M +46,791 New
YP
11
Yellowstone Partners
Idaho
$1.38M +$322K +8,450 +31%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.25M +$516K +13,550 +71%
AIG
13
American International Group
New York
$944K +$304K +7,977 +48%
Ameriprise
14
Ameriprise
Minnesota
$842K +$518K +13,598 +161%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$782K +$226K +5,925 +41%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$743K +$370K +9,708 +100%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$484K +$333K +8,758 +225%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$315K +$314K +8,238 New
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$298K -$889K -23,354 -75%
TH
20
Timber Hill
Connecticut
$284K -$107K -2,797 -27%
PAG
21
Private Advisor Group
New Jersey
$271K +$18.3K +480 +7%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$240K +$239K +6,277 New
DADC
23
D.A. Davidson & Co
Montana
$206K +$26.7K +700 +15%
Citigroup
24
Citigroup
New York
$188K +$19.9K +522 +12%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$121K +$29.1K +764 +32%