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First Trust Capital Strength ETF

49 hedge funds and large institutions have $142M invested in First Trust Capital Strength ETF in 2016 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 11

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

44.37% more ownership

Funds ownership: 0%44.37% (+44%)

15% more capital invested

Capital invested by funds: $124M → $142M (+$18.4M)

7% more funds holding

Funds holding: 4649 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
49
Holders Change
+3
Holders Change %
+6.52%
% of All Funds
1.23%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
25
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$23.8M -$3.29M -81,830 -12%
LPL Financial
2
LPL Financial
California
$19.6M +$2.03M +50,332 +12%
Wells Fargo
3
Wells Fargo
California
$12.9M +$1.8M +44,785 +16%
AIM
4
Advantage Investment Management
Iowa
$10.4M +$10.2M +253,679 New
UBS Group
5
UBS Group
Switzerland
$8.94M -$51.2K -1,272 -0.6%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$8.87M +$87.3K +2,170 +1%
Bank of America
7
Bank of America
North Carolina
$8.17M +$1.79M +44,380 +28%
RJA
8
Raymond James & Associates
Florida
$7.89M +$6.63M +164,890 +578%
CAN
9
Cetera Advisor Networks
California
$4.36M -$842K -20,931 -16%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$4.09M +$444K +11,031 +12%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$4.02M +$3.96M +98,438 New
FAAS
12
First Allied Advisory Services
California
$3.43M -$1.76M -43,756 -34%
IH
13
IFC Holdings
Florida
$3.37M +$20.4K +508 +0.6%
IA
14
IFP Advisors
Florida
$3.09M +$107K +2,654 +4%
Ameriprise
15
Ameriprise
Minnesota
$2.15M +$844K +20,978 +66%
BCI
16
Brinker Capital Investments
Pennsylvania
$2.12M -$362K -9,000 -15%
MFS
17
MSI Financial Services
Massachusetts
$1.36M -$275K -6,827 -17%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.31M +$223K +5,538 +21%
HFS
19
HL Financial Services
Kentucky
$1.25M +$67.1K +1,668 +6%
SWP
20
Stratos Wealth Partners
Ohio
$1.23M +$23.1K +575 +2%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$1.04M +$227K +5,648 +29%
Stifel Financial
22
Stifel Financial
Missouri
$877K +$114K +2,830 +15%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$852K +$86.7K +2,154 +12%
SB
24
Suntrust Banks
Georgia
$764K +$754K +18,752 New
AG
25
Advisor Group
Arizona
$731K +$359K +8,927 +99%