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First Trust Capital Strength ETF

69 hedge funds and large institutions have $218M invested in First Trust Capital Strength ETF in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 37 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 16

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

16% more capital invested

Capital invested by funds: $187M → $218M (+$30.7M)

3% more funds holding

Funds holding: 6769 (+2)

0.4% more ownership

Funds ownership: 43.24%43.64% (+0.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
69
Holders Change
+2
Holders Change %
+2.99%
% of All Funds
1.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
37
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$38.6M +$10.2M +219,090 +37%
LPL Financial
2
LPL Financial
California
$31M +$1.49M +31,995 +5%
Wells Fargo
3
Wells Fargo
California
$22.3M +$1.63M +35,064 +8%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$10.7M +$58K +1,249 +0.6%
Bank of America
5
Bank of America
North Carolina
$9.46M +$1.44M +30,961 +18%
UBS Group
6
UBS Group
Switzerland
$9.11M +$643K +13,832 +8%
RJA
7
Raymond James & Associates
Florida
$8.94M +$1.11M +23,959 +15%
BTS
8
BB&T Securities
Virginia
$8.76M -$744K -16,015 -8%
YP
9
Yellowstone Partners
Idaho
$8.14M +$7.99M +171,829 New
Baird Financial Group
10
Baird Financial Group
Wisconsin
$5.94M +$773K +16,631 +15%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$5.76M +$1.18M +25,451 +26%
CAN
12
Cetera Advisor Networks
California
$5.37M -$175K -3,758 -3%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$4.63M +$4.25M +91,508 +1,448%
AIM
14
Advantage Investment Management
Iowa
$4.37M -$8.36M -179,966 -66%
Ameriprise
15
Ameriprise
Minnesota
$3.97M +$449K +9,659 +12%
SI
16
SII Investments
Wisconsin
$3.96M +$303K +6,517 +8%
IH
17
IFC Holdings
Florida
$3.77M +$141K +3,026 +4%
IA
18
IFP Advisors
Florida
$3.1M -$89.4K -1,924 -3%
MML Investors Services
19
MML Investors Services
Massachusetts
$1.97M +$66.4K +1,428 +4%
AG
20
Advisor Group
Arizona
$1.95M +$361K +7,761 +23%
HFS
21
HL Financial Services
Kentucky
$1.92M +$313K +6,741 +20%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$1.7M +$24.2K +520 +1%
Goldman Sachs
23
Goldman Sachs
New York
$1.69M +$1.66M +35,718 New
KWM
24
Kingsview Wealth Management
Oregon
$1.36M +$23.9K +514 +2%
SB
25
Suntrust Banks
Georgia
$1.35M -$49.7K -1,069 -3%