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First Trust Capital Strength ETF

73 hedge funds and large institutions have $252M invested in First Trust Capital Strength ETF in 2017 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 14

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

16% more capital invested

Capital invested by funds: $218M → $252M (+$34.2M)

6% more funds holding

Funds holding: 6973 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5.29% less ownership

Funds ownership: 43.64%38.35% (-5.3%)

Holders
73
Holders Change
+4
Holders Change %
+5.8%
% of All Funds
1.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
41
Reduced
14
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$45.9M +$4.23M +85,220 +10%
LPL Financial
2
LPL Financial
California
$40.4M +$6.79M +136,805 +21%
Wells Fargo
3
Wells Fargo
California
$28.4M +$4.25M +85,737 +18%
RJA
4
Raymond James & Associates
Florida
$14.5M +$4.7M +94,801 +50%
BTS
5
BB&T Securities
Virginia
$11.4M +$1.94M +39,094 +21%
UBS Group
6
UBS Group
Switzerland
$11.3M +$1.44M +29,003 +15%
Bank of America
7
Bank of America
North Carolina
$11.1M +$865K +17,445 +9%
YP
8
Yellowstone Partners
Idaho
$8.67M -$92K -1,855 -1%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$6.66M +$259K +5,228 +4%
CAN
10
Cetera Advisor Networks
California
$5.66M -$127K -2,563 -2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$5.42M -$752K -15,157 -12%
AIM
12
Advantage Investment Management
Iowa
$4.93M +$214K +4,313 +5%
Ameriprise
13
Ameriprise
Minnesota
$4.89M +$428K +8,635 +10%
IH
14
IFC Holdings
Florida
$4.36M +$293K +5,901 +7%
Jane Street
15
Jane Street
New York
$3.52M +$3.42M +68,968 New
IA
16
IFP Advisors
Florida
$3.41M +$67.3K +1,357 +2%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$2.36M +$512K +10,314 +29%
HFS
18
HL Financial Services
Kentucky
$2.31M +$236K +4,765 +12%
MML Investors Services
19
MML Investors Services
Massachusetts
$2.3M +$179K +3,616 +9%
AG
20
Advisor Group
Arizona
$2.19M +$89.8K +1,810 +4%
WS
21
Wedbush Securities
California
$2.13M +$2.07M +41,703 New
SI
22
SII Investments
Wisconsin
$1.82M -$2.38M -48,020 -57%
KWM
23
Kingsview Wealth Management
Oregon
$1.5M +$40.6K +818 +3%
SCA
24
Snowden Capital Advisors
New York
$1.46M +$1.42M +28,578 New
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$1.42M +$127K +2,569 +10%