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First Trust Capital Strength ETF

86 hedge funds and large institutions have $329M invested in First Trust Capital Strength ETF in 2018 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

643% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 7

500% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 3

30% more capital invested

Capital invested by funds: $252M → $329M (+$76.6M)

18% more funds holding

Funds holding: 7386 (+13)

3.79% more ownership

Funds ownership: 38.35%42.15% (+3.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
86
Holders Change
+13
Holders Change %
+17.81%
% of All Funds
1.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
52
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$55.1M +$9.99M +191,325 +21%
LPL Financial
2
LPL Financial
California
$52.4M +$12.8M +245,194 +31%
Wells Fargo
3
Wells Fargo
California
$35.2M +$7.19M +137,651 +25%
RJA
4
Raymond James & Associates
Florida
$22.2M +$8.07M +154,596 +55%
Bank of America
5
Bank of America
North Carolina
$16.1M +$5.29M +101,401 +47%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$15.4M +$15.9M +303,719 New
UBS Group
7
UBS Group
Switzerland
$13.3M +$2.14M +41,020 +19%
BTS
8
BB&T Securities
Virginia
$12.9M +$1.66M +31,783 +14%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$8.74M +$2.21M +42,358 +32%
MIAN
10
Mariner Independent Advisor Network
Kansas
$6.68M +$5.5M +105,373 +394%
AIM
11
Advantage Investment Management
Iowa
$5.78M +$924K +17,692 +18%
Ameriprise
12
Ameriprise
Minnesota
$5.78M +$946K +18,123 +19%
CAN
13
Cetera Advisor Networks
California
$5.65M +$47.5K +909 +0.8%
AG
14
Advisor Group
Arizona
$4.54M +$2.44M +46,785 +109%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$4.33M -$1.09M -20,787 -20%
FAAS
16
First Allied Advisory Services
California
$4.02M +$3.16M +60,474 +315%
MML Investors Services
17
MML Investors Services
Massachusetts
$3.46M +$1.22M +23,282 +52%
IA
18
IFP Advisors
Florida
$3.41M
SB
19
Suntrust Banks
Georgia
$2.95M +$1.9M +36,435 +117%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$2.93M +$611K +11,701 +25%
JFA
21
JNBA Financial Advisors
Minnesota
$2.89M +$2.05M +39,329 +222%
HighTower Advisors
22
HighTower Advisors
Illinois
$2.75M +$2.84M +54,472 New
PAG
23
Private Advisor Group
New Jersey
$2.45M +$1.86M +35,634 +279%
HFS
24
HL Financial Services
Kentucky
$2.37M +$83.3K +1,596 +4%
SCA
25
Snowden Capital Advisors
New York
$2.26M +$843K +16,157 +57%