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First Trust Capital Strength ETF

90 hedge funds and large institutions have $397M invested in First Trust Capital Strength ETF in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 55 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 16

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

21% more capital invested

Capital invested by funds: $329M → $397M (+$68.5M)

5% more funds holding

Funds holding: 8690 (+4)

2.4% more ownership

Funds ownership: 42.15%44.55% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
90
Holders Change
+4
Holders Change %
+4.65%
% of All Funds
2.06%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
55
Reduced
16
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$72.2M +$16.5M +321,138 +29%
LPL Financial
2
LPL Financial
California
$57.6M +$4.6M +89,751 +9%
Wells Fargo
3
Wells Fargo
California
$44.5M +$8.99M +175,260 +25%
Bank of America
4
Bank of America
North Carolina
$23.3M +$7.08M +138,112 +43%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$22.8M +$7.29M +142,219 +47%
RJA
6
Raymond James & Associates
Florida
$19.9M -$2.48M -48,414 -11%
UBS Group
7
UBS Group
Switzerland
$16.2M +$2.8M +54,505 +21%
BTS
8
BB&T Securities
Virginia
$14.1M +$1.03M +20,112 +8%
CWM
9
Cornerstone Wealth Management
Missouri
$10.9M +$28M +545,755 +5,563%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$9.48M +$6.54M +127,489 +220%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$9.23M +$388K +7,561 +4%
Ameriprise
12
Ameriprise
Minnesota
$9.13M +$3.29M +64,091 +56%
AG
13
Advisor Group
Arizona
$5.51M +$921K +17,957 +20%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$5.06M +$2.83M +55,248 +126%
EIA
15
Eldridge Investment Advisors
New Hampshire
$4.97M +$4.99M +97,249 New
JFA
16
JNBA Financial Advisors
Minnesota
$4.85M +$1.94M +37,802 +66%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$4.49M +$121K +2,360 +3%
MML Investors Services
18
MML Investors Services
Massachusetts
$4.29M +$791K +15,429 +23%
SB
19
Suntrust Banks
Georgia
$4.16M +$1.41M +27,587 +41%
IA
20
IFP Advisors
Florida
$3.61M +$193K +3,759 +6%
HFS
21
HL Financial Services
Kentucky
$2.5M +$105K +2,052 +4%
Stifel Financial
22
Stifel Financial
Missouri
$2.48M +$658K +12,836 +36%
KWM
23
Kingsview Wealth Management
Oregon
$2.31M +$347K +6,763 +18%
SCA
24
Snowden Capital Advisors
New York
$2.23M -$55.8K -1,088 -2%
WS
25
Wedbush Securities
California
$2.13M -$2.15K -42 -0.1%