We are live on ! Find out more
FTCS icon

First Trust Capital Strength ETF

125 hedge funds and large institutions have $970M invested in First Trust Capital Strength ETF in 2019 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 71 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

344% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 16

314% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 7

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

47% more capital invested

Capital invested by funds: $661M → $970M (+$309M)

19% more funds holding

Funds holding: 105125 (+20)

0.11% less ownership

Funds ownership: 48.94%48.82% (-0.11%)

Holders
125
Holders Change
+20
Holders Change %
+19.05%
% of All Funds
2.71%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.11%
New
29
Increased
71
Reduced
16
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$164M +$37.6M +724,640 +31%
LPL Financial
2
LPL Financial
California
$106M +$22.5M +432,734 +28%
Wells Fargo
3
Wells Fargo
California
$104M -$11.8M -228,101 -11%
Bank of America
4
Bank of America
North Carolina
$80.3M +$21.2M +408,533 +38%
UBS Group
5
UBS Group
Switzerland
$44.5M +$12.3M +236,894 +40%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$42.2M +$10.9M +210,048 +37%
Ameriprise
7
Ameriprise
Minnesota
$41.9M +$25.9M +498,983 +180%
RJA
8
Raymond James & Associates
Florida
$39.9M +$7.5M +144,541 +24%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$27.1M +$11.3M +217,967 +77%
BTS
10
BB&T Securities
Virginia
$22.9M +$3.79M +73,070 +21%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$19M +$4.99M +96,229 +38%
AG
12
Advisor Group
Arizona
$17.4M +$1.71M +33,027 +11%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$16.4M +$7.07M +136,290 +81%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$15.9M +$4.87M +93,859 +47%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$13.1M +$879K +16,934 +7%
HFS
16
HL Financial Services
Kentucky
$13M +$4.41M +85,039 +55%
MML Investors Services
17
MML Investors Services
Massachusetts
$12.3M +$4.42M +85,098 +59%
Stifel Financial
18
Stifel Financial
Missouri
$12.1M +$6.47M +124,685 +125%
Citigroup
19
Citigroup
New York
$8.39M +$6.69M +128,970 +491%
SB
20
Suntrust Banks
Georgia
$8.13M +$633K +12,203 +9%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$7.28M +$1.72M +33,164 +33%
JFA
22
JNBA Financial Advisors
Minnesota
$6.52M +$1.65M +31,841 +36%
EIA
23
Eldridge Investment Advisors
New Hampshire
$6.43M -$1.05M -20,203 -14%
Goldman Sachs
24
Goldman Sachs
New York
$5.67M +$5.44M +104,913 New
FAAS
25
First Allied Advisory Services
California
$5.62M +$2.55M +49,145 +89%