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First Trust Capital Strength ETF

136 hedge funds and large institutions have $1.25B invested in First Trust Capital Strength ETF in 2019 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 79 increasing their positions, 20 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

295% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 20

115% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 13

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

29% more capital invested

Capital invested by funds: $970M → $1.25B (+$282M)

9% more funds holding

Funds holding: 125136 (+11)

1.89% more ownership

Funds ownership: 48.82%50.72% (+1.9%)

Holders
136
Holders Change
+11
Holders Change %
+8.8%
% of All Funds
2.95%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.2%
New
28
Increased
79
Reduced
20
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$175M +$3.33M +60,378 +2%
LPL Financial
2
LPL Financial
California
$126M +$15.4M +280,275 +14%
Wells Fargo
3
Wells Fargo
California
$114M +$5.59M +101,362 +5%
Bank of America
4
Bank of America
North Carolina
$112M +$27.3M +494,909 +33%
UBS Group
5
UBS Group
Switzerland
$73M +$25.9M +469,403 +57%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$51.3M +$7.03M +127,461 +16%
Ameriprise
7
Ameriprise
Minnesota
$47.6M +$3.1M +56,247 +7%
RJA
8
Raymond James & Associates
Florida
$45.1M +$3.3M +59,820 +8%
BTS
9
BB&T Securities
Virginia
$36.6M +$12.3M +223,003 +53%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$32.8M +$15.8M +286,391 +97%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$32.1M +$14.6M +264,462 +87%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$31.2M +$2.84M +51,544 +10%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$25.3M +$5.26M +95,399 +27%
AG
14
Advisor Group
Arizona
$20.3M +$2.05M +37,121 +11%
PAG
15
Private Advisor Group
New Jersey
$16.4M +$16M +290,960 New
FTS
16
Fifth Third Securities
Ohio
$16.2M +$15.8M +286,109 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$16.1M +$2.38M +43,125 +18%
MML Investors Services
18
MML Investors Services
Massachusetts
$15.2M +$2.2M +39,903 +17%
Citigroup
19
Citigroup
New York
$13.7M +$4.77M +86,634 +56%
Stifel Financial
20
Stifel Financial
Missouri
$13.3M +$602K +10,918 +5%
AWM
21
AE Wealth Management
Kansas
$9.45M +$7.51M +136,238 +438%
MFS
22
Madrona Financial Services
Washington
$8.85M +$8.13M +147,568 +1,607%
SB
23
Suntrust Banks
Georgia
$8.81M +$687K +12,465 +8%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$8.73M +$1.09M +19,727 +15%
FHC
25
First Heartland Consultants
Missouri
$8.5M +$3.42M +62,109 +70%