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First Trust Capital Strength ETF

155 hedge funds and large institutions have $1.51B invested in First Trust Capital Strength ETF in 2019 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 78 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 29

162% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 13

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

21% more capital invested

Capital invested by funds: $1.25B → $1.51B (+$258M)

14% more funds holding

Funds holding: 136155 (+19)

2.3% more ownership

Funds ownership: 50.72%53.02% (+2.3%)

Holders
155
Holders Change
+19
Holders Change %
+13.97%
% of All Funds
3.4%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.24%
New
34
Increased
78
Reduced
29
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
$240M +$64.7M +1,137,395 +37%
LPL Financial
2
LPL Financial
California
$137M +$10.1M +177,839 +8%
Wells Fargo
3
Wells Fargo
California
$131M +$16.2M +284,149 +14%
Bank of America
4
Bank of America
North Carolina
$123M +$10.1M +178,150 +9%
UBS Group
5
UBS Group
Switzerland
$81.7M +$8.32M +146,234 +11%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$58.6M +$6.95M +122,092 +13%
RJA
7
Raymond James & Associates
Florida
$56.9M +$11.6M +203,235 +25%
Ameriprise
8
Ameriprise
Minnesota
$44.4M -$2.81M -49,454 -6%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$43M +$10.8M +189,179 +33%
BTS
10
BB&T Securities
Virginia
$38.6M +$1.79M +31,489 +5%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$36M +$4.61M +80,962 +15%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$35.1M +$2.19M +38,545 +7%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$30.6M +$5.15M +90,433 +20%
AG
14
Advisor Group
Arizona
$24.5M +$4.02M +70,623 +20%
PAG
15
Private Advisor Group
New Jersey
$23.4M +$6.71M +117,905 +41%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$18.2M +$2M +35,081 +12%
Stifel Financial
17
Stifel Financial
Missouri
$18M +$4.64M +81,469 +35%
MML Investors Services
18
MML Investors Services
Massachusetts
$15.7M +$449K +7,889 +3%
Citigroup
19
Citigroup
New York
$13.7M -$32.3K -568 -0.2%
ACA
20
Aptus Capital Advisors
Alabama
$12.7M +$8.73M +153,399 +216%
IA
21
IFG Advisory
Georgia
$12.7M +$12.7M +223,549 New
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$12.6M +$5.08M +89,322 +67%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$11.3M +$2.48M +43,607 +28%
FHC
24
First Heartland Consultants
Missouri
$10.4M +$1.85M +32,439 +22%
AIC
25
Archer Investment Corporation
Indiana
$10.3M +$10.3M +181,347 New