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First Trust Capital Strength ETF

188 hedge funds and large institutions have $1.82B invested in First Trust Capital Strength ETF in 2019 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 91 increasing their positions, 30 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 15

203% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 30

36% more funds holding in top 10

Funds holding in top 10: 1115 (+4)

21% more funds holding

Funds holding: 155188 (+33)

21% more capital invested

Capital invested by funds: $1.51B → $1.82B (+$310M)

0.8% more ownership

Funds ownership: 53.02%53.81% (+0.8%)

Holders
188
Holders Change
+33
Holders Change %
+21.29%
% of All Funds
3.7%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.3%
New
54
Increased
91
Reduced
30
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$236M -$19.3M -330,787 -8%
LPL Financial
2
LPL Financial
California
$168M +$21.3M +365,601 +15%
Wells Fargo
3
Wells Fargo
California
$166M +$25.8M +443,152 +19%
Bank of America
4
Bank of America
North Carolina
$140M +$9.58M +164,532 +8%
UBS Group
5
UBS Group
Switzerland
$88.6M +$1.64M +28,143 +2%
RJA
6
Raymond James & Associates
Florida
$76.2M +$15.2M +260,725 +26%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$67.4M +$4.94M +84,737 +8%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$59.8M +$13.6M +233,866 +31%
Ameriprise
9
Ameriprise
Minnesota
$59.1M +$11.5M +196,791 +25%
Truist Financial
10
Truist Financial
North Carolina
$54M +$52.1M +895,194 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$46.2M +$7.6M +130,470 +21%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$39.8M +$7.05M +121,056 +22%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$39.5M +$2.02M +34,756 +6%
AG
14
Advisor Group
Arizona
$31M +$4.82M +82,712 +19%
MML Investors Services
15
MML Investors Services
Massachusetts
$28.9M +$11.7M +201,687 +73%
Stifel Financial
16
Stifel Financial
Missouri
$25.2M +$5.9M +101,367 +32%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$23.7M +$9.9M +169,933 +76%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$21.5M +$2.08M +35,793 +11%
PAG
19
Private Advisor Group
New Jersey
$18.1M -$6.36M -109,264 -27%
EE
20
EWG Elevate
California
$16.7M +$16.1M +276,132 New
IA
21
IFG Advisory
Georgia
$15M +$1.5M +25,730 +12%
WEPOG
22
Wealth Enhancement & Preservation of GA
Georgia
$14M +$13.6M +232,627 New
ACA
23
Aptus Capital Advisors
Alabama
$13.3M -$242K -4,149 -2%
IAA
24
Independent Advisor Alliance
North Carolina
$12.8M +$12.4M +212,301 New
FHC
25
First Heartland Consultants
Missouri
$11.8M +$739K +12,685 +7%