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First Trust Capital Strength ETF

221 hedge funds and large institutions have $2.86B invested in First Trust Capital Strength ETF in 2020 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 126 increasing their positions, 36 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 36

100% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 24

60% more capital invested

Capital invested by funds: $1.79B → $2.86B (+$1.07B)

18% more funds holding in top 10

Funds holding in top 10: 1720 (+3)

12% more funds holding

Funds holding: 198221 (+23)

0.16% more ownership

Funds ownership: 55.48%55.64% (+0.16%)

Holders
221
Holders Change
+23
Holders Change %
+11.62%
% of All Funds
4.53%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.41%
New
48
Increased
126
Reduced
36
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$397M +$96M +1,718,382 +34%
LPL Financial
2
LPL Financial
California
$271M +$87.1M +1,558,914 +50%
Wells Fargo
3
Wells Fargo
California
$229M +$70.3M +1,258,559 +47%
Bank of America
4
Bank of America
North Carolina
$226M +$69.6M +1,245,005 +47%
RJA
5
Raymond James & Associates
Florida
$151M +$59.1M +1,057,178 +69%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$141M +$53.4M +955,714 +65%
UBS Group
7
UBS Group
Switzerland
$116M +$27.7M +495,416 +33%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$101M +$39.9M +714,343 +71%
Osaic Holdings
9
Osaic Holdings
Arizona
$91.2M +$24.1M +430,307 +38%
Ameriprise
10
Ameriprise
Minnesota
$67.7M +$10M +179,743 +18%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$64.5M +$13.1M +234,016 +27%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$64.4M +$11.1M +198,902 +22%
Truist Financial
13
Truist Financial
North Carolina
$59.7M +$17.4M +312,167 +44%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$51.3M +$14M +249,887 +40%
PAG
15
Private Advisor Group
New Jersey
$50.1M +$23.3M +416,277 +94%
CAN
16
Cetera Advisor Networks
California
$49.2M +$6.7M +119,933 +17%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$42.5M +$3.23M +57,780 +9%
MML Investors Services
18
MML Investors Services
Massachusetts
$42M +$4.59M +82,192 +13%
Stifel Financial
19
Stifel Financial
Missouri
$34.4M +$2.73M +48,769 +9%
IA
20
IFG Advisory
Georgia
$27.5M +$7.83M +140,052 +42%
AFA
21
American Financial Advisors
Georgia
$22.7M +$68.2K +1,220 +0.3%
HSBC Holdings
22
HSBC Holdings
United Kingdom
$19.8M -$9.06M -162,081 -32%
FHC
23
First Heartland Consultants
Missouri
$17.6M +$2.22M +39,730 +15%
ACA
24
Aptus Capital Advisors
Alabama
$15.8M +$2.27M +40,687 +18%
SWP
25
Stratos Wealth Partners
Ohio
$15.6M -$1.62M -28,921 -10%