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First Trust Capital Strength ETF

229 hedge funds and large institutions have $3.45B invested in First Trust Capital Strength ETF in 2020 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 117 increasing their positions, 67 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 67

39% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 23

21% more capital invested

Capital invested by funds: $2.86B → $3.45B (+$592M)

4% more funds holding

Funds holding: 221229 (+8)

1.19% more ownership

Funds ownership: 55.64%56.83% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.36M

Holders
229
Holders Change
+8
Holders Change %
+3.62%
% of All Funds
4.62%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.4%
New
32
Increased
117
Reduced
67
Closed
23
Calls
Puts
$1.36M
Net Calls
-$1.36M
Net Calls Change
-$1.36M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$470M +$39.9M +639,100 +9%
LPL Financial
2
LPL Financial
California
$324M +$30M +479,877 +10%
Bank of America
3
Bank of America
North Carolina
$274M +$29M +464,519 +12%
Wells Fargo
4
Wells Fargo
California
$262M +$13.6M +217,040 +6%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$224M +$70M +1,120,463 +46%
RJA
6
Raymond James & Associates
Florida
$170M +$6.11M +97,761 +4%
UBS Group
7
UBS Group
Switzerland
$129M +$2.83M +45,219 +2%
Osaic Holdings
8
Osaic Holdings
Arizona
$113M +$14.2M +227,776 +15%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$104M -$4.75M -75,952 -4%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$82.8M +$12.9M +205,949 +19%
Ameriprise
11
Ameriprise
Minnesota
$77.5M +$4.18M +66,941 +6%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$74.9M +$4.97M +79,460 +7%
Truist Financial
13
Truist Financial
North Carolina
$71.1M +$6.39M +102,254 +10%
PAG
14
Private Advisor Group
New Jersey
$61.7M +$7.53M +120,559 +14%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$55.5M -$57.3K -917 -0.1%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$51M +$4.9M +78,380 +11%
CAN
17
Cetera Advisor Networks
California
$51M -$2.32M -37,059 -4%
Stifel Financial
18
Stifel Financial
Missouri
$37.2M -$42.3K -677 -0.1%
IA
19
IFG Advisory
Georgia
$30.3M +$578K +9,255 +2%
MML Investors Services
20
MML Investors Services
Massachusetts
$27.7M -$17.6M -281,359 -39%
KAS
21
Kestra Advisory Services
Texas
$25.8M +$25.4M +406,242 New
HSBC Holdings
22
HSBC Holdings
United Kingdom
$24.4M +$2.86M +45,757 +13%
AFA
23
American Financial Advisors
Georgia
$22.4M -$1.12M -17,878 -5%
FAAS
24
First Allied Advisory Services
California
$20.6M +$20.3M +325,235 New
GVAG
25
Great Valley Advisor Group
Delaware
$19.9M +$10.3M +164,868 +110%