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First Trust Capital Strength ETF

286 hedge funds and large institutions have $4.16B invested in First Trust Capital Strength ETF in 2020 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 134 increasing their positions, 63 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

536% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 11

113% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 63

90% more funds holding in top 10

Funds holding in top 10: 2038 (+18)

25% more funds holding

Funds holding: 229286 (+57)

20% more capital invested

Capital invested by funds: $3.45B → $4.16B (+$704M)

2.13% more ownership

Funds ownership: 56.83%58.95% (+2.1%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $686K

Holders
286
Holders Change
+57
Holders Change %
+24.89%
% of All Funds
5.06%
Holding in Top 10
38
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+90%
% of All Funds
0.67%
New
70
Increased
134
Reduced
63
Closed
11
Calls
Puts
$686K
Net Calls
-$686K
Net Calls Change
+$671K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$545M +$41.5M +635,319 +9%
LPL Financial
2
LPL Financial
California
$404M +$55.8M +853,848 +17%
Wells Fargo
3
Wells Fargo
California
$312M +$31.1M +476,432 +12%
Bank of America
4
Bank of America
North Carolina
$275M -$17.1M -261,814 -6%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$213M -$24.6M -376,876 -11%
RJA
6
Raymond James & Associates
Florida
$196M +$14.5M +221,985 +8%
UBS Group
7
UBS Group
Switzerland
$149M +$11.7M +178,981 +9%
Ameriprise
8
Ameriprise
Minnesota
$141M +$56.7M +866,813 +71%
Osaic Holdings
9
Osaic Holdings
Arizona
$137M +$16M +245,253 +14%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$118M +$7.13M +109,110 +7%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$99.7M +$11M +168,456 +13%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$86.7M +$6.59M +100,738 +9%
Truist Financial
13
Truist Financial
North Carolina
$80.8M +$4.81M +73,591 +7%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$66.1M +$6.73M +102,979 +12%
PAG
15
Private Advisor Group
New Jersey
$64.7M -$1.29M -19,771 -2%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$63.3M +$8.59M +131,388 +16%
CAN
17
Cetera Advisor Networks
California
$52.4M -$1.91M -29,253 -4%
Stifel Financial
18
Stifel Financial
Missouri
$45.6M +$5.77M +88,190 +15%
KIG
19
Kowal Investment Group
Wisconsin
$45.6M +$43.9M +672,177 New
KAS
20
Kestra Advisory Services
Texas
$33.6M +$6.17M +94,398 +23%
MML Investors Services
21
MML Investors Services
Massachusetts
$33.3M +$3.57M +54,655 +12%
IA
22
IFG Advisory
Georgia
$32.1M -$246K -3,767 -0.8%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$31.9M +$26.5M +405,105 +597%
GVAG
24
Great Valley Advisor Group
Delaware
$29.1M +$7.63M +116,770 +37%
HSBC Holdings
25
HSBC Holdings
United Kingdom
$27.6M +$1.57M +24,000 +6%