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First Trust Capital Strength ETF

291 hedge funds and large institutions have $4.34B invested in First Trust Capital Strength ETF in 2021 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 128 increasing their positions, 108 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 23

19% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 108

2% more funds holding

Funds holding: 286291 (+5)

4% more capital invested

Capital invested by funds: $4.16B → $4.34B (+$187M)

0.58% less ownership

Funds ownership: 58.95%58.37% (-0.58%)

13% less funds holding in top 10

Funds holding in top 10: 3833 (-5)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $91K

Holders
291
Holders Change
+5
Holders Change %
+1.75%
% of All Funds
5.11%
Holding in Top 10
33
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.16%
% of All Funds
0.58%
New
32
Increased
128
Reduced
108
Closed
23
Calls
Puts
$91K
Net Calls
-$91K
Net Calls Change
+$595K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$529M -$40.6M -597,032 -7%
LPL Financial
2
LPL Financial
California
$420M -$3.39M -49,825 -0.8%
Wells Fargo
3
Wells Fargo
California
$302M -$24M -353,280 -8%
Bank of America
4
Bank of America
North Carolina
$277M -$10.8M -158,765 -4%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$262M +$36.6M +537,693 +17%
RJA
6
Raymond James & Associates
Florida
$206M +$248K +3,653 +0.1%
UBS Group
7
UBS Group
Switzerland
$162M +$5.03M +74,009 +3%
Osaic Holdings
8
Osaic Holdings
Arizona
$161M +$16M +235,894 +12%
Ameriprise
9
Ameriprise
Minnesota
$146M -$2.52M -37,017 -2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$125M +$421K +6,191 +0.4%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$101M +$9.32M +137,076 +11%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$99.5M +$63.4M +931,416 +197%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$98.3M -$6.12M -89,950 -6%
Truist Financial
14
Truist Financial
North Carolina
$85.1M +$226K +3,327 +0.3%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$78.4M +$8.69M +127,733 +13%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$70.5M +$3.95M +58,100 +6%
PAG
17
Private Advisor Group
New Jersey
$64.5M -$3.21M -47,269 -5%
KIG
18
Kowal Investment Group
Wisconsin
$54.2M +$6.31M +92,834 +14%
Stifel Financial
19
Stifel Financial
Missouri
$52.1M +$4.06M +59,696 +9%
KAS
20
Kestra Advisory Services
Texas
$41M +$5.29M +77,722 +16%
IA
21
IFG Advisory
Georgia
$35.2M +$1.46M +21,474 +5%
MML Investors Services
22
MML Investors Services
Massachusetts
$32.7M -$2.15M -31,641 -6%
HI
23
Harbour Investments
Wisconsin
$31.4M +$30.1M +442,688 New
CAN
24
Cetera Advisor Networks
California
$28.7M -$25.3M -371,245 -48%
AFA
25
American Financial Advisors
Georgia
$27.9M +$1.8M +26,491 +7%