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First Trust Institutional Preferred Securities and Income ETF
FPEI

24 hedge funds and large institutions have $37.2M invested in First Trust Institutional Preferred Securities and Income ETF in 2018 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

14% more funds holding

Funds holding: 21 → 24 (+3)

2% more capital invested

Capital invested by funds: $36.5M → $37.2M (+$734K)

0% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 8

3.2% less ownership

Funds ownership: 41.26% → 38.06% (-3.2%)

Holders
24
Holders Change
+3
Holders Change %
+14.29%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
8
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$3.49M
2
ASN
Advisory Services Network
Georgia
+$1.9M
3
UBS Group
UBS Group
Switzerland
+$1.07M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$760K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$343K

Top Sellers

1
ACM
Aviance Capital Management
Florida
-$3.15M
2
Jane Street
Jane Street
New York
-$1.62M
3
Citadel Advisors
Citadel Advisors
Florida
-$743K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$501K
5
LPL Financial
LPL Financial
California
-$243K
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
26
Jane Street
New York
– -$1.62M -83,302 Closed
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
– -$501K -25,707 Closed
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