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First Trust Institutional Preferred Securities and Income ETF

44 hedge funds and large institutions have $139M invested in First Trust Institutional Preferred Securities and Income ETF in 2019 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

91% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 11

42% more capital invested

Capital invested by funds: $98.2M → $139M (+$40.8M)

10% more funds holding

Funds holding: 4044 (+4)

6.27% more ownership

Funds ownership: 43.94%50.21% (+6.3%)

Holders
44
Holders Change
+4
Holders Change %
+10%
% of All Funds
0.87%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
8
Increased
21
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWAC
26
Laurel Wealth Advisors (California)
California
$467K +$149K +7,500 +48%
Truist Financial
27
Truist Financial
North Carolina
$444K +$441K +22,139 New
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$429K -$499K -25,049 -53%
SG
29
StoneX Group
New York
$417K +$180K +9,059 +77%
RA
30
RFG Advisory
Alabama
$308K +$305K +15,337 New
AWM
31
AE Wealth Management
Kansas
$302K +$81.7K +4,101 +38%
SS
32
Simplicity Solutions
Minnesota
$290K +$76K +3,817 +36%
PAG
33
Private Advisor Group
New Jersey
$279K -$55.5K -2,790 -17%
EH
34
Equitable Holdings
New York
$279K +$277K +13,900 New
AG
35
Advisor Group
Arizona
$249K -$111K -5,568 -31%
GRP
36
Global Retirement Partners
California
$89K -$2.75K -138 -3%
Wells Fargo
37
Wells Fargo
California
$73K +$7.17K +360 +11%
GFPC
38
Global Financial Private Capital
Florida
$63K -$4.46K -224 -7%
TFS
39
TrustCore Financial Services
Tennessee
$55K -$5.58K -280 -9%
JCM
40
Jacobi Capital Management
Pennsylvania
$52K +$637 +32 +1%
WAP
41
Wealthcare Advisory Partners
Pennsylvania
$50K
BFEC
42
Benjamin F. Edwards & Company
Missouri
$22K -$29.5K -1,482 -57%
BWL
43
Bogart Wealth LLC
Virginia
$10K
AIC
44
Ameritas Investment Company
Nebraska
$8K
GWM
45
Geneos Wealth Management
Colorado
$7K
IA
46
IFP Advisors
Florida
-$631K -31,674 Closed
FTUS
47
Flow Traders U.S.
New York
-$339K -17,287 Closed
FAAS
48
First Allied Advisory Services
California
-$126K -6,346 Closed