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First Trust Institutional Preferred Securities and Income ETF

46 hedge funds and large institutions have $135M invested in First Trust Institutional Preferred Securities and Income ETF in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 12 reducing their positions, and 5 closing their positions.

Holders
46
Holders Change
+2
Holders Change %
+4.55%
% of All Funds
1.02%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
9
Increased
23
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$375K +$135 +8 +0%
SG
27
StoneX Group
New York
$358K +$7.25K +429 +2%
AWM
28
AE Wealth Management
Kansas
$353K +$98.4K +5,809 +39%
SS
29
Simplicity Solutions
Minnesota
$344K +$99.6K +5,884 +41%
RA
30
RFG Advisory
Alabama
$316K +$56.8K +3,358 +22%
WS
31
Wedbush Securities
California
$285K +$285K +16,874 New
EWF
32
Epstein & White Financial
California
$242K +$242K +14,381 New
EH
33
Equitable Holdings
New York
$201K -$33.8K -2,000 -14%
RFC
34
Regions Financial Corp
Alabama
$178K +$178K +10,500 New
MOS
35
MGO One Seven
Ohio
$175K +$175K +10,352 New
UCMOK
36
United Capital Management of KS
Kansas
$172K +$172K +10,170 New
GRP
37
Global Retirement Partners
California
$123K +$48.4K +2,876 +65%
JCM
38
Jacobi Capital Management
Pennsylvania
$70K +$26.3K +1,554 +60%
GFPC
39
Global Financial Private Capital
Florida
$47K -$5.65K -336 -11%
WAP
40
Wealthcare Advisory Partners
Pennsylvania
$42K
BFEC
41
Benjamin F. Edwards & Company
Missouri
$19K +$153 +9 +0.8%
TFS
42
TrustCore Financial Services
Tennessee
$18K -$27.3K -1,640 -60%
AIC
43
Ameritas Investment Company
Nebraska
$15K +$8.34K +501 +125%
Wells Fargo
44
Wells Fargo
California
$11K -$52.8K -3,014 -83%
BWL
45
Bogart Wealth LLC
Virginia
$8K
GWM
46
Geneos Wealth Management
Colorado
$7K +$1.63K +107 +30%
GSC
47
G&S Capital
Colorado
$6K +$6K +400 New
MFG
48
Merit Financial Group
Georgia
-$1.62M -80,928 Closed
MML Investors Services
49
MML Investors Services
Massachusetts
-$1.52M -75,589 Closed
Citadel Advisors
50
Citadel Advisors
Florida
-$537K -26,770 Closed