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First Trust Institutional Preferred Securities and Income ETF

44 hedge funds and large institutions have $142M invested in First Trust Institutional Preferred Securities and Income ETF in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $135M → $142M (+$6.14M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 18

3.01% less ownership

Funds ownership: 51.06%48.05% (-3%)

4% less funds holding

Funds holding: 4644 (-2)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
44
Holders Change
-2
Holders Change %
-4.35%
% of All Funds
0.9%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
5
Increased
18
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
26
AE Wealth Management
Kansas
$504K +$107K +5,884 +28%
SS
27
Simplicity Solutions
Minnesota
$494K +$107K +5,884 +29%
Stifel Financial
28
Stifel Financial
Missouri
$465K +$3.31K +182 +0.7%
Truist Financial
29
Truist Financial
North Carolina
$422K +$4.48K +246 +1%
SG
30
StoneX Group
New York
$384K -$14.9K -819 -4%
PFS
31
Prospera Financial Services
Texas
$322K +$311K +17,076 New
RA
32
RFG Advisory
Alabama
$286K -$63.8K -3,504 -19%
EWF
33
Epstein & White Financial
California
$282K +$12K +660 +5%
ASN
34
Advisory Services Network
Georgia
$251K -$1.53M -84,321 -86%
CIAS
35
Capital Investment Advisory Services
North Carolina
$233K -$194K -10,665 -46%
EH
36
Equitable Holdings
New York
$224K
RFC
37
Regions Financial Corp
Alabama
$222K +$23.5K +1,290 +12%
GRP
38
Global Retirement Partners
California
$139K +$1.71K +94 +1%
PAG
39
Private Advisor Group
New Jersey
$92K +$89.3K +4,907 New
JCM
40
Jacobi Capital Management
Pennsylvania
$54K -$23.3K -1,283 -31%
GFPC
41
Global Financial Private Capital
Florida
$44K -$8.1K -445 -16%
BFEC
42
Benjamin F. Edwards & Company
Missouri
$21K +$291 +16 +1%
Wells Fargo
43
Wells Fargo
California
$12K -$18 -1 -0.2%
APWA
44
Atlas Private Wealth Advisors
New Jersey
$10K +$9.92K +545 New
GWM
45
Geneos Wealth Management
Colorado
$8K
GM
46
GeoWealth Management
Illinois
-$425K -25,155 Closed
MOS
47
MGO One Seven
Ohio
-$175K -10,352 Closed
WAP
48
Wealthcare Advisory Partners
Pennsylvania
-$42K -2,500 Closed
TFS
49
TrustCore Financial Services
Tennessee
-$18K -1,080 Closed
AIC
50
Ameritas Investment Company
Nebraska
-$15K -901 Closed