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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.

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 Market Value Shares Shares
Change
Shares
Change %
AWM
26
AE Wealth Management
Kansas
$504K 26,730 +5,884 +28%
SS
27
Simplicity Solutions
Minnesota
$494K 26,216 +5,884 +29%
Stifel Financial
28
Stifel Financial
Missouri
$465K 24,688 +182 +0.7%
Truist Financial
29
Truist Financial
North Carolina
$422K 22,393 +246 +1%
SG
30
StoneX Group
New York
$384K 20,380 -819 -4%
PFS
31
Prospera Financial Services
Texas
$322K 17,076 +17,076 New
RA
32
RFG Advisory
Alabama
$286K 15,191 -3,504 -19%
EWF
33
Epstein & White Financial
California
$282K 15,041 +660 +5%
ASN
34
Advisory Services Network
Georgia
$251K 13,332 -84,321 -86%
CIAS
35
Capital Investment Advisory Services
North Carolina
$233K 12,354 -10,665 -46%
EH
36
Equitable Holdings
New York
$224K 11,900
RFC
37
Regions Financial Corp
Alabama
$222K 11,790 +1,290 +12%
GRP
38
Global Retirement Partners
California
$139K 7,396 +94 +1%
PAG
39
Private Advisor Group
New Jersey
$92K 4,907 +4,907 New
JCM
40
Jacobi Capital Management
Pennsylvania
$54K 2,850 -1,283 -31%
GFPC
41
Global Financial Private Capital
Florida
$44K 2,349 -445 -16%
BFEC
42
Benjamin F. Edwards & Company
Missouri
$21K 1,132 +16 +1%
Wells Fargo
43
Wells Fargo
California
$12K 627 -1 -0.2%
APWA
44
Atlas Private Wealth Advisors
New Jersey
$10K 545 +545 New
GWM
45
Geneos Wealth Management
Colorado
$8K 461
GM
46
GeoWealth Management
Illinois
-25,155 Closed
MOS
47
MGO One Seven
Ohio
-10,352 Closed
WAP
48
Wealthcare Advisory Partners
Pennsylvania
-2,500 Closed
TFS
49
TrustCore Financial Services
Tennessee
-1,080 Closed
AIC
50
Ameritas Investment Company
Nebraska
-901 Closed