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First Trust Institutional Preferred Securities and Income ETF

51 hedge funds and large institutions have $155M invested in First Trust Institutional Preferred Securities and Income ETF in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

38% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 16

16% more funds holding

Funds holding: 4451 (+7)

9% more capital invested

Capital invested by funds: $142M → $155M (+$13.3M)

1.79% more ownership

Funds ownership: 48.05%49.84% (+1.8%)

Holders
51
Holders Change
+7
Holders Change %
+15.91%
% of All Funds
1.03%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
10
Increased
22
Reduced
16
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UCMOK
26
United Capital Management of KS
Kansas
$866K +$220K +11,368 +34%
HighTower Advisors
27
HighTower Advisors
Illinois
$838K +$235K +12,155 +39%
BRWM
28
B. Riley Wealth Management
Tennessee
$805K -$33.4K -1,731 -4%
WS
29
Wedbush Securities
California
$777K -$97.9K -5,067 -11%
Jane Street
30
Jane Street
New York
$613K -$544K -28,159 -47%
CAG
31
Csenge Advisory Group
Florida
$498K +$496K +25,670 New
SG
32
StoneX Group
New York
$436K +$41.2K +2,133 +10%
Truist Financial
33
Truist Financial
North Carolina
$402K -$32.3K -1,674 -7%
VIM
34
Vista Investment Management
Pennsylvania
$380K +$379K +19,595 New
EWF
35
Epstein & White Financial
California
$309K +$17.9K +924 +6%
PFS
36
Prospera Financial Services
Texas
$298K -$32.9K -1,704 -10%
RA
37
RFG Advisory
Alabama
$297K +$2.16K +112 +0.7%
EH
38
Equitable Holdings
New York
$258K +$27.1K +1,400 +12%
ASN
39
Advisory Services Network
Georgia
$247K -$11K -568 -4%
RFC
40
Regions Financial Corp
Alabama
$228K
CIAS
41
Capital Investment Advisory Services
North Carolina
$213K -$26.5K -1,371 -11%
GRP
42
Global Retirement Partners
California
$145K +$1.95K +101 +1%
JCM
43
Jacobi Capital Management
Pennsylvania
$100K +$44.4K +2,298 +81%
SIS
44
Sound Income Strategies
Florida
$33K +$33K +1,709 New
FFA
45
Founders Financial Alliance
North Carolina
$25K +$25.1K +1,300 New
BFEC
46
Benjamin F. Edwards & Company
Missouri
$22K +$386 +20 +2%
Wells Fargo
47
Wells Fargo
California
$14K +$1.55K +80 +13%
APWA
48
Atlas Private Wealth Advisors
New Jersey
$11K
IA
49
IFP Advisors
Florida
$9K +$8.04K +416 New
GWM
50
Geneos Wealth Management
Colorado
$8K