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First Trust Institutional Preferred Securities and Income ETF

69 hedge funds and large institutions have $200M invested in First Trust Institutional Preferred Securities and Income ETF in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 13

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

19% more capital invested

Capital invested by funds: $168M → $200M (+$32.3M)

5% more funds holding

Funds holding: 6669 (+3)

3.79% more ownership

Funds ownership: 49.01%52.79% (+3.8%)

Holders
69
Holders Change
+3
Holders Change %
+4.55%
% of All Funds
1.2%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
9
Increased
40
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DAM
26
Derbend Asset Management
Georgia
$1.13M +$1.12M +54,680 New
Stifel Financial
27
Stifel Financial
Missouri
$1.05M +$784K +38,223 +308%
FAIM
28
Financial Advocates Investment Management
Washington
$1.05M +$1.04M +50,593 New
Koshinski Asset Management
29
Koshinski Asset Management
Illinois
$1.04M -$369K -17,993 -26%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$872K +$310K +15,084 +56%
BRWM
31
B. Riley Wealth Management
Tennessee
$859K
WA
32
WESPAC Advisors
California
$749K -$687K -33,454 -48%
EWM
33
Empirical Wealth Management
Washington
$749K +$10.6K +515 +1%
Jane Street
34
Jane Street
New York
$673K +$668K +32,541 New
WS
35
Wedbush Securities
California
$609K -$83.7K -4,078 -12%
CAG
36
Csenge Advisory Group
Florida
$561K +$80.2K +3,909 +17%
IAN
37
Integrated Advisors Network
Texas
$509K -$358K -17,461 -41%
KA
38
Kovack Advisors
Florida
$499K +$100K +4,873 +25%
Truist Financial
39
Truist Financial
North Carolina
$462K -$19.2K -934 -4%
CA
40
Cetera Advisors
Colorado
$458K +$20.5K +1,000 +5%
SB
41
Strategic Blueprint
Georgia
$454K +$41.7K +2,031 +10%
SG
42
StoneX Group
New York
$405K -$45.7K -2,229 -10%
TWM
43
Tradition Wealth Management
Minnesota
$382K +$319K +15,554 +532%
HI
44
Harbour Investments
Wisconsin
$370K -$42.7K -2,083 -10%
EWF
45
Epstein & White Financial
California
$370K +$7.37K +359 +2%
AIC
46
Ameritas Investment Company
Nebraska
$369K +$367K +17,866 New
RA
47
RFG Advisory
Alabama
$361K -$80.4K -3,916 -18%
PFS
48
Prospera Financial Services
Texas
$358K +$62.5K +3,044 +21%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$349K +$965 +47 +0.3%
TLP
50
Trinity Legacy Partners
Texas
$341K +$93.7K +4,565 +38%