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First Trust Institutional Preferred Securities and Income ETF

16 hedge funds and large institutions have $30.9M invested in First Trust Institutional Preferred Securities and Income ETF in 2017 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 1

502% more capital invested

Capital invested by funds: $5.13M → $30.9M (+$25.8M)

400% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 1

129% more funds holding

Funds holding: 716 (+9)

49.33% more ownership

Funds ownership: 25.51%74.85% (+49%)

Holders
16
Holders Change
+9
Holders Change %
+128.57%
% of All Funds
0.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
5
Reduced
1
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$6.54M +$6.55M +324,634 New
Bank of America
2
Bank of America
North Carolina
$6.24M +$5.67M +281,351 +995%
PFC
3
Phocas Financial Corp
California
$5.59M +$5.59M +277,364 New
LPL Financial
4
LPL Financial
California
$3.9M +$2.75M +136,463 +238%
ACM
5
Aviance Capital Management
Florida
$3.63M +$3.63M +180,092 New
FLI
6
Family Legacy Inc
South Carolina
$1.57M +$1.59M +78,611 New
AG
7
Advisor Group
Arizona
$1.22M +$108K +5,378 +10%
BRF
8
B. Riley Financial
California
$709K +$710K +35,200 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$667K +$476K +23,614 +249%
SG
10
StoneX Group
New York
$262K +$262K +13,000 New
VF
11
Virtu Financial
New York
$222K -$114K -5,648 -34%
IA
12
IFP Advisors
Florida
$167K +$167K +8,275 New
TFS
13
TrustCore Financial Services
Tennessee
$124K +$124K +6,165 New
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$54K +$14.1K +700 +35%
UBS Group
15
UBS Group
Switzerland
$5K +$4.52K +224 New
ASN
16
Advisory Services Network
Georgia
$4K +$4.03K +200 New
Goldman Sachs
17
Goldman Sachs
New York
-$1.74M -86,371 Closed