We are live on ! Find out more
FPEI icon

First Trust Institutional Preferred Securities and Income ETF

21 hedge funds and large institutions have $36.5M invested in First Trust Institutional Preferred Securities and Income ETF in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 0 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

31% more funds holding

Funds holding: 1621 (+5)

18% more capital invested

Capital invested by funds: $30.9M → $36.5M (+$5.59M)

33.59% less ownership

Funds ownership: 74.85%41.26% (-34%)

Holders
21
Holders Change
+5
Holders Change %
+31.25%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
10
Reduced
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$7.2M +$1.19M +59,720 +19%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$6.56M +$241K +12,094 +4%
PFC
3
Phocas Financial Corp
California
$5.52M -$5.53M -277,364 Closed
LPL Financial
4
LPL Financial
California
$4.32M +$563K +28,194 +15%
ACM
5
Aviance Capital Management
Florida
$3.69M +$182K +9,113 +5%
Jane Street
6
Jane Street
New York
$1.62M +$1.66M +83,302 New
AG
7
Advisor Group
Arizona
$1.26M +$84.6K +4,238 +7%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.06M +$427K +21,421 +65%
Citadel Advisors
9
Citadel Advisors
Florida
$1.03M +$1.06M +53,128 New
UBS Group
10
UBS Group
Switzerland
$908K +$925K +46,363 +20,698%
Stifel Financial
11
Stifel Financial
Missouri
$848K +$874K +43,818 New
BRF
12
B. Riley Financial
California
$774K +$89.8K +4,500 +13%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$501K +$513K +25,707 New
SG
14
StoneX Group
New York
$306K +$53.9K +2,700 +21%
BTS
15
BB&T Securities
Virginia
$259K +$265K +13,300 New
TFS
16
TrustCore Financial Services
Tennessee
$203K +$84.6K +4,241 +69%
IA
17
IFP Advisors
Florida
$167K
WAP
18
Wealthcare Advisory Partners
Pennsylvania
$68K +$69.4K +3,480 New
GWM
19
Geneos Wealth Management
Colorado
$58K +$59.9K +3,000 New
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$53K
BFEC
21
Benjamin F. Edwards & Company
Missouri
$39K +$40.2K +2,016 New
AWA
22
Acorn Wealth Advisors
Michigan
$20K +$20K +1,000 New
FLI
23
Family Legacy Inc
South Carolina
-$1.57M -78,611 Closed
VF
24
Virtu Financial
New York
-$222K -11,017 Closed
ASN
25
Advisory Services Network
Georgia
-$4K -200 Closed