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First Trust Institutional Preferred Securities and Income ETF

24 hedge funds and large institutions have $37.2M invested in First Trust Institutional Preferred Securities and Income ETF in 2018 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

14% more funds holding

Funds holding: 2124 (+3)

2% more capital invested

Capital invested by funds: $36.5M → $37.2M (+$734K)

0% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 8

3.2% less ownership

Funds ownership: 41.26%38.06% (-3.2%)

Holders
24
Holders Change
+3
Holders Change %
+14.29%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
8
Closed
2
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
$7.31M +$301K +15,565 +4%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$7.14M +$760K +39,231 +12%
PFC
3
Phocas Financial Corp
California
$5.39M
LPL Financial
4
LPL Financial
California
$3.98M -$243K -12,570 -6%
First Trust Advisors
5
First Trust Advisors
Illinois
$3.42M +$3.49M +180,146 New
UBS Group
6
UBS Group
Switzerland
$1.93M +$1.07M +55,145 +118%
ASN
7
Advisory Services Network
Georgia
$1.88M +$1.9M +98,260 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.37M +$343K +17,692 +32%
AG
9
Advisor Group
Arizona
$1.25M +$18.3K +945 +1%
Stifel Financial
10
Stifel Financial
Missouri
$815K -$15.6K -804 -2%
BRF
11
B. Riley Financial
California
$805K +$48.4K +2,500 +6%
ACM
12
Aviance Capital Management
Florida
$509K -$3.15M -162,430 -86%
SG
13
StoneX Group
New York
$298K
Citadel Advisors
14
Citadel Advisors
Florida
$280K -$743K -38,377 -72%
BTS
15
BB&T Securities
Virginia
$257K +$4.9K +253 +2%
TFS
16
TrustCore Financial Services
Tennessee
$194K -$3.39K -175 -2%
Morgan Stanley
17
Morgan Stanley
New York
$131K +$134K +6,912 New
IA
18
IFP Advisors
Florida
$86K -$72.6K -3,750 -45%
WAP
19
Wealthcare Advisory Partners
Pennsylvania
$66K +$58 +3 +0.1%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$53K
BFEC
21
Benjamin F. Edwards & Company
Missouri
$19K -$19.3K -994 -49%
AWA
22
Acorn Wealth Advisors
Michigan
$19K
GWM
23
Geneos Wealth Management
Colorado
$6K -$51.2K -2,646 -88%
SPIA
24
Steward Partners Investment Advisory
New York
$5K +$4.94K +255 New
AF
25
Advisornet Financial
Minnesota
$2K +$2.01K +104 New