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First Trust Institutional Preferred Securities and Income ETF

27 hedge funds and large institutions have $36.5M invested in First Trust Institutional Preferred Securities and Income ETF in 2018 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 10 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

13% more funds holding

Funds holding: 2427 (+3)

2% less capital invested

Capital invested by funds: $37.2M → $36.5M (-$675K)

3.31% less ownership

Funds ownership: 38.06%34.75% (-3.3%)

10% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 10

Holders
27
Holders Change
+3
Holders Change %
+12.5%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
9
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$8.06M +$937K +48,974 +13%
PFC
2
Phocas Financial Corp
California
$5.22M
Bank of America
3
Bank of America
North Carolina
$4.6M -$2.72M -142,441 -37%
First Trust Advisors
4
First Trust Advisors
Illinois
$3.29M -$125K -6,526 -4%
LPL Financial
5
LPL Financial
California
$3.2M -$776K -40,564 -19%
UBS Group
6
UBS Group
Switzerland
$2.23M +$305K +15,954 +16%
ASN
7
Advisory Services Network
Georgia
$1.88M +$19.6K +1,023 +1%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.51M +$140K +7,333 +10%
BRWM
9
B. Riley Wealth Management
Tennessee
$1.23M +$1.24M +64,970 New
PAG
10
Private Advisor Group
New Jersey
$725K +$731K +38,208 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$678K +$684K +35,740 New
Morgan Stanley
12
Morgan Stanley
New York
$648K +$520K +27,212 +394%
Citadel Advisors
13
Citadel Advisors
Florida
$609K +$331K +17,315 +117%
Stifel Financial
14
Stifel Financial
Missouri
$525K -$288K -15,047 -35%
ACM
15
Aviance Capital Management
Florida
$354K -$156K -8,145 -30%
BTS
16
BB&T Securities
Virginia
$330K +$74.1K +3,877 +29%
CA
17
Cetera Advisors
Colorado
$293K +$292K +15,289 New
SG
18
StoneX Group
New York
$277K -$21.1K -1,101 -7%
Jane Street
19
Jane Street
New York
$229K +$231K +12,084 New
AG
20
Advisor Group
Arizona
$213K -$1.04M -54,442 -83%
TFS
21
TrustCore Financial Services
Tennessee
$171K -$23.8K -1,242 -12%
IA
22
IFP Advisors
Florida
$86K +$535 +28 +0.6%
WAP
23
Wealthcare Advisory Partners
Pennsylvania
$51K -$15.2K -797 -23%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$51K
BFEC
25
Benjamin F. Edwards & Company
Missouri
$48K +$29K +1,514 +148%