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First Trust Institutional Preferred Securities and Income ETF

35 hedge funds and large institutions have $70.8M invested in First Trust Institutional Preferred Securities and Income ETF in 2019 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 10 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

62% more capital invested

Capital invested by funds: $43.8M → $70.8M (+$27M)

30% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 10

17% more funds holding

Funds holding: 3035 (+5)

10.26% more ownership

Funds ownership: 37.36%47.63% (+10%)

Holders
35
Holders Change
+5
Holders Change %
+16.67%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
13
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$13.1M +$3.83M +204,576 +42%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$6.8M -$783K -41,844 -10%
FAAS
3
First Allied Advisory Services
California
$6.75M +$4.7M +251,038 +240%
SEIA
4
Signature Estate & Investment Advisors
California
$5.72M +$5.63M +300,968 New
PFC
5
Phocas Financial Corp
California
$5.22M
LPL Financial
6
LPL Financial
California
$5.11M +$567K +30,300 +13%
Jane Street
7
Jane Street
New York
$4.78M +$4.7M +251,353 New
First Trust Advisors
8
First Trust Advisors
Illinois
$3.68M +$385K +20,558 +12%
Bank of America
9
Bank of America
North Carolina
$3.38M +$422K +22,579 +15%
UBS Group
10
UBS Group
Switzerland
$2.86M +$413K +22,074 +17%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.05M +$222K +11,862 +12%
RJA
12
Raymond James & Associates
Florida
$1.96M +$919K +49,132 +91%
BCM
13
Bluefin Capital Management
New York
$1.8M +$1.77M +94,551 New
Citadel Advisors
14
Citadel Advisors
Florida
$1.58M +$1.56M +83,314 New
ASN
15
Advisory Services Network
Georgia
$1.26M +$197K +10,553 +19%
BRWM
16
B. Riley Wealth Management
Tennessee
$772K -$29.9K -1,600 -4%
CIAS
17
Capital Investment Advisory Services
North Carolina
$655K -$45.7K -2,441 -7%
PAG
18
Private Advisor Group
New Jersey
$578K -$186K -9,920 -25%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$513K +$505K +26,989 New
CA
20
Cetera Advisors
Colorado
$415K +$69.7K +3,728 +21%
BTS
21
BB&T Securities
Virginia
$398K +$65.8K +3,519 +20%
SG
22
StoneX Group
New York
$327K -$4.21K -225 -1%
Stifel Financial
23
Stifel Financial
Missouri
$268K -$266K -14,195 -50%
AG
24
Advisor Group
Arizona
$212K -$9.35K -500 -4%
BAM
25
Belpointe Asset Management
Nevada
$138K +$135K +7,231 New