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First Trust Institutional Preferred Securities and Income ETF

40 hedge funds and large institutions have $98.2M invested in First Trust Institutional Preferred Securities and Income ETF in 2019 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 8 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 8

43% more funds holding

Funds holding: 2840 (+12)

32% more capital invested

Capital invested by funds: $74.5M → $98.2M (+$23.7M)

2.26% more ownership

Funds ownership: 41.68%43.94% (+2.3%)

Holders
40
Holders Change
+12
Holders Change %
+42.86%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
17
Reduced
8
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$21.8M +$7.36M +376,322 +51%
Bank of America
2
Bank of America
North Carolina
$17.6M +$6.94M +355,302 +66%
SEIA
3
Signature Estate & Investment Advisors
California
$11.7M +$6.9M +352,826 +146%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$7.99M -$306K -15,655 -4%
LPL Financial
5
LPL Financial
California
$6.1M +$373K +19,107 +7%
PFC
6
Phocas Financial Corp
California
$5.96M
First Trust Advisors
7
First Trust Advisors
Illinois
$3.47M -$619K -31,664 -15%
UBS Group
8
UBS Group
Switzerland
$3.35M +$352K +17,998 +12%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2.94M +$846K +43,260 +41%
RJA
10
Raymond James & Associates
Florida
$2.85M +$452K +23,139 +19%
Jane Street
11
Jane Street
New York
$1.61M +$861K +44,038 +116%
ASN
12
Advisory Services Network
Georgia
$1.48M
MML Investors Services
13
MML Investors Services
Massachusetts
$1.32M +$1.31M +67,226 New
MFG
14
Merit Financial Group
Georgia
$1.28M +$1.28M +65,271 New
CIAS
15
Capital Investment Advisory Services
North Carolina
$973K +$12.2K +626 +1%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$926K +$241K +12,306 +35%
HighTower Advisors
17
HighTower Advisors
Illinois
$849K +$71.1K +3,636 +9%
BRWM
18
B. Riley Wealth Management
Tennessee
$847K +$48.9K +2,500 +6%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$743K +$6.21K +318 +0.8%
IA
20
IFP Advisors
Florida
$621K +$619K +31,674 New
BTS
21
BB&T Securities
Virginia
$422K +$1.94K +99 +0.5%
Stifel Financial
22
Stifel Financial
Missouri
$419K +$93.3K +4,773 +29%
Citadel Advisors
23
Citadel Advisors
Florida
$415K -$1.11M -56,701 -73%
AG
24
Advisor Group
Arizona
$351K -$1.11K -57 -0.3%
FTUS
25
Flow Traders U.S.
New York
$339K +$338K +17,287 New