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First Trust Institutional Preferred Securities and Income ETF

44 hedge funds and large institutions have $139M invested in First Trust Institutional Preferred Securities and Income ETF in 2019 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 3 closing their positions.

Holders
44
Holders Change
+4
Holders Change %
+10%
% of All Funds
0.87%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
8
Increased
21
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SEIA
1
Signature Estate & Investment Advisors
California
$27.6M 1,377,140 +782,023 +131%
Morgan Stanley
2
Morgan Stanley
New York
$24.4M 1,217,463 +105,967 +10%
Bank of America
3
Bank of America
North Carolina
$23.2M 1,154,141 +257,854 +29%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$7.73M 385,498 -21,664 -5%
PWM
5
Peterson Wealth Management
Nevada
$7.47M 369,116 +369,116 New
LPL Financial
6
LPL Financial
California
$6.41M 319,672 +8,656 +3%
PFC
7
Phocas Financial Corp
California
UBS Group
8
UBS Group
Switzerland
$4.1M 204,346 +33,411 +20%
RJA
9
Raymond James & Associates
Florida
$3.67M 183,127 +37,735 +26%
QWM
10
QP Wealth Management
New Jersey
$3.47M 171,280 +171,280 New
First Trust Advisors
11
First Trust Advisors
Illinois
$3.43M 170,887 -6,090 -3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$3.11M 155,181 +5,474 +4%
Jane Street
13
Jane Street
New York
$2.62M 130,471 +48,448 +59%
ASN
14
Advisory Services Network
Georgia
$1.64M 81,899 +5,473 +7%
MFG
15
Merit Financial Group
Georgia
$1.62M 80,928 +15,657 +24%
MML Investors Services
16
MML Investors Services
Massachusetts
$1.52M 75,589 +8,363 +12%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.2M 59,575 +21,684 +57%
CIAS
18
Capital Investment Advisory Services
North Carolina
$988K 49,273 -301 -0.6%
Koshinski Asset Management
19
Koshinski Asset Management
Illinois
$891K 44,414 +44,414 New
BRWM
20
B. Riley Wealth Management
Tennessee
$867K 43,230 +50 +0.1%
HighTower Advisors
21
HighTower Advisors
Illinois
$845K 42,088 -908 -2%
1W
22
1776 Wealth
Georgia
$776K 38,691 +38,691 New
GM
23
GeoWealth Management
Illinois
$578K 28,813 +28,813 New
Citadel Advisors
24
Citadel Advisors
Florida
$537K 26,770 +5,606 +26%
Stifel Financial
25
Stifel Financial
Missouri
$469K 23,684 +2,261 +11%