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First Trust Institutional Preferred Securities and Income ETF

46 hedge funds and large institutions have $135M invested in First Trust Institutional Preferred Securities and Income ETF in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 12

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

5% more funds holding

Funds holding: 4446 (+2)

0.84% more ownership

Funds ownership: 50.21%51.06% (+0.84%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less capital invested

Capital invested by funds: $139M → $135M (-$3.55M)

Holders
46
Holders Change
+2
Holders Change %
+4.55%
% of All Funds
1.01%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
9
Increased
23
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEIA
1
Signature Estate & Investment Advisors
California
$30M +$7.68M +397,016 +29%
Bank of America
2
Bank of America
North Carolina
$22M +$2.88M +149,191 +13%
Morgan Stanley
3
Morgan Stanley
New York
$22M +$1.6M +82,594 +7%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$7.81M +$1.47M +76,257 +20%
UBS Group
5
UBS Group
Switzerland
$6.6M +$3.59M +185,933 +91%
PWM
6
Peterson Wealth Management
Nevada
$6.56M +$362K +18,707 +5%
LPL Financial
7
LPL Financial
California
$5.39M -$17.1K -886 -0.3%
PFC
8
Phocas Financial Corp
California
$5.26M
RJA
9
Raymond James & Associates
Florida
$4.47M +$1.57M +81,354 +44%
QWM
10
QP Wealth Management
New Jersey
$4.32M +$1.41M +72,773 +42%
First Trust Advisors
11
First Trust Advisors
Illinois
$2.74M -$172K -8,883 -5%
1W
12
1776 Wealth
Georgia
$2.51M +$1.99M +102,676 +265%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2.36M -$305K -15,767 -10%
ASN
14
Advisory Services Network
Georgia
$1.65M +$305K +15,754 +19%
Jane Street
15
Jane Street
New York
$1.43M -$890K -46,025 -35%
Koshinski Asset Management
16
Koshinski Asset Management
Illinois
$1.25M +$586K +30,298 +68%
WA
17
WESPAC Advisors
California
$1.18M +$1.34M +69,551 New
Osaic Holdings
18
Osaic Holdings
Arizona
$998K +$1.14M +58,974 New
BRWM
19
B. Riley Wealth Management
Tennessee
$732K +$986 +51 +0.1%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$700K -$352K -18,183 -31%
EWM
21
Empirical Wealth Management
Washington
$509K +$582K +30,100 New
GM
22
GeoWealth Management
Illinois
$425K -$70.7K -3,658 -13%
HighTower Advisors
23
HighTower Advisors
Illinois
$414K -$338K -17,501 -42%
Stifel Financial
24
Stifel Financial
Missouri
$408K +$15.9K +822 +3%
CIAS
25
Capital Investment Advisory Services
North Carolina
$389K -$508K -26,254 -53%