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First Trust Institutional Preferred Securities and Income ETF

44 hedge funds and large institutions have $142M invested in First Trust Institutional Preferred Securities and Income ETF in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $135M → $142M (+$6.14M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 18

3.01% less ownership

Funds ownership: 51.06%48.05% (-3%)

4% less funds holding

Funds holding: 4644 (-2)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
44
Holders Change
-2
Holders Change %
-4.35%
% of All Funds
0.9%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
5
Increased
18
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEIA
1
Signature Estate & Investment Advisors
California
$31M -$2.34M -128,562 -7%
Morgan Stanley
2
Morgan Stanley
New York
$21M -$3.35M -183,937 -14%
Bank of America
3
Bank of America
North Carolina
$19.8M -$4.64M -255,054 -20%
UBS Group
4
UBS Group
Switzerland
$8.62M +$1.23M +67,343 +17%
PWM
5
Peterson Wealth Management
Nevada
$7.71M +$385K +21,159 +5%
RJA
6
Raymond James & Associates
Florida
$7.04M +$1.99M +109,108 +41%
PFC
7
Phocas Financial Corp
California
$5.75M
LPL Financial
8
LPL Financial
California
$5.14M -$837K -46,015 -14%
Citadel Advisors
9
Citadel Advisors
Florida
$5.12M +$4.94M +271,575 New
QWM
10
QP Wealth Management
New Jersey
$4.41M -$181K -9,971 -4%
First Trust Advisors
11
First Trust Advisors
Illinois
$3.08M +$25.1K +1,381 +0.9%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$2.62M -$9.83K -540 -0.4%
ECA
13
Elevated Capital Advisors
Utah
$2.49M +$2.31M +126,734 New
1W
14
1776 Wealth
Georgia
$2.09M -$552K -30,333 -21%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.77M +$635K +34,898 +59%
WA
16
WESPAC Advisors
California
$1.31M -$1.42K -78 -0.1%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$1.19M -$7.25M -398,514 -86%
Jane Street
18
Jane Street
New York
$1.13M -$448K -24,639 -29%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.1M +$307K +16,873 +41%
Koshinski Asset Management
20
Koshinski Asset Management
Illinois
$1.05M -$346K -19,036 -25%
EWM
21
Empirical Wealth Management
Washington
$907K +$329K +18,065 +60%
WS
22
Wedbush Securities
California
$850K +$514K +28,267 +168%
BRWM
23
B. Riley Wealth Management
Tennessee
$815K
UCMOK
24
United Capital Management of KS
Kansas
$628K +$422K +23,175 +228%
HighTower Advisors
25
HighTower Advisors
Illinois
$577K +$114K +6,261 +25%