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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.

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 Market Value Shares Shares
Change
Shares
Change %
SEIA
1
Signature Estate & Investment Advisors
California
$31M 1,645,594 -128,562 -7%
Morgan Stanley
2
Morgan Stanley
New York
$21M 1,116,120 -183,937 -14%
Bank of America
3
Bank of America
North Carolina
$19.8M 1,048,278 -255,054 -20%
UBS Group
4
UBS Group
Switzerland
$8.62M 457,622 +67,343 +17%
PWM
5
Peterson Wealth Management
Nevada
$7.71M 408,982 +21,159 +5%
RJA
6
Raymond James & Associates
Florida
$7.04M 373,589 +109,108 +41%
PFC
7
Phocas Financial Corp
California
LPL Financial
8
LPL Financial
California
$5.14M 272,771 -46,015 -14%
Citadel Advisors
9
Citadel Advisors
Florida
$5.12M 271,575 +271,575 New
QWM
10
QP Wealth Management
New Jersey
$4.41M 234,082 -9,971 -4%
First Trust Advisors
11
First Trust Advisors
Illinois
$3.08M 163,385 +1,381 +0.9%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$2.62M 138,874 -540 -0.4%
ECA
13
Elevated Capital Advisors
Utah
$2.49M 126,734 +126,734 New
1W
14
1776 Wealth
Georgia
$2.09M 111,034 -30,333 -21%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.77M 93,872 +34,898 +59%
WA
16
WESPAC Advisors
California
$1.31M 69,473 -78 -0.1%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$1.19M 63,241 -398,514 -86%
Jane Street
18
Jane Street
New York
$1.13M 59,807 -24,639 -29%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.1M 58,265 +16,873 +41%
Koshinski Asset Management
20
Koshinski Asset Management
Illinois
$1.05M 55,676 -19,036 -25%
EWM
21
Empirical Wealth Management
Washington
$907K 48,165 +18,065 +60%
WS
22
Wedbush Securities
California
$850K 45,141 +28,267 +168%
BRWM
23
B. Riley Wealth Management
Tennessee
$815K 43,281
UCMOK
24
United Capital Management of KS
Kansas
$628K 33,345 +23,175 +228%
HighTower Advisors
25
HighTower Advisors
Illinois
$577K 30,848 +6,261 +25%