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First Trust Institutional Preferred Securities and Income ETF

51 hedge funds and large institutions have $155M invested in First Trust Institutional Preferred Securities and Income ETF in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 2 closing their positions.

Holders
51
Holders Change
+7
Holders Change %
+15.91%
% of All Funds
1.03%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
10
Increased
22
Reduced
16
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SEIA
1
Signature Estate & Investment Advisors
California
$29.5M 1,519,911 -125,683 -8%
Morgan Stanley
2
Morgan Stanley
New York
$28.5M 1,468,942 +352,822 +32%
Bank of America
3
Bank of America
North Carolina
$22.6M 1,164,225 +115,947 +11%
UBS Group
4
UBS Group
Switzerland
$9.3M 479,871 +22,249 +5%
PWM
5
Peterson Wealth Management
Nevada
$7.84M 404,486 -4,496 -1%
PFC
6
Phocas Financial Corp
California
LPL Financial
7
LPL Financial
California
$5.25M 270,659 -2,112 -0.8%
RJA
8
Raymond James & Associates
Florida
$4.53M 233,764 -139,825 -37%
QWM
9
QP Wealth Management
New Jersey
$4.5M 232,292 -1,790 -0.8%
Citadel Advisors
10
Citadel Advisors
Florida
$3.3M 170,307 -101,268 -37%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$3.25M 167,741 +28,867 +21%
First Trust Advisors
12
First Trust Advisors
Illinois
$2.62M 135,221 -28,164 -17%
Osaic Holdings
13
Osaic Holdings
Arizona
$2.48M 127,977 +34,105 +36%
ECA
14
Elevated Capital Advisors
Utah
$2.46M 124,059 -2,675 -2%
1W
15
1776 Wealth
Georgia
$2.33M 120,123 +9,089 +8%
AWM
16
AE Wealth Management
Kansas
$1.95M 100,406 +73,676 +276%
SS
17
Simplicity Solutions
Minnesota
$1.93M 99,676 +73,460 +280%
WA
18
WESPAC Advisors
California
$1.35M 69,483 +10 +0%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.32M 68,229 +9,964 +17%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$1.27M 65,590 +2,349 +4%
OMC
21
Old Mission Capital
Illinois
$1.17M 60,133 +60,133 New
RPSA
22
Richard P. Slaughter Associates
Texas
$1.04M 53,673 +53,673 New
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$1.03M 53,365 +53,365 New
WF
24
Welch & Forbes
Massachusetts
$961K 49,561 +49,561 New
EWM
25
Empirical Wealth Management
Washington
$931K 48,045 -120 -0.2%