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First Trust Institutional Preferred Securities and Income ETF

69 hedge funds and large institutions have $200M invested in First Trust Institutional Preferred Securities and Income ETF in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 13

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

19% more capital invested

Capital invested by funds: $168M → $200M (+$32.3M)

5% more funds holding

Funds holding: 6669 (+3)

3.79% more ownership

Funds ownership: 49.01%52.79% (+3.8%)

Holders
69
Holders Change
+3
Holders Change %
+4.55%
% of All Funds
1.2%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
9
Increased
40
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$49M +$3.8M +185,399 +8%
Bank of America
2
Bank of America
North Carolina
$30.1M +$1.91M +93,044 +7%
JIP
3
Jaffetilchin Investment Partners
Florida
$12.2M +$2.03M +98,781 +20%
UBS Group
4
UBS Group
Switzerland
$11.9M +$1.58M +76,991 +15%
CCIA
5
Cherry Creek Investment Advisors
Colorado
$7.71M +$7.65M +372,785 New
LPL Financial
6
LPL Financial
California
$7.25M +$1.18M +57,433 +20%
WF
7
Welch & Forbes
Massachusetts
$6.9M +$921K +44,895 +16%
WAM
8
WealthTrust Asset Management
Florida
$6.1M +$6.05M +295,002 New
PFC
9
Phocas Financial Corp
California
$5.99M -$738K -35,985 -11%
PWM
10
Peterson Wealth Management
Nevada
$5.38M -$1.9M -92,739 -26%
QWM
11
QP Wealth Management
New Jersey
$5M +$220K +10,740 +5%
AWM
12
AE Wealth Management
Kansas
$4.64M +$1.49M +72,656 +48%
RJA
13
Raymond James & Associates
Florida
$4.46M +$158K +7,691 +4%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$4.11M +$512K +24,970 +14%
First Trust Advisors
15
First Trust Advisors
Illinois
$3.29M +$39.4K +1,919 +1%
Osaic Holdings
16
Osaic Holdings
Arizona
$3.27M +$234K +11,395 +8%
1W
17
1776 Wealth
Georgia
$2.78M +$111K +5,394 +4%
SWP
18
ShoreHaven Wealth Partners
New Jersey
$2.2M +$382K +18,611 +21%
UCMOK
19
United Capital Management of KS
Kansas
$2.05M +$606K +29,537 +43%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$1.75M +$1.46M +71,155 +521%
VIM
21
Vista Investment Management
Pennsylvania
$1.61M +$138K +6,706 +9%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$1.41M +$38.4K +1,871 +3%
RPSA
23
Richard P. Slaughter Associates
Texas
$1.26M +$21.1K +1,027 +2%
HighTower Advisors
24
HighTower Advisors
Illinois
$1.21M +$347K +16,927 +41%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$1.21M -$2.73K -133 -0.2%