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First Trust Institutional Preferred Securities and Income ETF

96 hedge funds and large institutions have $360M invested in First Trust Institutional Preferred Securities and Income ETF in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 49 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 6

188% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 17

50% more funds holding in top 10

Funds holding in top 10: 812 (+4)

33% more capital invested

Capital invested by funds: $270M → $360M (+$89.8M)

17% more funds holding

Funds holding: 8296 (+14)

6.43% more ownership

Funds ownership: 59%65.42% (+6.4%)

Holders
96
Holders Change
+14
Holders Change %
+17.07%
% of All Funds
1.48%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.18%
New
22
Increased
49
Reduced
17
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UCMOK
26
United Capital Management of KS
Kansas
$3.29M +$563K +27,448 +20%
PWA
27
PCG Wealth Advisors
Kansas
$3.14M +$3.16M +154,288 New
Stifel Financial
28
Stifel Financial
Missouri
$3.06M +$867K +42,293 +39%
First Trust Advisors
29
First Trust Advisors
Illinois
$2.73M -$25.9K -1,262 -0.9%
SWP
30
ShoreHaven Wealth Partners
New Jersey
$2.5M -$49.5K -2,416 -2%
TLP
31
Trinity Legacy Partners
Texas
$2.09M +$1.21M +59,107 +137%
FAIM
32
Financial Advocates Investment Management
Washington
$2.07M +$826K +40,263 +66%
PGAM
33
Princeton Global Asset Management
New Jersey
$1.92M +$1.11M +54,301 +136%
KCFA
34
Key Client Fiduciary Advisors
New Jersey
$1.84M +$1.85M +90,074 New
VIM
35
Vista Investment Management
Pennsylvania
$1.66M +$9.06K +442 +0.5%
HighTower Advisors
36
HighTower Advisors
Illinois
$1.64M +$494K +24,092 +43%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$1.54M +$641K +31,264 +70%
WA
38
WESPAC Advisors
California
$1.45M -$261K -12,724 -15%
RPSA
39
Richard P. Slaughter Associates
Texas
$1.21M +$9.64K +470 +0.8%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$1.1M +$410 +20 +0%
CA
41
Cetera Advisors
Colorado
$1.08M +$379K +18,494 +54%
AWA
42
Arkadios Wealth Advisors
Georgia
$1.05M +$1.02M +49,778 +3,201%
Koshinski Asset Management
43
Koshinski Asset Management
Illinois
$975K -$699K -34,069 -42%
TWM
44
Tradition Wealth Management
Minnesota
$948K +$296K +14,435 +45%
SG
45
StoneX Group
New York
$865K +$459K +22,367 +112%
BRWM
46
B. Riley Wealth Management
Tennessee
$850K
FHB
47
First Hawaiian Bank
Hawaii
$754K +$758K +36,961 New
CA
48
CoreCap Advisors
Michigan
$712K +$716K +34,903 New
PA
49
PSI Advisors
Florida
$693K +$697K +33,973 New
Truist Financial
50
Truist Financial
North Carolina
$684K +$204K +9,931 +42%