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First Trust Institutional Preferred Securities and Income ETF

102 hedge funds and large institutions have $351M invested in First Trust Institutional Preferred Securities and Income ETF in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 27

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

6% more funds holding

Funds holding: 96102 (+6)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

3% less capital invested

Capital invested by funds: $360M → $351M (-$9.16M)

2.23% less ownership

Funds ownership: 65.42%63.19% (-2.2%)

Holders
102
Holders Change
+6
Holders Change %
+6.25%
% of All Funds
1.61%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
20
Increased
46
Reduced
27
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1W
26
1776 Wealth
Georgia
$3.35M -$405K -20,492 -11%
Stifel Financial
27
Stifel Financial
Missouri
$3.21M +$302K +15,260 +10%
PWA
28
PCG Wealth Advisors
Kansas
$3.21M +$220K +11,104 +7%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$2.92M -$2.14M -108,196 -42%
AWA
30
Arkadios Wealth Advisors
Georgia
$2.62M +$1.66M +83,884 +163%
SWP
31
ShoreHaven Wealth Partners
New Jersey
$2.58M +$207K +10,483 +9%
PGAM
32
Princeton Global Asset Management
New Jersey
$2.17M +$346K +17,517 +19%
FAIM
33
Financial Advocates Investment Management
Washington
$2.08M +$113K +5,704 +6%
TLP
34
Trinity Legacy Partners
Texas
$1.99M +$3.34K +169 +0.2%
VIM
35
Vista Investment Management
Pennsylvania
$1.82M +$255K +12,875 +16%
HighTower Advisors
36
HighTower Advisors
Illinois
$1.79M +$238K +12,033 +15%
KCFA
37
Key Client Fiduciary Advisors
New Jersey
$1.78M +$36.7K +1,857 +2%
BRWM
38
B. Riley Wealth Management
Tennessee
$1.72M +$925K +46,800 +112%
OMC
39
Old Mission Capital
Illinois
$1.65M +$1.07M +54,177 +176%
MFG
40
Magnus Financial Group
New York
$1.62M +$1.65M +83,628 New
CA
41
Crumly & Associates
Illinois
$1.6M +$1.63M +82,314 New
Koshinski Asset Management
42
Koshinski Asset Management
Illinois
$1.52M +$604K +30,535 +64%
IA
43
IFP Advisors
Florida
$1.47M +$1.27M +64,122 +569%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$1.43M -$39.3K -1,987 -3%
IGWM
45
ICA Group Wealth Management
Colorado
$1.43M +$1.52M +76,688 New
Citadel Advisors
46
Citadel Advisors
Florida
$1.28M +$1.31M +66,259 New
WWMSC
47
Wagner Wealth Management (South Carolina)
South Carolina
$1.23M +$919K +46,489 +271%
RJFSA
48
Raymond James Financial Services Advisors
Florida
$1.16M +$115K +5,839 +11%
TWM
49
Tradition Wealth Management
Minnesota
$1.14M +$241K +12,181 +26%
WA
50
WESPAC Advisors
California
$1.05M -$335K -16,927 -24%