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First Trust Institutional Preferred Securities and Income ETF

110 hedge funds and large institutions have $383M invested in First Trust Institutional Preferred Securities and Income ETF in 2022 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 40 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 13

21% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 33

9% more capital invested

Capital invested by funds: $351M → $383M (+$32.2M)

9% more funds holding

Funds holding: 101110 (+9)

1.73% less ownership

Funds ownership: 63.08%61.35% (-1.7%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
110
Holders Change
+9
Holders Change %
+8.91%
% of All Funds
1.9%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
23
Increased
40
Reduced
33
Closed
13
Calls
$1.55M
Puts
Net Calls
+$1.55M
Net Calls Change
+$1.55M
Name Holding Trade Value Shares
Change
Change in
Stake
PTP
26
Platform Technology Partners
New York
$2.67M +$364K +20,130 +15%
1W
27
1776 Wealth
Georgia
$2.52M +$326 +18 +0%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$2.17M -$2.88M -159,367 -56%
Stifel Financial
29
Stifel Financial
Missouri
$1.91M -$65.7K -3,630 -3%
SPI
30
Sutton Place Investors
New York
$1.88M +$1.98M +109,620 New
UCMOK
31
United Capital Management of KS
Kansas
$1.87M -$1.7M -93,665 -46%
PGAM
32
Princeton Global Asset Management
New Jersey
$1.75M +$70.4K +3,891 +4%
IA
33
IFP Advisors
Florida
$1.75M +$265K +14,654 +19%
CA
34
Crumly & Associates
Illinois
$1.71M +$33.6K +1,858 +2%
WAM
35
WealthTrust Asset Management
Florida
$1.69M -$5.74M -317,297 -76%
SIA
36
Soltis Investment Advisors
Utah
$1.64M +$1.78M +98,315 New
BRWA
37
B. Riley Wealth Advisors
Florida
$1.54M +$1.63M +90,056 New
OMC
38
Old Mission Capital
Illinois
$1.33M +$1.41M +77,806 New
IGWM
39
ICA Group Wealth Management
Colorado
$1.31M
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$1.28M -$70.6K -3,898 -5%
VIM
41
Vista Investment Management
Pennsylvania
$1.27M -$77.4K -4,277 -5%
Koshinski Asset Management
42
Koshinski Asset Management
Illinois
$1.27M -$102K -5,621 -7%
HighTower Advisors
43
HighTower Advisors
Illinois
$1.21M -$385K -21,275 -23%
MML Investors Services
44
MML Investors Services
Massachusetts
$1.13M +$1.2M +66,109 New
TWM
45
Tradition Wealth Management
Minnesota
$1.11M +$237K +13,070 +25%
MFG
46
Magnus Financial Group
New York
$1M -$418K -23,068 -28%
GM
47
GeoWealth Management
Illinois
$938K +$615K +33,963 +164%
CA
48
Cetera Advisors
Colorado
$889K
WWMSC
49
Wagner Wealth Management (South Carolina)
South Carolina
$807K +$275K +15,171 +48%
SWP
50
Stratos Wealth Partners
Ohio
$777K +$820K +45,282 New