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First Trust Institutional Preferred Securities and Income ETF

136 hedge funds and large institutions have $708M invested in First Trust Institutional Preferred Securities and Income ETF in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 58 increasing their positions, 53 reducing their positions, and 21 closing their positions.

Holders
136
Holders Change
-6
Holders Change %
-4.23%
% of All Funds
2.15%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
16
Increased
58
Reduced
53
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
First Trust Advisors
26
First Trust Advisors
Illinois
$4.57M 271,272 +6,200 +2%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$4.52M 267,929 +27,494 +11%
KFI
28
Key Financial Inc
Pennsylvania
$4.34M 257,392 +165,407 +180%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$3.87M 229,839 -24,099 -9%
PWM
30
Peterson Wealth Management
Nevada
$3.85M 228,557 -16,200 -7%
CCA
31
Clearwater Capital Advisors
Illinois
$3.85M 228,410 -9,436 -4%
MFGM
32
Marshall Financial Group (Maryland)
Maryland
$3.8M 225,552 +13,170 +6%
Renaissance Technologies
33
Renaissance Technologies
New York
$3.5M 207,495 +207,495 New
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$3.32M 196,771 +86,883 +79%
PFC
35
Phocas Financial Corp
California
$3.16M 187,450 -29,595 -14%
WF
36
Welch & Forbes
Massachusetts
$3.04M 180,624 -10,000 -5%
HSA
37
HBK Sorce Advisory
Pennsylvania
$2.94M 174,666 -4,679 -3%
1W
38
1776 Wealth
Georgia
$2.83M 168,159 +4,796 +3%
QWM
39
QP Wealth Management
New Jersey
$2.76M 163,849 +12,546 +8%
PTP
40
Platform Technology Partners
New York
$2.31M 136,449 -602 -0.4%
HighTower Advisors
41
HighTower Advisors
Illinois
$2.24M 132,973 +6,036 +5%
VIM
42
Vista Investment Management
Pennsylvania
$2.12M 125,812 +25,238 +25%
CAN
43
Cetera Advisor Networks
California
$2M 118,772 +79,489 +202%
SPI
44
Sutton Place Investors
New York
$1.89M 112,195 -2,461 -2%
WAM
45
Walker Asset Management
Missouri
$1.8M 106,836 -14,900 -12%
IGWM
46
ICA Group Wealth Management
Colorado
$1.75M 104,021 +9,951 +11%
MML Investors Services
47
MML Investors Services
Massachusetts
$1.73M 102,362 -52,948 -34%
UCMOK
48
United Capital Management of KS
Kansas
$1.72M 102,078 -12,033 -11%
WA
49
Win Advisors
Florida
$1.67M 126,845 +126,845 New
SPC
50
Sigma Planning Corp
Michigan
$1.65M 97,729 +13,109 +15%