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First Trust Institutional Preferred Securities and Income ETF

66 hedge funds and large institutions have $168M invested in First Trust Institutional Preferred Securities and Income ETF in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 13 reducing their positions, and 5 closing their positions.

Holders
66
Holders Change
+12
Holders Change %
+22.22%
% of All Funds
1.16%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
17
Increased
30
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SEIA
51
Signature Estate & Investment Advisors
California
$223K 11,034 -8,091 -42%
PGAM
52
Princeton Global Asset Management
New Jersey
$124K 6,119 +6,119 New
IA
53
IFP Advisors
Florida
$117K 5,830 +2,465 +73%
JCM
54
Jacobi Capital Management
Pennsylvania
$107K 5,270 +59 +1%
WWM
55
Wagner Wealth Management
South Carolina
$63K 3,091 +3,091 New
TWM
56
Tradition Wealth Management
Minnesota
$59K 2,923 +2,923 New
WAP
57
Wealthcare Advisory Partners
Pennsylvania
$51K 2,500 +2,500 New
GRP
58
Global Retirement Partners
California
$40K 1,980 +14 +0.7%
SIS
59
Sound Income Strategies
Florida
$34.6K 1,709
William Blair & Company
60
William Blair & Company
Illinois
$32K 1,555 +17 +1%
AWA
61
Arkadios Wealth Advisors
Georgia
$31K 1,555 +1,555 New
SFS
62
Sowell Financial Services
Arkansas
$21K 1,000
GWM
63
Geneos Wealth Management
Colorado
$14K 688 +227 +49%
APWA
64
Atlas Private Wealth Advisors
New Jersey
$11K 545
SWM
65
Spire Wealth Management
Virginia
$10K 500 +500 New
CFGS
66
Concourse Financial Group Securities
Alabama
$5K 253
SS
67
Simplicity Solutions
Minnesota
-107,421 Closed
IA
68
Insight Advisors
Pennsylvania
-63,995 Closed
Jane Street
69
Jane Street
New York
-21,288 Closed
SPIA
70
Steward Partners Investment Advisory
New York
-680 Closed
ADL
71
Asset Dedication LLC
California
-558 Closed