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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
EWM
51
Empirical Wealth Management
Washington
$675K -$59.5K -2,900 -8%
KA
52
Kovack Advisors
Florida
$672K +$85.7K +4,182 +15%
PFS
53
Prospera Financial Services
Texas
$665K +$288K +14,062 +76%
AA
54
AlphaMark Advisors
Kentucky
$663K +$666K +32,492 New
CWG
55
Crown Wealth Group
North Carolina
$637K +$640K +31,225 New
OMC
56
Old Mission Capital
Illinois
$629K +$113K +5,489 +22%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$629K +$632K +30,830 New
CAG
58
Csenge Advisory Group
Florida
$561K +$13.9K +678 +3%
WS
59
Wedbush Securities
California
$531K -$10.2K -496 -2%
AAS
60
Ameritas Advisory Services
Nebraska
$497K +$500K +24,367 New
LFASL
61
Lugano Financial Advisors SA (LFA)
Switzerland
$490K +$492K +24,000 New
Mercer Global Advisors
62
Mercer Global Advisors
Colorado
$451K +$3.48K +170 +0.8%
WA
63
Wambolt & Associates
Colorado
$436K +$51.5K +2,511 +13%
SA
64
Strategic Advisors
New York
$413K
ASN
65
Advisory Services Network
Georgia
$384K +$431 +21 +0.1%
MSCM
66
McElhenny Sheffield Capital Management
Texas
$361K -$127K -6,200 -26%
IAN
67
Integrated Advisors Network
Texas
$355K -$83.6K -4,079 -19%
Commonwealth Equity Services
68
Commonwealth Equity Services
Massachusetts
$354K +$10.5K +511 +3%
WWMSC
69
Wagner Wealth Management (South Carolina)
South Carolina
$350K +$264K +12,900 +303%
GM
70
GeoWealth Management
Illinois
$330K +$88.2K +4,303 +36%
PAG
71
Private Advisor Group
New Jersey
$329K +$95.4K +4,652 +41%
EH
72
Equitable Holdings
New York
$318K -$15.3K -747 -5%
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$317K +$318K +15,520 New
JCM
74
Jacobi Capital Management
Pennsylvania
$312K +$56.3K +2,746 +22%
SMC
75
Smith, Moore & Co
Missouri
$300K +$301K +14,700 New