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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
CA
51
Cetera Advisors
Colorado
$1.03M +$4.49K +227 +0.4%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$910K +$620K +31,379 +202%
EWM
53
Empirical Wealth Management
Washington
$817K +$179K +9,041 +27%
Truist Financial
54
Truist Financial
North Carolina
$642K -$8.14K -412 -1%
SG
55
StoneX Group
New York
$630K -$196K -9,926 -23%
PFS
56
Prospera Financial Services
Texas
$626K -$6.19K -313 -1%
CFGS
57
Concourse Financial Group Securities
Alabama
$619K +$599K +30,300 +1,897%
AFC
58
AFT Forsyth & Company
Florida
$616K +$628K +31,752 New
PA
59
PSI Advisors
Florida
$593K -$67.5K -3,415 -10%
KA
60
Kovack Advisors
Florida
$593K -$46.5K -2,350 -7%
CA
61
CoreCap Advisors
Michigan
$586K -$93.1K -4,710 -13%
PAG
62
Private Advisor Group
New Jersey
$584K +$276K +13,946 +86%
CWG
63
Crown Wealth Group
North Carolina
$558K -$48.8K -2,469 -8%
FPCG
64
Forum Private Client Group
Indiana
$542K +$553K +27,954 New
AAS
65
Ameritas Advisory Services
Nebraska
$529K +$57.8K +2,925 +12%
CAG
66
Csenge Advisory Group
Florida
$495K -$32K -1,620 -6%
WA
67
Wambolt & Associates
Colorado
$482K +$67.8K +3,432 +16%
LFASL
68
Lugano Financial Advisors SA (LFA)
Switzerland
$465K
JIP
69
Jaffetilchin Investment Partners
Florida
$437K -$12.4M -628,848 -96%
Mercer Global Advisors
70
Mercer Global Advisors
Colorado
$431K +$2.19K +111 +0.5%
Commonwealth Equity Services
71
Commonwealth Equity Services
Massachusetts
$397K +$61.5K +3,111 +18%
AA
72
AlphaMark Advisors
Kentucky
$376K -$259K -13,092 -40%
GM
73
GeoWealth Management
Illinois
$366K +$53.4K +2,702 +17%
WPC
74
Wedmont Private Capital
Pennsylvania
$366K +$372K +18,800 New
ASN
75
Advisory Services Network
Georgia
$364K -$1.11K -56 -0.3%