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First Trust Institutional Preferred Securities and Income ETF

109 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 22 funds opening new positions, 40 increasing their positions, 33 reducing their positions, and 13 closing their positions.

Holders
109
Holders Change
+8
Holders Change %
+7.92%
% of All Funds
1.88%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
22
Increased
40
Reduced
33
Closed
13
Calls
$1.55M
Puts
Net Calls
+$1.55M
Net Calls Change
+$1.55M
Name Market Value Shares Shares
Change
Shares
Change %
Baird Financial Group
51
Baird Financial Group
Wisconsin
$759K 44,270 +44,270 New
PFS
52
Prospera Financial Services
Texas
$757K 44,118 -76,728 -63%
JIP
53
Jaffetilchin Investment Partners
Florida
$728K 42,473 -22,094 -34%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$696K 40,605 +4,687 +13%
SWM
55
Southern Wealth Management
Texas
$690K 39,909 -16,902 -30%
EWM
56
Empirical Wealth Management
Washington
$677K 39,465 -21,870 -36%
KA
57
Kovack Advisors
Florida
$587K 34,233 +3,973 +13%
KCFA
58
Key Client Fiduciary Advisors
New Jersey
$552K 32,197 +358 +1%
FPCG
59
Forum Private Client Group
Indiana
$548K 31,976 +1,469 +5%
AFC
60
AFT Forsyth & Company
Florida
$510K 29,752 -1,073 -3%
AAS
61
Avantax Advisory Services
Texas
$504K 29,410 +29,410 New
HI
62
Harbour Investments
Wisconsin
$492K 27,772
SG
63
StoneX Group
New York
$483K 28,135 -290 -1%
Citadel Advisors
64
Citadel Advisors
Florida
$475K 27,680 -176,861 -86%
RA
65
RFG Advisory
Alabama
$457K 26,462 +491 +2%
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$450K 26,262 +11,904 +83%
AAS
67
Ameritas Advisory Services
Nebraska
$448K 26,113 +183 +0.7%
LFASL
68
Lugano Financial Advisors SA (LFA)
Switzerland
$412K 24,000
WA
69
Wambolt & Associates
Colorado
$402K 23,466 -1,319 -5%
Thrivent Financial for Lutherans
70
Thrivent Financial for Lutherans
Minnesota
$376K 21,945 +21,945 New
Mercer Global Advisors
71
Mercer Global Advisors
Colorado
$363K 21,156 -194 -0.9%
TLP
72
Trinity Legacy Partners
Texas
$353K 20,604 -79,740 -79%
BFEC
73
Benjamin F. Edwards & Company
Missouri
$326K 19,003 +19,003 New
MSCM
74
McElhenny Sheffield Capital Management
Texas
$303K 17,693
JCM
75
Jacobi Capital Management
Pennsylvania
$303K 17,651 +476 +3%