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First Trust Institutional Preferred Securities and Income ETF

110 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 23 funds opening new positions, 40 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 13

21% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 33

9% more capital invested

Capital invested by funds: $351M → $383M (+$32.2M)

9% more funds holding

Funds holding: 101110 (+9)

1.73% less ownership

Funds ownership: 63.08%61.35% (-1.7%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
110
Holders Change
+9
Holders Change %
+8.91%
% of All Funds
1.9%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
23
Increased
40
Reduced
33
Closed
13
Calls
$1.55M
Puts
Net Calls
+$1.55M
Net Calls Change
+$1.55M
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
51
Baird Financial Group
Wisconsin
$759K +$801K +44,270 New
PFS
52
Prospera Financial Services
Texas
$757K -$1.39M -76,728 -63%
JIP
53
Jaffetilchin Investment Partners
Florida
$728K -$400K -22,094 -34%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$696K +$84.8K +4,687 +13%
SWM
55
Southern Wealth Management
Texas
$690K -$306K -16,902 -30%
EWM
56
Empirical Wealth Management
Washington
$677K -$396K -21,870 -36%
KA
57
Kovack Advisors
Florida
$587K +$71.9K +3,973 +13%
KCFA
58
Key Client Fiduciary Advisors
New Jersey
$552K +$6.48K +358 +1%
FPCG
59
Forum Private Client Group
Indiana
$548K +$26.6K +1,469 +5%
AFC
60
AFT Forsyth & Company
Florida
$510K -$19.4K -1,073 -3%
AAS
61
Avantax Advisory Services
Texas
$504K +$532K +29,410 New
HI
62
Harbour Investments
Wisconsin
$492K
SG
63
StoneX Group
New York
$483K -$5.25K -290 -1%
Citadel Advisors
64
Citadel Advisors
Florida
$475K -$3.2M -176,861 -86%
RA
65
RFG Advisory
Alabama
$457K +$8.89K +491 +2%
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$450K +$215K +11,904 +83%
AAS
67
Ameritas Advisory Services
Nebraska
$448K +$3.31K +183 +0.7%
LFASL
68
Lugano Financial Advisors SA (LFA)
Switzerland
$412K
WA
69
Wambolt & Associates
Colorado
$402K -$23.9K -1,319 -5%
Thrivent Financial for Lutherans
70
Thrivent Financial for Lutherans
Minnesota
$376K +$397K +21,945 New
Mercer Global Advisors
71
Mercer Global Advisors
Colorado
$363K -$3.51K -194 -0.9%
TLP
72
Trinity Legacy Partners
Texas
$353K -$1.44M -79,740 -79%
IFG
73
Independent Financial Group
California
$351K +$370K +20,439 New
BFEC
74
Benjamin F. Edwards & Company
Missouri
$326K +$344K +19,003 New
MSCM
75
McElhenny Sheffield Capital Management
Texas
$303K