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First Trust Institutional Preferred Securities and Income ETF

134 hedge funds and large institutions have $728M invested in First Trust Institutional Preferred Securities and Income ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 48 increasing their positions, 58 reducing their positions, and 14 closing their positions.

Holders
134
Holders Change
-2
Holders Change %
-1.47%
% of All Funds
2.14%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
13
Increased
48
Reduced
58
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WAM
51
Walker Asset Management
Missouri
$1.49M 88,336 -18,500 -17%
EWM
52
Empirical Wealth Management
Washington
$1.45M 86,033 +9,599 +13%
AWA
53
Arkadios Wealth Advisors
Georgia
$1.45M 85,708 +363 +0.4%
CA
54
Cetera Advisors
Colorado
$1.43M 84,741 +1,391 +2%
AWS
55
Atria Wealth Solutions
New York
$1.34M 79,220 -11,231 -12%
FAIM
56
Financial Advocates Investment Management
Washington
$1.33M 78,513 +12,182 +18%
SPC
57
Sigma Planning Corp
Michigan
$1.3M 77,163 -20,566 -21%
NFG
58
Nations Financial Group
Iowa
$1.26M 74,880 +15,320 +26%
GIA
59
Gladstone Institutional Advisory
Florida
$1.24M 73,465 +1,690 +2%
NA
60
NewEdge Advisors
Louisiana
$1.02M 60,495 +14,959 +33%
SWM
61
Spire Wealth Management
Virginia
$992K 58,785 +12,304 +26%
RA
62
RFG Advisory
Alabama
$949K 56,240 +9,434 +20%
IA
63
IFP Advisors
Florida
$882K 52,270 +11,273 +27%
Comerica Bank
64
Comerica Bank
Texas
$846K 50,096 +50,096 New
SWP
65
Stratos Wealth Partners
Ohio
$806K 47,748 +1,938 +4%
HI
66
Harbour Investments
Wisconsin
$743K 44,035 -2,372 -5%
ATPW
67
Ashton Thomas Private Wealth
Arizona
$726K 42,985 +774 +2%
SPIA
68
Steward Partners Investment Advisory
New York
$711K 42,120 +1,640 +4%
KA
69
Kovack Advisors
Florida
$705K 41,755 +7,116 +21%
BRWA
70
B. Riley Wealth Advisors
Florida
$688K 40,754 -2,190 -5%
WAP
71
Wealthcare Advisory Partners
Pennsylvania
$685K 40,573 +8,993 +28%
DF
72
Dunhill Financial
United Kingdom
$682K 40,984 +1,277 +3%
Jane Street
73
Jane Street
New York
$638K 37,819 -1,538,777 -98%
GM
74
GeoWealth Management
Illinois
$629K 37,372 -6,626 -15%
WWM
75
Western Wealth Management
Colorado
$603K 35,729 +8,040 +29%