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First Trust Institutional Preferred Securities and Income ETF

153 hedge funds and large institutions have $1.11B invested in First Trust Institutional Preferred Securities and Income ETF in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 47 increasing their positions, 61 reducing their positions, and 8 closing their positions.

Holders
153
Holders Change
+19
Holders Change %
+14.18%
% of All Funds
2.24%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.09%
New
30
Increased
47
Reduced
61
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
VWA
51
Visionary Wealth Advisors
Illinois
$1.54M 86,607 +86,607 New
EWM
52
Empirical Wealth Management
Washington
$1.52M 85,003 -1,030 -1%
PGAM
53
Princeton Global Asset Management
New Jersey
$1.5M 84,226 -5,748 -6%
NA
54
NewEdge Advisors
Louisiana
$1.31M 73,396 +12,901 +21%
NFG
55
Nations Financial Group
Iowa
$1.3M 72,810 -2,070 -3%
UCMOK
56
United Capital Management of KS
Kansas
$1.29M 72,481 -19,175 -21%
AWS
57
Atria Wealth Solutions
New York
$1.13M 63,503 -15,717 -20%
Comerica Bank
58
Comerica Bank
Texas
$1.12M 62,537 +12,441 +25%
RA
59
RFG Advisory
Alabama
$1.04M 58,466 +2,226 +4%
AWA
60
Arkadios Wealth Advisors
Georgia
$1.03M 57,971 -27,737 -32%
GIA
61
Gladstone Institutional Advisory
Florida
$1.02M 57,322 -16,143 -22%
SWM
62
Spire Wealth Management
Virginia
$1.01M 56,597 -2,188 -4%
SPIA
63
Steward Partners Investment Advisory
New York
$985K 55,256 +13,136 +31%
JIP
64
Jaffetilchin Investment Partners
Florida
$908K 50,906 +23,477 +86%
WAP
65
Wealthcare Advisory Partners
Pennsylvania
$883K 49,544 +8,971 +22%
TPWA
66
Twin Peaks Wealth Advisors
California
$880K 49,374 +49,374 New
MFG
67
Magnus Financial Group
New York
$875K 49,086 -330,132 -87%
MW
68
Maia Wealth
Colorado
$801K 44,938 +44,938 New
SWP
69
Summit Wealth Partners
Florida
$773K 43,343 +12,387 +40%
GRP
70
Global Retirement Partners
California
$768K 43,135 -64,801 -60%
ATPW
71
Ashton Thomas Private Wealth
Arizona
$761K 42,684 -301 -0.7%
WWM
72
Western Wealth Management
Colorado
$755K 42,360 +6,631 +19%
KA
73
Kovack Advisors
Florida
$744K 41,740 -15 -0%
SPC
74
Sigma Planning Corp
Michigan
$692K 38,790 -38,373 -50%
HI
75
Harbour Investments
Wisconsin
$684K 38,370 -5,665 -13%