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First Trust Institutional Preferred Securities and Income ETF

166 hedge funds and large institutions have $947M invested in First Trust Institutional Preferred Securities and Income ETF in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 64 increasing their positions, 53 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 16

21% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 53

8% more funds holding

Funds holding: 154166 (+12)

1.94% more ownership

Funds ownership: 71.78%73.73% (+1.9%)

2% more capital invested

Capital invested by funds: $927M → $947M (+$20.6M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
166
Holders Change
+12
Holders Change %
+7.79%
% of All Funds
2.4%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
30
Increased
64
Reduced
53
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
51
Keebeck Wealth Management
Illinois
$1.52M +$499K +27,400 +50%
HighTower Advisors
52
HighTower Advisors
Illinois
$1.52M -$23.9K -1,313 -2%
EWM
53
Empirical Wealth Management
Washington
$1.51M -$88.5K -4,860 -6%
NA
54
NewEdge Advisors
Louisiana
$1.46M +$11.6K +637 +0.8%
JWCA
55
J.W. Cole Advisors
Florida
$1.46M +$1.44M +79,250 New
PGAM
56
Princeton Global Asset Management
New Jersey
$1.43M -$10.5K -575 -0.7%
SPC
57
Sigma Planning Corp
Michigan
$1.38M -$24.1K -1,324 -2%
Prudential Financial
58
Prudential Financial
New Jersey
$1.37M +$269K +14,779 +25%
NFG
59
Nations Financial Group
Iowa
$1.37M +$15.9K +875 +1%
First Trust Advisors
60
First Trust Advisors
Illinois
$1.33M -$1.42M -78,111 -52%
LWM
61
Lakeridge Wealth Management
Ohio
$1.32M +$1.31M +72,049 New
PS
62
Principal Securities
Iowa
$1.32M +$372K +20,431 +40%
SPIA
63
Steward Partners Investment Advisory
New York
$1.32M +$4.53K +249 +0.3%
UCMOK
64
United Capital Management of KS
Kansas
$1.16M -$96.7K -5,312 -8%
WA
65
Win Advisors
Florida
$1.15M +$1.14M +62,791 New
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$1.15M +$248K +13,619 +28%
TPWA
67
Twin Peaks Wealth Advisors
California
$1.12M +$87.3K +4,792 +9%
Comerica Bank
68
Comerica Bank
Texas
$1.03M -$7.99K -439 -0.8%
GIA
69
Gladstone Institutional Advisory
Florida
$980K +$971K +53,337 New
RA
70
RFG Advisory
Alabama
$974K -$73K -4,010 -7%
KPWS
71
Kestra Private Wealth Services
Texas
$973K +$255K +14,020 +36%
PAS
72
Park Avenue Securities
New York
$955K +$102K +5,575 +12%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$945K -$555K -30,504 -37%
AWA
74
Arkadios Wealth Advisors
Georgia
$943K -$70.7K -3,885 -7%
ATPW
75
Ashton Thomas Private Wealth
Arizona
$912K +$59.5K +3,270 +7%