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First Trust Institutional Preferred Securities and Income ETF

96 hedge funds and large institutions have $360M invested in First Trust Institutional Preferred Securities and Income ETF in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 49 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 6

188% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 17

50% more funds holding in top 10

Funds holding in top 10: 812 (+4)

33% more capital invested

Capital invested by funds: $270M → $360M (+$89.8M)

17% more funds holding

Funds holding: 8296 (+14)

6.43% more ownership

Funds ownership: 59%65.42% (+6.4%)

Holders
96
Holders Change
+14
Holders Change %
+17.07%
% of All Funds
1.48%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.18%
New
22
Increased
49
Reduced
17
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SB
76
Strategic Blueprint
Georgia
$271K -$151K -7,365 -36%
MOS
77
MGO One Seven
Ohio
$239K +$24.2K +1,182 +11%
IA
78
IFP Advisors
Florida
$232K +$61.2K +2,984 +36%
AWM
79
Accel Wealth Management
Iowa
$228K -$19K -927 -8%
VWA
80
V Wealth Advisors
Kansas
$204K
CIAS
81
Capital Investment Advisory Services
North Carolina
$201K -$12.3K -601 -6%
HI
82
Harbour Investments
Wisconsin
$197K -$230K -11,195 -54%
FHA
83
First Horizon Advisors
Tennessee
$73K
BFEC
84
Benjamin F. Edwards & Company
Missouri
$55K +$55.6K +2,711 New
SCA
85
Snowden Capital Advisors
New York
$36K +$36.6K +1,783 New
SIS
86
Sound Income Strategies
Florida
$35K -$35K -1,709 -50%
William Blair & Company
87
William Blair & Company
Illinois
$33K +$226 +11 +0.7%
CFGS
88
Concourse Financial Group Securities
Alabama
$33K +$27.6K +1,344 +531%
TFA
89
Toth Financial Advisory
Virginia
$30K +$13.9K +676 +85%
SC
90
Stephens Consulting
Michigan
$29.1K +$29.2K +1,426 New
APA
91
American Portfolios Advisors
New York
$14.3K
Wells Fargo
92
Wells Fargo
California
$12K
ADL
93
Asset Dedication LLC
California
$11K
GWM
94
Geneos Wealth Management
Colorado
$11K
NFG
95
Next Financial Group
Texas
$11K +$11.2K +546 New
SWM
96
Spire Wealth Management
Virginia
$10K +$10.3K +500 New
DAM
97
Derbend Asset Management
Georgia
-$1.23M -59,589 Closed
Citadel Advisors
98
Citadel Advisors
Florida
-$998K -48,309 Closed
HF
99
HRT Financial
New York
-$204K -9,879 Closed
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
-$51K -2,450 Closed