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First Trust Institutional Preferred Securities and Income ETF

102 hedge funds and large institutions have $351M invested in First Trust Institutional Preferred Securities and Income ETF in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 27

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

6% more funds holding

Funds holding: 96102 (+6)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

3% less capital invested

Capital invested by funds: $360M → $351M (-$9.16M)

2.23% less ownership

Funds ownership: 65.42%63.19% (-2.2%)

Holders
102
Holders Change
+6
Holders Change %
+6.25%
% of All Funds
1.61%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
20
Increased
46
Reduced
27
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSCM
76
McElhenny Sheffield Capital Management
Texas
$343K
JCM
77
Jacobi Capital Management
Pennsylvania
$334K +$37.9K +1,915 +13%
EH
78
Equitable Holdings
New York
$302K +$119 +6 +0%
WS
79
Wedbush Securities
California
$293K -$216K -10,919 -42%
IAN
80
Integrated Advisors Network
Texas
$293K -$45.7K -2,313 -13%
SMC
81
Smith, Moore & Co
Missouri
$266K -$19.8K -1,000 -7%
MOS
82
MGO One Seven
Ohio
$227K
Cetera Investment Advisers
83
Cetera Investment Advisers
Illinois
$225K +$229K +11,577 New
AWM
84
Accel Wealth Management
Iowa
$209K -$8.3K -420 -4%
CAN
85
Cetera Advisor Networks
California
$208K +$212K +10,740 New
DWM
86
Darwin Wealth Management
Florida
$207K +$211K +10,684 New
WIP
87
WealthCare Investment Partners
Rhode Island
$205K +$210K +10,630 New
DAS
88
Dynamic Advisor Solutions
Arizona
$195K +$199K +10,050 New
VWA
89
V Wealth Advisors
Kansas
$194K
CIAS
90
Capital Investment Advisory Services
North Carolina
$177K -$14.8K -750 -8%
MCC
91
Money Concepts Capital
Florida
$123K +$126K +6,350 New
RCM
92
Raleigh Capital Management
North Carolina
$87K +$88.3K +4,467 New
BFEC
93
Benjamin F. Edwards & Company
Missouri
$53K
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
$45K +$46K +2,325 New
SPIA
95
Steward Partners Investment Advisory
New York
$41K +$41.5K +2,100 New
SIS
96
Sound Income Strategies
Florida
$33K
TFA
97
Toth Financial Advisory
Virginia
$29K +$20 +1 +0.1%
Wells Fargo
98
Wells Fargo
California
$18K +$6.42K +325 +55%
APA
99
American Portfolios Advisors
New York
$13.6K
ADL
100
Asset Dedication LLC
California
$11K