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First Trust Institutional Preferred Securities and Income ETF

110 hedge funds and large institutions have $383M invested in First Trust Institutional Preferred Securities and Income ETF in 2022 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 40 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 13

21% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 33

9% more capital invested

Capital invested by funds: $351M → $383M (+$32.2M)

9% more funds holding

Funds holding: 101110 (+9)

1.73% less ownership

Funds ownership: 63.08%61.35% (-1.7%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
110
Holders Change
+9
Holders Change %
+8.91%
% of All Funds
1.9%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
23
Increased
40
Reduced
33
Closed
13
Calls
$1.55M
Puts
Net Calls
+$1.55M
Net Calls Change
+$1.55M
Name Holding Trade Value Shares
Change
Change in
Stake
JCM
76
Jacobi Capital Management
Pennsylvania
$303K +$8.62K +476 +3%
EH
77
Equitable Holdings
New York
$293K +$5.88K +325 +2%
VCM
78
Virtue Capital Management
Tennessee
$291K +$307K +16,986 New
MFGM
79
Marshall Financial Group (Maryland)
Maryland
$286K -$412K -22,735 -58%
WIP
80
WealthCare Investment Partners
Rhode Island
$268K +$62.6K +3,458 +28%
SI
81
Saxon Interests
Texas
$264K +$275K +15,204 New
SMC
82
Smith, Moore & Co
Missouri
$242K
KAS
83
Kestra Advisory Services
Texas
$228K +$241K +13,321 New
DWM
84
Darwin Wealth Management
Florida
$224K
GIP
85
Greatmark Investment Partners
Georgia
$221K
PAG
86
Private Advisor Group
New Jersey
$208K -$63.9K -3,528 -23%
CAG
87
Csenge Advisory Group
Florida
$195K -$280K -15,490 -58%
CAN
88
Cetera Advisor Networks
California
$195K -$23.3K -1,285 -10%
Cetera Investment Advisers
89
Cetera Investment Advisers
Illinois
$178K -$7.55K -417 -4%
AWM
90
Accel Wealth Management
Iowa
$172K -$4.94K -273 -3%
CIAS
91
Capital Investment Advisory Services
North Carolina
$137K +$1.36K +75 +0.9%
CF
92
Centaurus Financial
California
$100K +$105K +5,827 New
RCM
93
Raleigh Capital Management
North Carolina
$51K -$8.11K -448 -13%
CAL
94
Capital Analysts LLC
Pennsylvania
$50K +$52K +2,874 +5,322%
FHA
95
First Horizon Advisors
Tennessee
$46K
AA
96
AlphaMark Advisors
Kentucky
$43K
CFGS
97
Concourse Financial Group Securities
Alabama
$40K -$211K -11,683 -83%
GWM
98
Geneos Wealth Management
Colorado
$38K +$29.6K +1,637 +258%
Wells Fargo
99
Wells Fargo
California
$33K +$15.5K +854 +80%
SIS
100
Sound Income Strategies
Florida
$29K