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First Trust Institutional Preferred Securities and Income ETF

136 hedge funds and large institutions have $643M invested in First Trust Institutional Preferred Securities and Income ETF in 2022 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 49 increasing their positions, 37 reducing their positions, and 13 closing their positions.

Holders
136
Holders Change
+27
Holders Change %
+24.77%
% of All Funds
2.19%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.18%
New
41
Increased
49
Reduced
37
Closed
13
Calls
$1.86M
Puts
Net Calls
+$1.86M
Net Calls Change
+$304K
Name Market Value Shares Shares
Change
Shares
Change %
FCM
76
Family Capital Management
Michigan
$544K 30,548 +30,548 New
WWM
77
Wagner Wealth Management
South Carolina
$537K 30,170 -16,896 -36%
CAN
78
Cetera Advisor Networks
California
$511K 28,702 +17,357 +153%
LNC
79
Lincoln National Corp
Pennsylvania
$502K 28,185 +28,185 New
AFC
80
AFT Forsyth & Company
Florida
$492K 27,644 -2,108 -7%
AAS
81
Ameritas Advisory Services
Nebraska
$488K 27,423 +1,310 +5%
JIP
82
Jaffetilchin Investment Partners
Florida
$487K 27,324 -15,149 -36%
KCFA
83
Key Client Fiduciary Advisors
New Jersey
$451K 25,326 -6,871 -21%
AWS
84
Atria Wealth Solutions
New York
$449K 25,185 +25,185 New
SWM
85
Southern Wealth Management
Texas
$446K 25,031 -14,878 -37%
CBB
86
Citizens Business Bank
California
$442K 24,838 +24,838 New
AWG
87
Altus Wealth Group
Colorado
$436K 24,464 +24,464 New
LFASL
88
Lugano Financial Advisors SA (LFA)
Switzerland
$427K 24,000
FIC
89
Family Investment Center
Missouri
$421K 23,628 +23,628 New
WA
90
Wambolt & Associates
Colorado
$413K 23,205 -261 -1%
BCM
91
Brookstone Capital Management
Illinois
$390K 21,653 +21,653 New
Mercer Global Advisors
92
Mercer Global Advisors
Colorado
$372K 20,909 -247 -1%
WIP
93
WealthCare Investment Partners
Rhode Island
$369K 20,705 +5,088 +33%
EH
94
Equitable Holdings
New York
$352K 19,742 +2,633 +15%
ASN
95
Advisory Services Network
Georgia
$339K 19,014 +19,014 New
MSCM
96
McElhenny Sheffield Capital Management
Texas
$315K 17,693
VCM
97
Virtue Capital Management
Tennessee
$301K 16,918 -68 -0.4%
KPWS
98
Kestra Private Wealth Services
Texas
$297K 16,690 +16,690 New
JCM
99
Jacobi Capital Management
Pennsylvania
$291K 16,338 -1,313 -7%
AFA
100
Alpha Financial Advisors
North Carolina
$256K 14,357 +14,357 New