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First Trust Institutional Preferred Securities and Income ETF

136 hedge funds and large institutions have $708M invested in First Trust Institutional Preferred Securities and Income ETF in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 58 increasing their positions, 53 reducing their positions, and 21 closing their positions.

Holders
136
Holders Change
-6
Holders Change %
-4.23%
% of All Funds
2.15%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
16
Increased
58
Reduced
53
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SPIA
76
Steward Partners Investment Advisory
New York
$682K 40,480 +2,151 +6%
DF
77
Dunhill Financial
United Kingdom
$676K 39,707 +39,707 New
EH
78
Equitable Holdings
New York
$584K 34,647 +10,042 +41%
KA
79
Kovack Advisors
Florida
$584K 34,639 +1,737 +5%
FPCG
80
Forum Private Client Group
Indiana
$583K 34,610 +1,159 +3%
Cetera Investment Advisers
81
Cetera Investment Advisers
Illinois
$570K 33,807 -8,897 -21%
PFS
82
Prospera Financial Services
Texas
$540K 32,033 -12,300 -28%
WAP
83
Wealthcare Advisory Partners
Pennsylvania
$532K 31,580 +31,580 New
FCM
84
Family Capital Management
Michigan
$515K 30,548
LNC
85
Lincoln National Corp
Pennsylvania
$514K 30,487 +703 +2%
CWA
86
Clarus Wealth Advisors
Arizona
$508K 30,182 -3,190 -10%
SW
87
SlateStone Wealth
Florida
$505K 30,000
WWM
88
Wagner Wealth Management
South Carolina
$497K 29,515 -679 -2%
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$491K 29,137 +29,137 New
TNBTD
90
Trustmark National Bank Trust Department
Mississippi
$488K 28,972 -20,500 -41%
SWA
91
Stratos Wealth Advisors
Ohio
$479K 28,446 +28,446 New
AFC
92
AFT Forsyth & Company
Florida
$474K 28,151 -435 -2%
WWM
93
Western Wealth Management
Colorado
$467K 27,689 +10,673 +63%
JIP
94
Jaffetilchin Investment Partners
Florida
$456K 27,056 +5,710 +27%
SWP
95
Summit Wealth Partners
Florida
$445K 26,395 +13,125 +99%
FIC
96
Family Investment Center
Missouri
$445K 26,393 +1,513 +6%
AAS
97
Ameritas Advisory Services
Nebraska
$436K 25,893 +1,948 +8%
LFASL
98
Lugano Financial Advisors SA (LFA)
Switzerland
$404K 24,000
AAS
99
Avantax Advisory Services
Texas
$387K 22,990 -55,111 -71%
KCFA
100
Key Client Fiduciary Advisors
New Jersey
$369K 21,887 +11 +0.1%