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First Trust Institutional Preferred Securities and Income ETF

134 hedge funds and large institutions have $728M invested in First Trust Institutional Preferred Securities and Income ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 48 increasing their positions, 58 reducing their positions, and 14 closing their positions.

Holders
134
Holders Change
-2
Holders Change %
-1.47%
% of All Funds
2.14%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
13
Increased
48
Reduced
58
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
DADC
76
D.A. Davidson & Co
Montana
$596K 35,312 -15,319 -30%
PFS
77
Prospera Financial Services
Texas
$572K 33,864 +1,831 +6%
EH
78
Equitable Holdings
New York
$523K 30,991 -3,656 -11%
SWP
79
Summit Wealth Partners
Florida
$523K 30,956 +4,561 +17%
FCM
80
Family Capital Management
Michigan
$516K 30,548
SW
81
SlateStone Wealth
Florida
$506K 30,000
LNC
82
Lincoln National Corp
Pennsylvania
$497K 29,417 -1,070 -4%
JIP
83
Jaffetilchin Investment Partners
Florida
$463K 27,429 +373 +1%
AFC
84
AFT Forsyth & Company
Florida
$449K 26,604 -1,547 -5%
BWM
85
BlackDiamond Wealth Management
New York
$446K 27,093 +13,555 +100%
TNBTD
86
Trustmark National Bank Trust Department
Mississippi
$444K 26,300 -2,672 -9%
EAM
87
Evanson Asset Management
California
$422K 25,000 +25,000 New
LFASL
88
Lugano Financial Advisors SA (LFA)
Switzerland
$405K 24,000
AAS
89
Ameritas Advisory Services
Nebraska
$398K 24,007 -1,886 -7%
Susquehanna International Group
90
Susquehanna International Group
Pennsylvania
$388K 22,970 -6,167 -21%
KCFA
91
Key Client Fiduciary Advisors
New Jersey
$370K 21,897 +10 +0%
BFEC
92
Benjamin F. Edwards & Company
Missouri
$362K 21,465 -47,364 -69%
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$343K 20,294 +18,712 +1,183%
AAS
94
Avantax Advisory Services
Texas
$343K 20,295 -2,695 -12%
KPWS
95
Kestra Private Wealth Services
Texas
$329K 19,511 +243 +1%
WA
96
Wambolt & Associates
Colorado
$318K 18,875 -2,425 -11%
Koshinski Asset Management
97
Koshinski Asset Management
Illinois
$317K 18,792 -2,293 -11%
AIFAIM
98
American Institute for Advanced Investment Management
Arizona
$317K 18,767 -29,560 -61%
Cetera Investment Advisers
99
Cetera Investment Advisers
Illinois
$313K 18,553 -15,254 -45%
Creative Planning
100
Creative Planning
Kansas
$312K 18,464 +18,464 New