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First Trust Institutional Preferred Securities and Income ETF

166 hedge funds and large institutions have $947M invested in First Trust Institutional Preferred Securities and Income ETF in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 64 increasing their positions, 53 reducing their positions, and 15 closing their positions.

Holders
166
Holders Change
+13
Holders Change %
+8.5%
% of All Funds
2.41%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
30
Increased
64
Reduced
53
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SWP
76
Stratos Wealth Partners
Ohio
$911K 49,584 +12,129 +32%
MW
77
Maia Wealth
Colorado
$896K 48,270 +48,270 New
MFG
78
Magnus Financial Group
New York
$859K 46,765 +547 +1%
BRWA
79
B. Riley Wealth Advisors
Florida
$844K 45,945 +5,191 +13%
IGWM
80
ICA Group Wealth Management
Colorado
$841K 45,758 -52,319 -53%
WWM
81
Western Wealth Management
Colorado
$823K 44,782 +3,144 +8%
JIP
82
Jaffetilchin Investment Partners
Florida
$816K 44,432 -3,028 -6%
IA
83
IFP Advisors
Florida
$760K 41,365 +454 +1%
PFS
84
Prospera Financial Services
Texas
$758K 41,286 +5,157 +14%
FPCG
85
Forum Private Client Group
Indiana
$695K 37,821 -385 -1%
Mariner
86
Mariner
Kansas
$634K 34,534 +34,534 New
IC
87
Inscription Capital
Texas
$609K 33,132 +207 +0.6%
CIA
88
Concurrent Investment Advisors
Florida
$582K 31,678 +2,735 +9%
KA
89
Kovack Advisors
Florida
$575K 31,306 +31,306 New
CWA
90
Clarus Wealth Advisors
Arizona
$556K 30,136 +971 +3%
SW
91
SlateStone Wealth
Florida
$551K 30,000
TNBTD
92
Trustmark National Bank Trust Department
Mississippi
$519K 28,259
SA
93
Sanctuary Advisors
Indiana
$514K 28,610 +28,610 New
Envestnet Portfolio Solutions
94
Envestnet Portfolio Solutions
Illinois
$511K 27,827 +392 +1%
SWM
95
Spire Wealth Management
Virginia
$501K 27,257 -26,980 -50%
PFA
96
Plotkin Financial Advisors
Maryland
$490K 26,673 +2,100 +9%
VCM
97
Virtue Capital Management
Tennessee
$451K 24,380 -1,214 -5%
BFA
98
Beacon Financial Advisory
Ohio
$447K 24,349 +24,349 New
LFASL
99
Lugano Financial Advisors SA (LFA)
Switzerland
$441K 24,000
HI
100
Harbour Investments
Wisconsin
$406K 22,081 -7,892 -26%