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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
1.89%
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
TFA
101
Toth Financial Advisory
Virginia
$26K +$235 +13 +0.9%
GRP
102
Global Retirement Partners
California
$15K +$15.5K +855 New
APA
103
American Portfolios Advisors
New York
$12K
PA
104
PSI Advisors
Florida
$7K
EC
105
EdgeRock Capital
Colorado
$5K +$5.77K +319 New
MCC
106
Money Concepts Capital
Florida
$4K +$36 +2 +0.9%
FHC
107
First Heartland Consultants
Missouri
$242 +$256K +14,126 New
WIM
108
Westside Investment Management
California
$25 +$27.2K +1,500 New
WA
109
WESPAC Advisors
California
-$1.53M -86,435 Closed
GIA
110
Gladstone Institutional Advisory
Florida
-$1.16M -65,400 Closed
CPSAC
111
Chas P. Smith & Associates (CPS)
Florida
-$519K -29,285 Closed
CA
112
CoreCap Advisors
Michigan
-$394K -22,209 Closed
WPC
113
Wedmont Private Capital
Pennsylvania
-$333K -18,800 Closed
PWM
114
PRW Wealth Management
Massachusetts
-$268K -15,560 Closed
ASN
115
Advisory Services Network
Georgia
-$244K -13,759 Closed
IAN
116
Integrated Advisors Network
Texas
-$218K -12,328 Closed
MOS
117
MGO One Seven
Ohio
-$205K -11,594 Closed
WS
118
Wedbush Securities
California
-$191K -10,782 Closed
DAS
119
Dynamic Advisor Solutions
Arizona
-$178K -10,050 Closed
PTC
120
Private Trust Company
Ohio
-$13K -745 Closed
NMG
121
New Millennium Group
Utah
-$36 -2 -7%
Fidelity Investments
122
Fidelity Investments
Massachusetts
+$18 +1 +100%