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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 %
VCM
101
Virtue Capital Management
Tennessee
$304K 17,948
Mercer Global Advisors
102
Mercer Global Advisors
Colorado
$304K 18,011 -1,852 -9%
MSCM
103
McElhenny Sheffield Capital Management
Texas
$299K 17,693
WWM
104
Wagner Wealth Management
South Carolina
$284K 16,852 -12,663 -43%
JCM
105
Jacobi Capital Management
Pennsylvania
$274K 16,211 -2,927 -15%
SMC
106
Smith, Moore & Co
Missouri
$262K 15,500 -1,000 -6%
MA
107
Mutual Advisors
Nebraska
$247K 14,610 -253 -2%
SCA
108
Snowden Capital Advisors
New York
$238K 14,117 -5,814 -29%
Wealth Enhancement Advisory Services
109
Wealth Enhancement Advisory Services
Minnesota
$225K 13,319 +13,319 New
GIP
110
Greatmark Investment Partners
Georgia
$217K 12,875
CWM
111
Castle Wealth Management
Florida
$213K 12,618 +4 +0%
Envestnet Portfolio Solutions
112
Envestnet Portfolio Solutions
Illinois
$198K 11,702 +11,702 New
KWA
113
KCS Wealth Advisory
California
$188K 11,157 -3,630 -25%
T
114
TRUADVICE
Florida
$184K 10,882 -413 -4%
CAG
115
Csenge Advisory Group
Florida
$177K 10,481 -8,143 -44%
NS
116
NBC Securities
Alabama
$176K 10,440 +10,440 New
PTC
117
Private Trust Company
Ohio
$162K 9,620
CFGS
118
Concourse Financial Group Securities
Alabama
$76.1K 4,511 +14 +0.3%
PAG
119
Paladin Advisory Group
Iowa
$70.4K 4,170
BEI
120
Benjamin Edwards Inc
Missouri
$70K 4,120
Wells Fargo
121
Wells Fargo
California
$49.3K 2,920 -8,180 -74%
RCM
122
Raleigh Capital Management
North Carolina
$47.3K 2,801 -260 -8%
AA
123
AlphaMark Advisors
Kentucky
$34K 2,000
SIS
124
Sound Income Strategies
Florida
$31.9K 1,888 -396 -17%
WIM
125
Westside Investment Management
California
$25.3K 1,500