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First Trust Institutional Preferred Securities and Income ETF

153 hedge funds and large institutions have $1.11B invested in First Trust Institutional Preferred Securities and Income ETF in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 47 increasing their positions, 61 reducing their positions, and 8 closing their positions.

Holders
153
Holders Change
+19
Holders Change %
+14.18%
% of All Funds
2.24%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.09%
New
30
Increased
47
Reduced
61
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wealth Enhancement Advisory Services
101
Wealth Enhancement Advisory Services
Minnesota
$330K 18,511 +5,192 +39%
HF
102
HRT Financial
New York
$317K 17,790 +17,790 New
WWM
103
Wagner Wealth Management
South Carolina
$316K 17,750 +898 +5%
MSCM
104
McElhenny Sheffield Capital Management
Texas
$315K 17,693
Mercer Global Advisors
105
Mercer Global Advisors
Colorado
$314K 17,614 -397 -2%
KWA
106
Kingswood Wealth Advisors
California
$314K 17,600 +17,600 New
Citadel Advisors
107
Citadel Advisors
Florida
$314K 17,584 +17,584 New
CIA
108
Concurrent Investment Advisors
Florida
$304K 17,058 +17,058 New
Cetera Investment Advisers
109
Cetera Investment Advisers
Illinois
$299K 16,757 -1,796 -10%
DF
110
Dunhill Financial
United Kingdom
$293K 16,445 -24,539 -60%
IAIM
111
International Assets Investment Management
Florida
$293K 16,419 +16,419 New
SMC
112
Smith, Moore & Co
Missouri
$276K 15,500
Envestnet Portfolio Solutions
113
Envestnet Portfolio Solutions
Illinois
$270K 15,158 +3,456 +30%
MA
114
Mutual Advisors
Nebraska
$260K 14,610
SCA
115
Snowden Capital Advisors
New York
$253K 14,203 +86 +0.6%
AWAG
116
ARS Wealth Advisors Group
Florida
$253K 14,182 +14,182 New
AIFAIM
117
American Institute for Advanced Investment Management
Arizona
$248K 13,900 -4,867 -26%
GIP
118
Greatmark Investment Partners
Georgia
$239K 13,400 +525 +4%
MFGM
119
Marshall Financial Group (Maryland)
Maryland
$224K 12,562 -212,606 -94%
TSS
120
Two Sigma Securities
New York
$218K 12,225 +12,225 New
PAS
121
Park Avenue Securities
New York
$204K 11,448 +11,448 New
CWM
122
Castle Wealth Management
Florida
$198K 11,085 -1,533 -12%
JCM
123
Jacobi Capital Management
Pennsylvania
$196K 11,015 -5,196 -32%
AWM
124
AE Wealth Management
Kansas
$189K 10,507 +10,507 New
SOS
125
Silver Oak Securities
Tennessee
$185K 10,371 +10,371 New