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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 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 16

21% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 53

8% more funds holding

Funds holding: 154166 (+12)

1.94% more ownership

Funds ownership: 71.78%73.73% (+1.9%)

2% more capital invested

Capital invested by funds: $927M → $947M (+$20.6M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
166
Holders Change
+12
Holders Change %
+7.79%
% of All Funds
2.4%
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
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
101
US Bancorp
Minnesota
$388K -$14.6K -799 -4%
MA
102
Mutual Advisors
Nebraska
$377K +$3.06K +168 +0.8%
MSFS
103
Main Street Financial Solutions
Pennsylvania
$371K +$114K +6,287 +45%
AFC
104
AFT Forsyth & Company
Florida
$366K +$2.4K +132 +0.7%
AAS
105
Avantax Advisory Services
Texas
$364K -$30.2K -1,661 -8%
SF
106
Synovus Financial
Georgia
$358K +$90.7K +4,981 +34%
AWAG
107
ARS Wealth Advisors Group
Florida
$334K -$5.46K -300 -2%
Mercer Global Advisors
108
Mercer Global Advisors
Colorado
$329K +$164 +9 +0.1%
MSCM
109
McElhenny Sheffield Capital Management
Texas
$325K
Mirae Asset Global Investments
110
Mirae Asset Global Investments
South Korea
$321K +$319K +17,492 New
AI
111
Atria Investments
North Carolina
$311K +$308K +16,940 New
WWMSC
112
Wagner Wealth Management (South Carolina)
South Carolina
$306K +$230K +12,625 +315%
KAS
113
Kestra Advisory Services
Texas
$290K +$287K +15,769 New
Koshinski Asset Management
114
Koshinski Asset Management
Illinois
$287K +$17.9K +982 +7%
SOS
115
Silver Oak Securities
Tennessee
$281K +$35.8K +1,965 +15%
SCA
116
Snowden Capital Advisors
New York
$262K -$49.2K -2,704 -16%
MOS
117
MGO One Seven
Ohio
$251K +$249K +13,655 New
GIP
118
Greatmark Investment Partners
Georgia
$246K
MML Investors Services
119
MML Investors Services
Massachusetts
$246K -$144K -7,882 -37%
AIFAIM
120
American Institute for Advanced Investment Management
Arizona
$231K -$24.6K -1,350 -10%
AWM
121
Accel Wealth Management
Iowa
$222K +$220K +12,065 New
BRIA
122
Balanced Rock Investment Advisors
Massachusetts
$219K +$217K +11,927 New
MFGM
123
Marshall Financial Group (Maryland)
Maryland
$216K -$12.8K -701 -6%
KWA
124
Kingswood Wealth Advisors
California
$212K -$107K -5,900 -34%
AFP
125
Ausdal Financial Partners
Iowa
$209K -$8.83K -485 -4%