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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 %
US Bancorp
101
US Bancorp
Minnesota
$388K 21,118 -799 -4%
MA
102
Mutual Advisors
Nebraska
$377K 20,345 +168 +0.8%
MSFS
103
Main Street Financial Solutions
Pennsylvania
$371K 20,203 +6,287 +45%
AFC
104
AFT Forsyth & Company
Florida
$366K 19,944 +132 +0.7%
AAS
105
Avantax Advisory Services
Texas
$364K 19,841 -1,661 -8%
SF
106
Synovus Financial
Georgia
$358K 19,475 +4,981 +34%
AWAG
107
ARS Wealth Advisors Group
Florida
$334K 18,182 -300 -2%
Mercer Global Advisors
108
Mercer Global Advisors
Colorado
$329K 17,922 +9 +0.1%
MSCM
109
McElhenny Sheffield Capital Management
Texas
$325K 17,693
Mirae Asset Global Investments
110
Mirae Asset Global Investments
South Korea
$321K 17,492 +17,492 New
AI
111
Atria Investments
North Carolina
$311K 16,940 +16,940 New
WWM
112
Wagner Wealth Management
South Carolina
$306K 16,636 +12,625 +315%
KAS
113
Kestra Advisory Services
Texas
$290K 15,769 +15,769 New
Koshinski Asset Management
114
Koshinski Asset Management
Illinois
$287K 15,538 +982 +7%
SOS
115
Silver Oak Securities
Tennessee
$281K 15,304 +1,965 +15%
SCA
116
Snowden Capital Advisors
New York
$262K 14,252 -2,704 -16%
MOS
117
MGO One Seven
Ohio
$251K 13,655 +13,655 New
GIP
118
Greatmark Investment Partners
Georgia
$246K 13,400
MML Investors Services
119
MML Investors Services
Massachusetts
$246K 13,416 -7,882 -37%
AIFAIM
120
American Institute for Advanced Investment Management
Arizona
$231K 12,550 -1,350 -10%
AWM
121
Accel Wealth Management
Iowa
$222K 12,065 +12,065 New
BRIA
122
Balanced Rock Investment Advisors
Massachusetts
$219K 11,927 +11,927 New
MFGM
123
Marshall Financial Group (Maryland)
Maryland
$216K 11,776 -701 -6%
KWA
124
Kingswood Wealth Advisors
California
$212K 11,550 -5,900 -34%
AFP
125
Ausdal Financial Partners
Iowa
$209K 11,377 -485 -4%