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First Trust Institutional Preferred Securities and Income ETF

136 hedge funds and large institutions have $643M invested in First Trust Institutional Preferred Securities and Income ETF in 2022 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 49 increasing their positions, 37 reducing their positions, and 13 closing their positions.

Holders
136
Holders Change
+27
Holders Change %
+24.77%
% of All Funds
2.19%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.18%
New
41
Increased
49
Reduced
37
Closed
13
Calls
$1.86M
Puts
Net Calls
+$1.86M
Net Calls Change
+$304K
Name Market Value Shares Shares
Change
Shares
Change %
SIS
126
Sound Income Strategies
Florida
$30.4K 1,709
TFA
127
Toth Financial Advisory
Virginia
$23.1K 1,298 -193 -13%
FCA
128
Fortis Capital Advisors
Kansas
$18.8K 1,057 +1,057 New
BAM
129
Belpointe Asset Management
Nevada
$18.8K 1,057 +1,057 New
NFSG
130
Newbridge Financial Services Group
Florida
$13.4K 750 +750 New
PA
131
PSI Advisors
Florida
$7.12K 400
SPIA
132
Steward Partners Investment Advisory
New York
$4.83K 271 +271 New
CAL
133
Capital Analysts LLC
Pennsylvania
$3K 194 -2,734 -93%
PAG
134
Private Advisor Group
New Jersey
$1.03K 57,714 +45,595 +376%
NMG
135
New Millennium Group
Utah
$401 22 -3 -12%
WIM
136
Westside Investment Management
California
$26 1,500
Jane Street
137
Jane Street
New York
-564,314 Closed
PWA
138
PCG Wealth Advisors
Kansas
-227,879 Closed
DWP
139
Destiny Wealth Partners
Florida
-192,305 Closed
CA
140
Crumly & Associates
Illinois
-99,916 Closed
WAM
141
WealthTrust Asset Management
Florida
-98,573 Closed
OMC
142
Old Mission Capital
Illinois
-77,806 Closed
Baird Financial Group
143
Baird Financial Group
Wisconsin
-44,270 Closed
Citadel Advisors
144
Citadel Advisors
Florida
-27,680 Closed
TLP
145
Trinity Legacy Partners
Texas
-20,604 Closed
DWM
146
Darwin Wealth Management
Florida
-13,007 Closed
CF
147
Centaurus Financial
California
-5,827 Closed
EC
148
EdgeRock Capital
Colorado
-319 Closed
Fidelity Investments
149
Fidelity Investments
Massachusetts
-2 Closed
PAG
150
Paladin Advisory Group
Iowa