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First Trust Institutional Preferred Securities and Income ETF

142 hedge funds and large institutions have $668M invested in First Trust Institutional Preferred Securities and Income ETF in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 68 increasing their positions, 39 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
+6
Holders Change %
+4.41%
% of All Funds
2.27%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
23
Increased
68
Reduced
39
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FHA
126
First Horizon Advisors
Tennessee
$45.5K
JPMorgan Chase & Co
127
JPMorgan Chase & Co
New York
$42K +$42K +2,526 New
VWM
128
Venturi Wealth Management
Texas
$35.1K +$35.1K +2,093 New
AA
129
AlphaMark Advisors
Kentucky
$34K -$8.5K -500 -20%
SIS
130
Sound Income Strategies
Florida
$28.6K
WIM
131
Westside Investment Management
California
$25.1K
CIAS
132
Capital Investment Advisory Services
North Carolina
$22.9K -$89.9K -5,367 -80%
TFA
133
Toth Financial Advisory
Virginia
$20.3K -$1.49K -89 -7%
BAM
134
Belpointe Asset Management
Nevada
$13.4K -$4.31K -257 -24%
FCA
135
Fortis Capital Advisors
Kansas
$13.4K -$4.31K -257 -24%
NFSG
136
Newbridge Financial Services Group
Florida
$12.6K
Commonwealth Equity Services
137
Commonwealth Equity Services
Massachusetts
$4.03K +$3.35K +199,762 +491%
CAL
138
Capital Analysts LLC
Pennsylvania
$3K
SWM
139
Spire Wealth Management
Virginia
$1.56K +$1.56K +93 New
ASN
140
Advisory Services Network
Georgia
$1.33K -$315K -18,934 -100%
NMG
141
New Millennium Group
Utah
$344 -$16 -1 -5%
Fidelity Investments
142
Fidelity Investments
Massachusetts
$17 +$17 +1 New
SAM
143
Synergy Asset Management
Washington
-$9.37M -526,357 Closed
MAM
144
Milestone Asset Management
Pennsylvania
-$4.85M -261,383 Closed
SA
145
Stonebridge Advisors
Connecticut
-$2.67M -149,681 Closed
Koshinski Asset Management
146
Koshinski Asset Management
Illinois
-$718K -40,342 Closed
SG
147
StoneX Group
New York
-$573K -32,187 Closed
AWG
148
Altus Wealth Group
Colorado
-$436K -24,464 Closed
BCM
149
Brookstone Capital Management
Illinois
-$390K -21,653 Closed
AFA
150
Alpha Financial Advisors
North Carolina
-$256K -14,357 Closed