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First Trust Institutional Preferred Securities and Income ETF

136 hedge funds and large institutions have $708M invested in First Trust Institutional Preferred Securities and Income ETF in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 58 increasing their positions, 53 reducing their positions, and 21 closing their positions.

Holders
136
Holders Change
-6
Holders Change %
-4.23%
% of All Funds
2.15%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
16
Increased
58
Reduced
53
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SIS
126
Sound Income Strategies
Florida
$38.5K +$9.69K +575 +34%
AA
127
AlphaMark Advisors
Kentucky
$34K
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$27K +$27K +1,582 New
WIM
129
Westside Investment Management
California
$25.3K
CIAS
130
Capital Investment Advisory Services
North Carolina
$24.8K +$1.69K +100 +7%
TFA
131
Toth Financial Advisory
Virginia
$20.7K +$320 +19 +2%
APC
132
Aspire Private Capital
North Carolina
$14.8K +$14.8K +876 New
GWM
133
Geneos Wealth Management
Colorado
$13.6K -$233K -13,801 -94%
NFSG
134
Newbridge Financial Services Group
Florida
$12.6K
NMG
135
New Millennium Group
Utah
$331 -$17 -1 -5%
Fidelity Investments
136
Fidelity Investments
Massachusetts
$17
FFA
137
Founders Financial Alliance
North Carolina
-$2.99M -178,415 Closed
AWM
138
AE Wealth Management
Kansas
-$2.05M -122,391 Closed
RA
139
RiverTree Advisors
Florida
-$974K -58,152 Closed
SIA
140
Soltis Investment Advisors
Utah
-$853K -53,433 Closed
Thrivent Financial for Lutherans
141
Thrivent Financial for Lutherans
Minnesota
-$705K -42,097 Closed
SI
142
Saxon Interests
Texas
-$275K -16,422 Closed
AWE
143
Avidian Wealth Enterprises
Texas
-$249K -14,846 Closed
IFS
144
Ifrah Financial Services
Arkansas
-$236K -14,101 Closed
SMF
145
Sterling Manor Financial
New York
-$216K -12,914 Closed
KAS
146
Kestra Advisory Services
Texas
-$194K -11,605 Closed
WIP
147
WealthCare Investment Partners
Rhode Island
-$186K -11,095 Closed
AWM
148
Accel Wealth Management
Iowa
-$140K -8,341 Closed
CWA
149
Core Wealth Advisors
Florida
-$108K -6,438 Closed
WEG
150
World Equity Group
Illinois
-$245K -2,906 Closed