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First Trust Institutional Preferred Securities and Income ETF

134 hedge funds and large institutions have $728M invested in First Trust Institutional Preferred Securities and Income ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 48 increasing their positions, 58 reducing their positions, and 14 closing their positions.

Holders
134
Holders Change
-2
Holders Change %
-1.47%
% of All Funds
2.14%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
13
Increased
48
Reduced
58
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CIAS
126
Capital Investment Advisory Services
North Carolina
$24.8K 1,470
TFA
127
Toth Financial Advisory
Virginia
$21.1K 1,247 +19 +2%
APC
128
Aspire Private Capital
North Carolina
$14.8K 876
NFSG
129
Newbridge Financial Services Group
Florida
$12.7K 750
Northwestern Mutual Wealth Management
130
Northwestern Mutual Wealth Management
Wisconsin
$10.1K 600 +600 New
PCM
131
Penserra Capital Management
California
$7K 430 +430 New
GWM
132
Geneos Wealth Management
Colorado
$5.44K 322 -484 -60%
NMG
133
New Millennium Group
Utah
$219 13 -7 -35%
DFA
134
DHJJ Financial Advisors
Illinois
$93 5 +5 New
CPSAC
135
Chas P. Smith & Associates (CPS)
Florida
-2,207,639 Closed
Bank of Montreal
136
Bank of Montreal
Ontario, Canada
-471,326 Closed
CCA
137
Clearwater Capital Advisors
Illinois
-228,410 Closed
HSA
138
HBK Sorce Advisory
Pennsylvania
-174,666 Closed
WA
139
Win Advisors
Florida
-126,845 Closed
USCWA
140
U.S. Capital Wealth Advisors
Texas
-60,825 Closed
TWM
141
Tradition Wealth Management
Minnesota
-46,661 Closed
FPCG
142
Forum Private Client Group
Indiana
-34,610 Closed
SWA
143
Stratos Wealth Advisors
Ohio
-28,446 Closed
FIC
144
Family Investment Center
Missouri
-26,393 Closed
KWA
145
Kingswood Wealth Advisors
California
-17,600 Closed
OMC
146
Old Mission Capital
Illinois
-16,774 Closed
CW
147
CreativeOne Wealth
Kansas
-10,112 Closed
Fidelity Investments
148
Fidelity Investments
Massachusetts
-1 Closed