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First Trust Institutional Preferred Securities and Income ETF

153 hedge funds and large institutions have $1.11B invested in First Trust Institutional Preferred Securities and Income ETF in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 47 increasing their positions, 61 reducing their positions, and 8 closing their positions.

Holders
153
Holders Change
+19
Holders Change %
+14.18%
% of All Funds
2.24%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.09%
New
30
Increased
47
Reduced
61
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAG
126
Csenge Advisory Group
Florida
$180K -$7.29K -409 -4%
SA
127
Stonebridge Advisors
Connecticut
$179K -$10.1M -567,918 -98%
PTC
128
Private Trust Company
Ohio
$172K
NS
129
NBC Securities
Alabama
$166K -$19.6K -1,101 -11%
CFGS
130
Concourse Financial Group Securities
Alabama
$89.2K +$8.75K +491 +11%
BEI
131
Benjamin Edwards Inc
Missouri
$73K
PAG
132
Paladin Advisory Group
Iowa
$71.9K -$2.46K -138 -3%
PNC Financial Services Group
133
PNC Financial Services Group
Pennsylvania
$45.3K +$45.3K +2,543 New
RCM
134
Raleigh Capital Management
North Carolina
$40.2K -$9.76K -547 -20%
AA
135
AlphaMark Advisors
Kentucky
$36K
SIS
136
Sound Income Strategies
Florida
$30.5K -$3.16K -177 -9%
WIM
137
Westside Investment Management
California
$26.7K
CIAS
138
Capital Investment Advisory Services
North Carolina
$26.2K
TFA
139
Toth Financial Advisory
Virginia
$22.6K +$339 +19 +2%
Wells Fargo
140
Wells Fargo
California
$17.4K -$34.6K -1,941 -66%
APC
141
Aspire Private Capital
North Carolina
$15.6K
NFSG
142
Newbridge Financial Services Group
Florida
$13.4K
CTA
143
Colonial Trust Advisors
South Carolina
$12K +$12K +672 New
PS
144
Principal Securities
Iowa
$9.49K +$9.49K +532 New
PCM
145
Penserra Capital Management
California
$7K -$167 -10 -2%
GWM
146
Geneos Wealth Management
Colorado
$5.74K
EC
147
EdgeRock Capital
Colorado
$4.11K +$4.11K +227 New
Northwestern Mutual Wealth Management
148
Northwestern Mutual Wealth Management
Wisconsin
$2.75K -$7.95K -446 -74%
ASN
149
Advisory Services Network
Georgia
$1.41K +$1.41K +79 New
NMG
150
New Millennium Group
Utah
$214 -$18 -1 -8%