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First Trust Institutional Preferred Securities and Income ETF

153 hedge funds and large institutions have $927M invested in First Trust Institutional Preferred Securities and Income ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 69 increasing their positions, 47 reducing their positions, and 18 closing their positions.

Holders
153
Holders Change
Holders Change %
0%
% of All Funds
2.22%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
20
Increased
69
Reduced
47
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
DF
126
Dunhill Financial
United Kingdom
$170K 9,345 -7,100 -43%
NS
127
NBC Securities
Alabama
$168K 9,247 -92 -1%
RCM
128
Raleigh Capital Management
North Carolina
$133K 7,288 +5,034 +223%
Northwestern Mutual Wealth Management
129
Northwestern Mutual Wealth Management
Wisconsin
$106K 5,821 +5,667 +3,680%
Wells Fargo
130
Wells Fargo
California
$104K 5,690 +4,711 +481%
PAG
131
Paladin Advisory Group
Iowa
$73.4K 4,032
WWM
132
Wagner Wealth Management
South Carolina
$73.1K 4,011 -13,739 -77%
CFGS
133
Concourse Financial Group Securities
Alabama
$72.9K 4,002 -1,000 -20%
PNC Financial Services Group
134
PNC Financial Services Group
Pennsylvania
$68.7K 3,772 +1,229 +48%
BEI
135
Benjamin Edwards Inc
Missouri
$63K 3,434 -686 -17%
S
136
SignatureFD
Georgia
$43.7K 2,400 +2,400 New
AA
137
AlphaMark Advisors
Kentucky
$36K 2,000
GRP
138
Global Retirement Partners
California
$33.6K 1,844 -41,291 -96%
SIS
139
Sound Income Strategies
Florida
$31.2K 1,711
WIM
140
Westside Investment Management
California
$27.3K 1,500
APC
141
Aspire Private Capital
North Carolina
$16K 876
NFSG
142
Newbridge Financial Services Group
Florida
$13.7K 750
CIAS
143
Capital Investment Advisory Services
North Carolina
$13.1K 720 -750 -51%
KFS
144
Kelly Financial Services
Massachusetts
$13.1K 717 +717 New
RFS
145
Richardson Financial Services
Massachusetts
$11.9K 655 +655 New
TFA
146
Toth Financial Advisory
Virginia
$9.89K 543 -723 -57%
PCM
147
Penserra Capital Management
California
$7K 421 +1 +0.2%
GWM
148
Geneos Wealth Management
Colorado
$6.76K 371 +49 +15%
BNP Paribas Financial Markets
149
BNP Paribas Financial Markets
France
$2.66K 146 +146 New
TAM
150
Tucker Asset Management
Colorado
$1.33K 73 +73 New