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First Trust Institutional Preferred Securities and Income ETF

166 hedge funds and large institutions have $947M invested in First Trust Institutional Preferred Securities and Income ETF in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 64 increasing their positions, 53 reducing their positions, and 15 closing their positions.

Holders
166
Holders Change
+13
Holders Change %
+8.5%
% of All Funds
2.41%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
30
Increased
64
Reduced
53
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SMC
126
Smith, Moore & Co
Missouri
$206K
AWS
127
Atria Wealth Solutions
New York
$205K -$815K -44,371 -80%
CWM
128
Castle Wealth Management
Florida
$202K +$73 +4 +0%
Northwestern Mutual Wealth Management
129
Northwestern Mutual Wealth Management
Wisconsin
$196K +$88.6K +4,824 +83%
JCM
130
Jacobi Capital Management
Pennsylvania
$194K -$9.88K -538 -5%
WPC
131
Wedmont Private Capital
Pennsylvania
$186K +$186K +10,053 New
NS
132
NBC Securities
Alabama
$185K +$15.5K +844 +9%
Susquehanna International Group
133
Susquehanna International Group
Pennsylvania
$184K +$184K +10,000 New
IAIM
134
International Assets Investment Management
Florida
$157K +$157K +8,536 New
PTC
135
Private Trust Company
Ohio
$146K -$49.6K -2,700 -25%
RCM
136
Raleigh Capital Management
North Carolina
$134K +$18 +1 +0%
DF
137
Dunhill Financial
United Kingdom
$101K -$70.3K -3,825 -41%
ZB
138
Zions Bancorporation
Utah
$91.9K +$91.9K +5,000 New
PAG
139
Paladin Advisory Group
Iowa
$74K
CFGS
140
Concourse Financial Group Securities
Alabama
$73.5K
BEI
141
Benjamin Edwards Inc
Missouri
$60K -$3.32K -180 -5%
FIM
142
FWL Investment Management
Texas
$43.1K +$43.1K +2,345 New
HGERS
143
Householder Group Estate & Retirement Specialist
Arizona
$40K +$40K +2,223 New
AA
144
AlphaMark Advisors
Kentucky
$37K
BNP Paribas Financial Markets
145
BNP Paribas Financial Markets
France
$33.3K +$30.7K +1,669 +1,143%
SIS
146
Sound Income Strategies
Florida
$31.4K
FFA
147
Farther Finance Advisors
California
$27.6K +$27.6K +1,503 New
WIM
148
Westside Investment Management
California
$27.6K
GRP
149
Global Retirement Partners
California
$21.2K -$12.7K -690 -37%
BFEC
150
Benjamin F. Edwards & Company
Missouri
$21K -$260K -14,225 -93%