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First Trust Institutional Preferred Securities and Income ETF

163 hedge funds and large institutions have $1.13B invested in First Trust Institutional Preferred Securities and Income ETF in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 75 increasing their positions, 50 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
-3
Holders Change %
-1.81%
% of All Funds
2.36%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
14
Increased
75
Reduced
50
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GIP
126
Greatmark Investment Partners
Georgia
$256K
MOS
127
MGO One Seven
Ohio
$251K -$9.15K -480 -4%
AFC
128
AFT Forsyth & Company
Florida
$238K -$142K -7,449 -37%
PNC
129
Park National Corp
Ohio
$236K +$236K +12,400 New
MFGM
130
Marshall Financial Group (Maryland)
Maryland
$225K
KWA
131
Kingswood Wealth Advisors
California
$220K
Wealth Enhancement Advisory Services
132
Wealth Enhancement Advisory Services
Minnesota
$209K +$209K +10,978 New
CWM
133
Castle Wealth Management
Florida
$205K -$4.84K -254 -2%
JCM
134
Jacobi Capital Management
Pennsylvania
$203K +$1.41K +74 +0.7%
PTC
135
Private Trust Company
Ohio
$151K
DF
136
Dunhill Financial
United Kingdom
$105K
ZB
137
Zions Bancorporation
Utah
$95.4K
Wells Fargo
138
Wells Fargo
California
$93.2K +$74K +3,878 +384%
RCM
139
Raleigh Capital Management
North Carolina
$78.3K -$60.7K -3,184 -44%
PAG
140
Paladin Advisory Group
Iowa
$76.9K
CA
141
CoreCap Advisors
Michigan
$55.3K +$55.3K +2,900 New
GM
142
GeoWealth Management
Illinois
$54.2K +$54.2K +2,844 New
CFGS
143
Concourse Financial Group Securities
Alabama
$45.7K -$30.6K -1,604 -40%
HGERS
144
Householder Group Estate & Retirement Specialist
Arizona
$42K
AA
145
AlphaMark Advisors
Kentucky
$38K
SIS
146
Sound Income Strategies
Florida
$32.6K
FFA
147
Farther Finance Advisors
California
$28.7K
WIM
148
Westside Investment Management
California
$28.6K
GRP
149
Global Retirement Partners
California
$23K +$1.01K +53 +5%
OP
150
ORG Partners
Indiana
$19.1K +$19.1K +1,000 New