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First Trust Institutional Preferred Securities and Income ETF

143 hedge funds and large institutions have $668M invested in First Trust Institutional Preferred Securities and Income ETF in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 68 increasing their positions, 39 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 39

53% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 15

4% more funds holding

Funds holding: 137143 (+6)

4% more capital invested

Capital invested by funds: $644M → $668M (+$24.5M)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

2.52% less ownership

Funds ownership: 74.26%71.74% (-2.5%)

Holders
143
Holders Change
+6
Holders Change %
+4.38%
% of All Funds
2.28%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
23
Increased
68
Reduced
39
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFA
151
Alpha Financial Advisors
North Carolina
-$256K -14,357 Closed
FHC
152
First Heartland Consultants
Missouri
-$252K -14,141 Closed
CW
153
CreativeOne Wealth
Kansas
-$189K -10,620 Closed
USCWA
154
U.S. Capital Wealth Advisors
Texas
-$171K -9,600 Closed
MCC
155
Money Concepts Capital
Florida
-$40.2K -2,256 Closed
AF
156
Advisornet Financial
Minnesota
-$35.6K -2,000 Closed
SCA
157
Stonebridge Capital Advisors
Minnesota
-$35.6K -2,000 Closed
PA
158
PSI Advisors
Florida
-$7.12K -400 Closed