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First Trust Institutional Preferred Securities and Income ETF

185 hedge funds and large institutions have $1.45B invested in First Trust Institutional Preferred Securities and Income ETF in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 84 increasing their positions, 45 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
+22
Holders Change %
+13.5%
% of All Funds
2.46%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
34
Increased
84
Reduced
45
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AI
151
Atria Investments
North Carolina
$203K -$112K -5,970 -35%
CWM
152
Castle Wealth Management
Florida
$201K
JCM
153
Jacobi Capital Management
Pennsylvania
$201K +$1.44K +77 +0.7%
BRWA
154
B. Riley Wealth Advisors
Florida
$200K -$547K -29,234 -73%
SMC
155
Smith, Moore & Co
Missouri
$195K -$84.2K -4,500 -30%
Cerity Partners
156
Cerity Partners
New York
$195K +$195K +10,420 New
PTC
157
Private Trust Company
Ohio
$174K +$25.5K +1,364 +17%
DF
158
Dunhill Financial
United Kingdom
$119K +$15.7K +839 +15%
ZB
159
Zions Bancorporation
Utah
$93.5K
PAG
160
Paladin Advisory Group
Iowa
$75.4K
GRP
161
Global Retirement Partners
California
$56.8K +$34.2K +1,829 +152%
CFGS
162
Concourse Financial Group Securities
Alabama
$44.9K
GM
163
GeoWealth Management
Illinois
$41.9K -$11.3K -603 -21%
AWM
164
AE Wealth Management
Kansas
$41K +$41K +2,190 New
AA
165
AlphaMark Advisors
Kentucky
$37K
SIS
166
Sound Income Strategies
Florida
$32K
FFA
167
Farther Finance Advisors
California
$28.1K
WIM
168
Westside Investment Management
California
$28.1K
RCM
169
Raleigh Capital Management
North Carolina
$22K -$54.7K -2,927 -71%
OP
170
ORG Partners
Indiana
$18.7K
RFS
171
Richardson Financial Services
Massachusetts
$17K -$1.83K -98 -10%
NFSG
172
Newbridge Financial Services Group
Florida
$14K
TFA
173
Toth Financial Advisory
Virginia
$10.6K +$150 +8 +1%
CAL
174
Capital Analysts LLC
Pennsylvania
$8K +$8K +440 New
VNA
175
Valley National Advisers
Pennsylvania
$7K +$7K +384 New