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First Trust Institutional Preferred Securities and Income ETF

54 hedge funds and large institutions have $143M invested in First Trust Institutional Preferred Securities and Income ETF in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 5 closing their positions.

Holders
54
Holders Change
+3
Holders Change %
+5.88%
% of All Funds
0.96%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
8
Increased
21
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$34.7M 1,702,615 +233,673 +16%
Bank of America
2
Bank of America
North Carolina
$25.7M 1,261,368 +97,143 +8%
UBS Group
3
UBS Group
Switzerland
$9.88M 484,686 +4,815 +1%
PWM
4
Peterson Wealth Management
Nevada
$8.47M 415,592 +11,106 +3%
PFC
5
Phocas Financial Corp
California
LPL Financial
6
LPL Financial
California
$5.42M 265,999 -4,660 -2%
RJA
7
Raymond James & Associates
Florida
$4.55M 223,203 -10,561 -5%
QWM
8
QP Wealth Management
New Jersey
$4.48M 219,593 -12,699 -5%
WF
9
Welch & Forbes
Massachusetts
$4.4M 215,829 +166,268 +335%
First Trust Advisors
10
First Trust Advisors
Illinois
$2.91M 142,791 +7,570 +6%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.88M 141,336 -26,405 -16%
1W
12
1776 Wealth
Georgia
$2.59M 127,110 +6,987 +6%
ECA
13
Elevated Capital Advisors
Utah
$2.42M 118,660 -5,399 -4%
SWP
14
ShoreHaven Wealth Partners
New Jersey
$2.38M 116,958 +116,958 New
AWM
15
AE Wealth Management
Kansas
$2.21M 108,253 +7,847 +8%
SS
16
Simplicity Solutions
Minnesota
$2.19M 107,421 +7,745 +8%
WA
17
WESPAC Advisors
California
$1.79M 87,734 +18,251 +26%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.74M 85,184 -42,793 -33%
VIM
19
Vista Investment Management
Pennsylvania
$1.39M 68,406 +48,811 +249%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.35M 66,162 -2,067 -3%
IA
21
Insight Advisors
Pennsylvania
$1.3M 63,995 +63,995 New
RPSA
22
Richard P. Slaughter Associates
Texas
$1.13M 55,452 +1,779 +3%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$1.1M 53,921 +556 +1%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$1.07M 52,535 -13,055 -20%
UCMOK
25
United Capital Management of KS
Kansas
$1.01M 49,432 +4,719 +11%