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First Trust Institutional Preferred Securities and Income ETF

96 hedge funds and large institutions have $360M invested in First Trust Institutional Preferred Securities and Income ETF in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 49 increasing their positions, 17 reducing their positions, and 6 closing their positions.

Holders
96
Holders Change
+14
Holders Change %
+17.07%
% of All Funds
1.48%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.19%
New
22
Increased
49
Reduced
17
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$84.2M 4,125,659 +1,397,267 +51%
Bank of America
2
Bank of America
North Carolina
$45.2M 2,216,954 +708,690 +47%
UBS Group
3
UBS Group
Switzerland
$23.5M 1,150,331 +12,152 +1%
EL
4
Essex LLC
Illinois
$15.9M 781,390 +95,029 +14%
JIP
5
Jaffetilchin Investment Partners
Florida
$13.3M 652,535 +2,678 +0.4%
BIM
6
Bullseye Investment Management
Ohio
$10.3M 504,243 +504,243 New
LPL Financial
7
LPL Financial
California
$9.7M 475,286 +75,174 +19%
WAM
8
WealthTrust Asset Management
Florida
$9.27M 454,561 +123,121 +37%
CCIA
9
Cherry Creek Investment Advisors
Colorado
$8.34M 408,833 +7,111 +2%
SMF
10
Sterling Manor Financial
New York
$8.05M 394,767 +154,096 +64%
WF
11
Welch & Forbes
Massachusetts
$7.1M 347,845 -731 -0.2%
Osaic Holdings
12
Osaic Holdings
Arizona
$6.41M 314,303 +10,691 +4%
RJA
13
Raymond James & Associates
Florida
$6.3M 308,668 +65,009 +27%
PFC
14
Phocas Financial Corp
California
$5.9M 289,338 +2,250 +0.8%
PWM
15
Peterson Wealth Management
Nevada
$5.86M 287,450 +23,322 +9%
AWM
16
AE Wealth Management
Kansas
$5.39M 264,230 +12,824 +5%
AWC
17
Adamsbrown Wealth Consultants
Kansas
$5.3M 259,660 +259,660 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$5.27M 258,503 +46,076 +22%
MFGM
19
Marshall Financial Group (Maryland)
Maryland
$5.13M 251,340 +251,340 New
QWM
20
QP Wealth Management
New Jersey
$4.92M 241,239 +360 +0.1%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$4.67M 228,905 +63,129 +38%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$4.56M 223,505 -15,590 -7%
SA
23
Stonebridge Advisors
Connecticut
$4.15M 203,571 +203,571 New
1W
24
1776 Wealth
Georgia
$3.94M 192,992 -13,867 -7%
WAM
25
Walker Asset Management
Missouri
$3.54M 173,736 +173,736 New