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First Trust Institutional Preferred Securities and Income ETF

102 hedge funds and large institutions have $351M invested in First Trust Institutional Preferred Securities and Income ETF in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 27

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

6% more funds holding

Funds holding: 96102 (+6)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

3% less capital invested

Capital invested by funds: $360M → $351M (-$9.16M)

2.23% less ownership

Funds ownership: 65.42%63.19% (-2.2%)

Holders
102
Holders Change
+6
Holders Change %
+6.25%
% of All Funds
1.61%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
20
Increased
46
Reduced
27
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$60.4M -$20M -1,012,908 -25%
Bank of America
2
Bank of America
North Carolina
$42.9M -$86K -4,348 -0.2%
UBS Group
3
UBS Group
Switzerland
$23.3M +$1.02M +51,503 +4%
SWM
4
Southern Wealth Management
Texas
$19.5M +$19.9M +1,006,981 New
EL
5
Essex LLC
Illinois
$13.8M -$1.38M -69,932 -9%
LPL Financial
6
LPL Financial
California
$10.6M +$1.37M +69,274 +15%
WAM
7
WealthTrust Asset Management
Florida
$9.05M +$238K +12,049 +3%
CCIA
8
Cherry Creek Investment Advisors
Colorado
$8.11M +$183K +9,275 +2%
SMF
9
Sterling Manor Financial
New York
$8.04M +$384K +19,415 +5%
RJA
10
Raymond James & Associates
Florida
$7.96M +$2.01M +101,782 +33%
ECA
11
Elevated Capital Advisors
Utah
$7.18M +$7.31M +369,930 New
PWM
12
Peterson Wealth Management
Nevada
$6.93M +$1.38M +69,817 +24%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$6.91M +$2.62M +132,498 +59%
WF
14
Welch & Forbes
Massachusetts
$6.71M -$32.6K -1,648 -0.5%
AWC
15
Adamsbrown Wealth Consultants
Kansas
$6.38M +$1.37M +69,209 +27%
AWM
16
AE Wealth Management
Kansas
$5.58M +$464K +23,461 +9%
MFGM
17
Marshall Financial Group (Maryland)
Maryland
$5.5M +$636K +32,150 +13%
PFC
18
Phocas Financial Corp
California
$5.17M -$448K -22,645 -8%
First Trust Advisors
19
First Trust Advisors
Illinois
$5.01M +$2.46M +124,378 +93%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$4.9M +$468K +23,659 +10%
QWM
21
QP Wealth Management
New Jersey
$4.7M +$17.1K +865 +0.4%
Osaic Holdings
22
Osaic Holdings
Arizona
$4.52M -$1.61M -81,434 -26%
Jane Street
23
Jane Street
New York
$4.17M +$4.25M +214,780 New
UCMOK
24
United Capital Management of KS
Kansas
$3.81M +$685K +34,633 +21%
WAM
25
Walker Asset Management
Missouri
$3.37M