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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.

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 Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$60.4M 3,112,751 -1,012,908 -25%
Bank of America
2
Bank of America
North Carolina
$42.9M 2,212,606 -4,348 -0.2%
UBS Group
3
UBS Group
Switzerland
$23.3M 1,201,834 +51,503 +4%
SWM
4
Southern Wealth Management
Texas
$19.5M 1,006,981 +1,006,981 New
EL
5
Essex LLC
Illinois
$13.8M 711,458 -69,932 -9%
LPL Financial
6
LPL Financial
California
$10.6M 544,560 +69,274 +15%
WAM
7
WealthTrust Asset Management
Florida
$9.05M 466,610 +12,049 +3%
CCIA
8
Cherry Creek Investment Advisors
Colorado
$8.11M 418,108 +9,275 +2%
SMF
9
Sterling Manor Financial
New York
$8.04M 414,182 +19,415 +5%
RJA
10
Raymond James & Associates
Florida
$7.96M 410,450 +101,782 +33%
ECA
11
Elevated Capital Advisors
Utah
$7.18M 369,930 +369,930 New
PWM
12
Peterson Wealth Management
Nevada
$6.93M 357,267 +69,817 +24%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$6.91M 356,003 +132,498 +59%
WF
14
Welch & Forbes
Massachusetts
$6.72M 346,197 -1,648 -0.5%
AWC
15
Adamsbrown Wealth Consultants
Kansas
$6.38M 328,869 +69,209 +27%
AWM
16
AE Wealth Management
Kansas
$5.58M 287,691 +23,461 +9%
MFGM
17
Marshall Financial Group (Maryland)
Maryland
$5.5M 283,490 +32,150 +13%
PFC
18
Phocas Financial Corp
California
$5.17M 266,693 -22,645 -8%
First Trust Advisors
19
First Trust Advisors
Illinois
$5.01M 258,310 +124,378 +93%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$4.9M 252,564 +23,659 +10%
QWM
21
QP Wealth Management
New Jersey
$4.7M 242,104 +865 +0.4%
Osaic Holdings
22
Osaic Holdings
Arizona
$4.52M 232,869 -81,434 -26%
Jane Street
23
Jane Street
New York
$4.17M 214,780 +214,780 New
UCMOK
24
United Capital Management of KS
Kansas
$3.81M 196,122 +34,633 +21%
WAM
25
Walker Asset Management
Missouri
$3.37M 173,736