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First Trust Institutional Preferred Securities and Income ETF

109 hedge funds and large institutions have $383M invested in First Trust Institutional Preferred Securities and Income ETF in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 40 increasing their positions, 33 reducing their positions, and 13 closing their positions.

Holders
109
Holders Change
+8
Holders Change %
+7.92%
% of All Funds
1.89%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
22
Increased
40
Reduced
33
Closed
13
Calls
$1.55M
Puts
Net Calls
+$1.55M
Net Calls Change
+$1.55M
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$90.4M 5,271,424 +269,073 +5%
UBS Group
2
UBS Group
Switzerland
$47.5M 2,768,156 +40,586 +1%
Bank of America
3
Bank of America
North Carolina
$34.5M 2,013,133 -258,688 -11%
EL
4
Essex LLC
Illinois
$16.9M 984,929 -18,255 -2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$16.3M 950,314 +535,949 +129%
LPL Financial
6
LPL Financial
California
$14.9M 866,999 +250,975 +41%
RJA
7
Raymond James & Associates
Florida
$10.5M 613,509 -47,986 -7%
Jane Street
8
Jane Street
New York
$9.68M 564,314 +564,314 New
AWC
9
Adamsbrown Wealth Consultants
Kansas
$7.87M 458,692 +36,096 +9%
ECA
10
Elevated Capital Advisors
Utah
$7.78M 453,369 +453,369 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$7.7M 448,946 +241,435 +116%
CCA
12
Clearwater Capital Advisors
Illinois
$7.61M 443,853 +443,853 New
CCIA
13
Cherry Creek Investment Advisors
Colorado
$6.97M 406,387 -10,981 -3%
PWM
14
Peterson Wealth Management
Nevada
$5.4M 314,951 +23,030 +8%
Truist Financial
15
Truist Financial
North Carolina
$5.12M 298,236 +224,067 +302%
SWM
16
Shelton Wealth Management
Texas
$4.79M 279,236 +1,095 +0.4%
First Trust Advisors
17
First Trust Advisors
Illinois
$4.64M 270,476 +8,884 +3%
PFC
18
Phocas Financial Corp
California
$4.6M 268,008 +8,520 +3%
Osaic Holdings
19
Osaic Holdings
Arizona
$4.21M 245,207 +6,066 +3%
QWM
20
QP Wealth Management
New Jersey
$4.08M 237,029 +12,568 +6%
PWA
21
PCG Wealth Advisors
Kansas
$3.9M 227,879 +67,735 +42%
WF
22
Welch & Forbes
Massachusetts
$3.78M 220,314 -55,869 -20%
DWP
23
Destiny Wealth Partners
Florida
$3.3M 192,305 +192,305 New
RJFSA
24
Raymond James Financial Services Advisors
Florida
$3.27M 190,510 +118,301 +164%
WAM
25
Walker Asset Management
Missouri
$2.86M 166,736