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First Trust Institutional Preferred Securities and Income ETF

110 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 23 funds opening new positions, 40 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 13

21% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 33

9% more capital invested

Capital invested by funds: $351M → $383M (+$32.2M)

9% more funds holding

Funds holding: 101110 (+9)

1.73% less ownership

Funds ownership: 63.08%61.35% (-1.7%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
110
Holders Change
+9
Holders Change %
+8.91%
% of All Funds
1.9%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
23
Increased
40
Reduced
33
Closed
13
Calls
$1.55M
Puts
Net Calls
+$1.55M
Net Calls Change
+$1.55M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$90.4M +$4.87M +269,073 +5%
UBS Group
2
UBS Group
Switzerland
$47.5M +$735K +40,586 +1%
Bank of America
3
Bank of America
North Carolina
$34.5M -$4.68M -258,688 -11%
EL
4
Essex LLC
Illinois
$16.9M -$330K -18,255 -2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$16.3M +$9.7M +535,949 +129%
LPL Financial
6
LPL Financial
California
$14.9M +$4.54M +250,975 +41%
RJA
7
Raymond James & Associates
Florida
$10.5M -$869K -47,986 -7%
Jane Street
8
Jane Street
New York
$9.68M +$10.2M +564,314 New
AWC
9
Adamsbrown Wealth Consultants
Kansas
$7.87M +$653K +36,096 +9%
ECA
10
Elevated Capital Advisors
Utah
$7.78M +$8.21M +453,369 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$7.7M +$4.37M +241,435 +116%
CCA
12
Clearwater Capital Advisors
Illinois
$7.61M +$8.03M +443,853 New
CCIA
13
Cherry Creek Investment Advisors
Colorado
$6.97M -$199K -10,981 -3%
PWM
14
Peterson Wealth Management
Nevada
$5.4M +$417K +23,030 +8%
Truist Financial
15
Truist Financial
North Carolina
$5.12M +$4.06M +224,067 +302%
SWM
16
Shelton Wealth Management
Texas
$4.79M +$19.8K +1,095 +0.4%
First Trust Advisors
17
First Trust Advisors
Illinois
$4.64M +$161K +8,884 +3%
PFC
18
Phocas Financial Corp
California
$4.6M +$154K +8,520 +3%
Osaic Holdings
19
Osaic Holdings
Arizona
$4.21M +$110K +6,066 +3%
QWM
20
QP Wealth Management
New Jersey
$4.08M +$228K +12,568 +6%
PWA
21
PCG Wealth Advisors
Kansas
$3.9M +$1.23M +67,735 +42%
WF
22
Welch & Forbes
Massachusetts
$3.78M -$1.01M -55,869 -20%
DWP
23
Destiny Wealth Partners
Florida
$3.3M +$3.48M +192,305 New
RJFSA
24
Raymond James Financial Services Advisors
Florida
$3.27M +$2.14M +118,301 +164%
WAM
25
Walker Asset Management
Missouri
$2.86M