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First Trust Institutional Preferred Securities and Income ETF

136 hedge funds and large institutions have $708M invested in First Trust Institutional Preferred Securities and Income ETF in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 58 increasing their positions, 53 reducing their positions, and 21 closing their positions.

Holders
136
Holders Change
-6
Holders Change %
-4.23%
% of All Funds
2.15%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
16
Increased
58
Reduced
53
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$145M 8,598,658 -1,143,908 -12%
UBS Group
2
UBS Group
Switzerland
$81M 4,806,464 +1,155,904 +32%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$58.9M 3,492,541 +743,163 +27%
CPSAC
4
Chas P. Smith & Associates (CPS)
Florida
$37.2M 2,207,639 +98,568 +5%
Bank of America
5
Bank of America
North Carolina
$36.7M 2,176,442 -174,537 -7%
LPL Financial
6
LPL Financial
California
$35.4M 2,102,820 +160,464 +8%
Jane Street
7
Jane Street
New York
$26.6M 1,576,596 +1,257,025 +393%
MMA
8
Miracle Mile Advisors
California
$24M 1,425,182 -94,826 -6%
CBB
9
Citizens Business Bank
California
$17.5M 1,040,991 -56,628 -5%
EL
10
Essex LLC
Illinois
$15M 891,465 -12,610 -1%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$12.4M 733,653 -323,333 -31%
BFG
12
Beacon Financial Group
Texas
$10.6M 567,870 -116,784 -17%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$9.28M 550,912 +440,657 +400%
AWC
14
Adamsbrown Wealth Consultants
Kansas
$9.22M 547,188 -207 -0%
RJA
15
Raymond James & Associates
Florida
$8.8M 522,104 -19,850 -4%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$8.78M 520,899 +104,865 +25%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$7.97M 471,326 +471,326 New
Osaic Holdings
18
Osaic Holdings
Arizona
$6.59M 391,124 -74,996 -16%
ECA
19
Elevated Capital Advisors
Utah
$6.51M 386,435 -91,395 -19%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$6.44M 382,050 +382,050 New
CCIA
21
Cherry Creek Investment Advisors
Colorado
$6.4M 379,725 +1,696 +0.4%
MFG
22
Magnus Financial Group
New York
$6M 355,890 +4,659 +1%
Truist Financial
23
Truist Financial
North Carolina
$5.96M 353,955 +71,669 +25%
SWM
24
Shelton Wealth Management
Texas
$4.77M 282,937 -18,491 -6%
Stifel Financial
25
Stifel Financial
Missouri
$4.62M 274,449 -11,834 -4%