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First Trust Institutional Preferred Securities and Income ETF

134 hedge funds and large institutions have $728M invested in First Trust Institutional Preferred Securities and Income ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 48 increasing their positions, 58 reducing their positions, and 14 closing their positions.

Holders
134
Holders Change
-2
Holders Change %
-1.47%
% of All Funds
2.14%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
13
Increased
48
Reduced
58
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$187M 11,081,247 +2,482,589 +29%
UBS Group
2
UBS Group
Switzerland
$107M 6,363,876 +1,557,412 +32%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$56.5M 3,348,921 -143,620 -4%
Bank of America
4
Bank of America
North Carolina
$42.7M 2,529,627 +353,185 +16%
LPL Financial
5
LPL Financial
California
$40.9M 2,424,917 +322,097 +15%
MMA
6
Miracle Mile Advisors
California
$26.9M 1,590,763 +165,581 +12%
CBB
7
Citizens Business Bank
California
$17.1M 1,011,572 -29,419 -3%
EL
8
Essex LLC
Illinois
$14.6M 862,914 -28,551 -3%
Osaic Holdings
9
Osaic Holdings
Arizona
$11.1M 655,818 +264,694 +68%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$10.5M 624,511 +103,612 +20%
FMLI
11
Fukoku Mutual Life Insurance
Japan
$10.5M 620,000 +620,000 New
RJFSA
12
Raymond James Financial Services Advisors
Florida
$10.3M 612,136 -121,517 -17%
AWC
13
Adamsbrown Wealth Consultants
Kansas
$9.53M 564,322 +17,134 +3%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$9.43M 558,824 +7,912 +1%
SA
15
Stonebridge Advisors
Connecticut
$9.23M 577,981 +577,981 New
RJA
16
Raymond James & Associates
Florida
$8.89M 526,533 +4,429 +0.8%
Truist Financial
17
Truist Financial
North Carolina
$7.35M 435,503 +81,548 +23%
KFI
18
Key Financial Inc
Pennsylvania
$7.23M 428,027 +170,635 +66%
ECA
19
Elevated Capital Advisors
Utah
$6.59M 390,179 +3,744 +1%
MFG
20
Magnus Financial Group
New York
$6.4M 379,218 +23,328 +7%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$6.39M 378,816 -3,234 -0.8%
CCIA
22
Cherry Creek Investment Advisors
Colorado
$5.83M 345,586 -34,139 -9%
Stifel Financial
23
Stifel Financial
Missouri
$4.72M 279,519 +5,070 +2%
SWM
24
Shelton Wealth Management
Texas
$4.7M 278,372 -4,565 -2%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$4.25M 251,828 -16,101 -6%