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First Trust Institutional Preferred Securities and Income ETF

153 hedge funds and large institutions have $1.11B invested in First Trust Institutional Preferred Securities and Income ETF in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 47 increasing their positions, 61 reducing their positions, and 8 closing their positions.

Holders
153
Holders Change
+19
Holders Change %
+14.18%
% of All Funds
2.24%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.09%
New
30
Increased
47
Reduced
61
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$419M 23,511,364 +12,430,117 +112%
UBS Group
2
UBS Group
Switzerland
$115M 6,423,576 +59,700 +0.9%
Bank of America
3
Bank of America
North Carolina
$74.5M 4,177,298 +1,647,671 +65%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$60.1M 3,372,824 +23,903 +0.7%
LPL Financial
5
LPL Financial
California
$50.7M 2,845,227 +420,310 +17%
GCIM
6
Gunn & Company Investment Management
Florida
$36.2M 2,029,706 +1,906,834 +1,552%
CPSAC
7
Chas P. Smith & Associates (CPS)
Florida
$36.2M 2,029,706 +2,029,706 New
Jane Street
8
Jane Street
New York
$19.1M 1,071,022 +1,033,203 +2,732%
MMA
9
Miracle Mile Advisors
California
$17.7M 991,282 -599,481 -38%
CBB
10
Citizens Business Bank
California
$17.3M 972,828 -38,744 -4%
EL
11
Essex LLC
Illinois
$16M 897,789 +34,875 +4%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$15.2M 853,024 +228,513 +37%
KFI
13
Key Financial Inc
Pennsylvania
$14.9M 832,976 +404,949 +95%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$13M 727,866 +115,730 +19%
Truist Financial
15
Truist Financial
North Carolina
$12.1M 677,444 +241,941 +56%
Renaissance Technologies
16
Renaissance Technologies
New York
$11.5M 645,100 +555,562 +620%
FMLI
17
Fukoku Mutual Life Insurance
Japan
$11.1M 620,000
AWC
18
Adamsbrown Wealth Consultants
Kansas
$10.5M 586,318 +21,996 +4%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$9.86M 552,944 -5,880 -1%
RJA
20
Raymond James & Associates
Florida
$8.84M 495,767 -30,766 -6%
Osaic Holdings
21
Osaic Holdings
Arizona
$8.5M 476,628 -179,190 -27%
ECA
22
Elevated Capital Advisors
Utah
$6.94M 389,403 -776 -0.2%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$5.56M 312,106 +312,106 New
Stifel Financial
24
Stifel Financial
Missouri
$4.62M 258,879 -20,640 -7%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$4.49M 251,580 -248 -0.1%