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First Trust Preferred Securities and Income ETF

401 hedge funds and large institutions have $3.7B invested in First Trust Preferred Securities and Income ETF in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 142 increasing their positions, 150 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
-3
Holders Change %
-0.74%
% of All Funds
6.93%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.5%
New
40
Increased
142
Reduced
150
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CWA
226
Clarus Wealth Advisors
Arizona
$567K -$13.2K -788 -2%
WWA
227
WCG Wealth Advisors
Nevada
$557K -$148K -7,512 -21%
Creative Planning
228
Creative Planning
Kansas
$542K -$23.3K -1,396 -4%
RIA
229
Realta Investment Advisors
Delaware
$533K +$117K +7,008 +28%
SF
230
Synovus Financial
Georgia
$523K -$275K -16,465 -34%
TFS
231
Thoroughbred Financial Services
Tennessee
$514K +$450 +27 +0.1%
GRP
232
Global Retirement Partners
California
$512K +$368K +22,270 +255%
AWM
233
AE Wealth Management
Kansas
$508K -$174K -10,390 -25%
BF
234
BOK Financial
Oklahoma
$504K -$62.5K -3,736 -11%
VAS
235
Vestmark Advisory Solutions
Massachusetts
$501K -$144K -8,646 -22%
FPGK
236
Financial Partners Group (Kansas)
Kansas
$494K +$299K +17,935 +154%
CFS
237
CRA Financial Services
New Jersey
$485K
MPCG
238
Matrix Private Capital Group
New York
$482K
NFG
239
Nations Financial Group
Iowa
$481K +$25K +1,496 +5%
ACA
240
Aptus Capital Advisors
Alabama
$478K -$4.91K -294 -1%
GWANC
241
Guardian Wealth Advisors (North Carolina)
North Carolina
$477K -$4.91K -294 -1%
CAN
242
Claraphi Advisory Network
United States
$459K -$83.3K -4,994 -15%
FPWM
243
FSB Premier Wealth Management
Iowa
$451K +$26K +1,555 +6%
BZWA
244
Blue Zone Wealth Advisors
California
$446K +$17K +1,017 +4%
Mirae Asset Global Investments
245
Mirae Asset Global Investments
South Korea
$445K -$45.9K -2,750 -9%
JCM
246
Jacobi Capital Management
Pennsylvania
$444K -$34.7K -2,077 -7%
CCG
247
Chatham Capital Group
Georgia
$437K +$184K +11,000 +73%
PTP
248
Platform Technology Partners
New York
$436K
AWAG
249
ARS Wealth Advisors Group
Florida
$434K -$84.7K -5,066 -16%
SFG
250
Summit Financial Group
West Virginia
$421K -$518 -31 -0.1%