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First Trust Preferred Securities and Income ETF

424 hedge funds and large institutions have $4.19B invested in First Trust Preferred Securities and Income ETF in 2022 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 119 increasing their positions, 190 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 43

13% more capital invested

Capital invested by funds: $3.7B → $4.19B (+$492M)

5% more funds holding

Funds holding: 402424 (+22)

0.55% more ownership

Funds ownership: 59.65%60.2% (+0.55%)

24% less funds holding in top 10

Funds holding in top 10: 2922 (-7)

37% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 190

Holders
424
Holders Change
+22
Holders Change %
+5.47%
% of All Funds
6.82%
Holding in Top 10
22
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-24.14%
% of All Funds
0.35%
New
72
Increased
119
Reduced
190
Closed
43
Calls
$604K
Puts
Net Calls
+$604K
Net Calls Change
+$604K
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
226
Belpointe Asset Management
Nevada
$728K -$831K -49,528 -53%
IFG
227
Independent Financial Group
California
$719K -$48.4K -2,887 -6%
First Trust Advisors
228
First Trust Advisors
Illinois
$709K +$4.7K +280 +0.7%
MA
229
Mutual Advisors
Nebraska
$707K -$4.37M -260,628 -86%
AF
230
Allworth Financial
California
$685K -$303K -18,056 -31%
NFG
231
Nations Financial Group
Iowa
$679K +$195K +11,595 +40%
QA
232
Quantitative Advantage
Minnesota
$665K +$664K +39,564 New
IA
233
IFG Advisory
Georgia
$664K -$256K -15,258 -28%
AFA
234
American Financial Advisors
Georgia
$662K -$110K -6,552 -14%
MA
235
MJP Associates
Connecticut
$655K -$23K -1,373 -3%
RFWA
236
RPg Family Wealth Advisory
Massachusetts
$642K +$95.1K +5,667 +17%
OPS
237
Orion Portfolio Solutions
Nebraska
$641K -$253K -15,086 -28%
PWM
238
PRW Wealth Management
Massachusetts
$614K +$302K +18,000 +97%
WS
239
Wedbush Securities
California
$614K -$370K -22,053 -38%
Renaissance Technologies
240
Renaissance Technologies
New York
$603K +$602K +35,900 New
CWA
241
Clarus Wealth Advisors
Arizona
$601K +$9.73K +580 +2%
Creative Planning
242
Creative Planning
Kansas
$596K +$51K +3,041 +9%
AFAS
243
Acorn Financial Advisory Services
Virginia
$582K
CIBC World Market
244
CIBC World Market
Ontario, Canada
$578K -$176K -10,471 -23%
KIA
245
Kraematon Investment Advisors
Massachusetts
$567K +$202K +12,037 +56%
PCIA
246
Prime Capital Investment Advisors
Kansas
$565K +$194K +11,551 +52%
GRP
247
Global Retirement Partners
California
$558K +$37.1K +2,214 +7%
HH
248
Hilltop Holdings
Texas
$553K +$182K +10,850 +49%
JWBC
249
J.W. Burns & Co
New York
$552K -$36.9K -2,200 -6%
WWMSC
250
Wagner Wealth Management (South Carolina)
South Carolina
$547K -$102K -6,060 -16%