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First Trust Preferred Securities and Income ETF

396 hedge funds and large institutions have $3.1B invested in First Trust Preferred Securities and Income ETF in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 143 increasing their positions, 152 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
-27
Holders Change %
-6.38%
% of All Funds
6.34%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.3%
New
40
Increased
143
Reduced
152
Closed
58
Calls
$105K
Puts
$37K
Net Calls
+$68K
Net Calls Change
-$536K
Name Holding Trade Value Shares
Change
Shares
Change %
AFAS
226
Acorn Financial Advisory Services
Virginia
$544K -$9.58K -600 -2%
WS
227
Wedbush Securities
California
$536K -$47.5K -2,975 -8%
JWBC
228
J.W. Burns & Co
New York
$523K -$1.6K -100 -0.3%
CCG
229
Coastwise Capital Group
California
$513K +$12.1K +757 +2%
WWM
230
Wagner Wealth Management
South Carolina
$502K -$17.6K -1,100 -3%
AA
231
Advisory Alpha
Michigan
$501K +$501K +31,399 New
WWA
232
WCG Wealth Advisors
Nevada
$498K -$11.2K -702 -2%
Carson Wealth (CWM LLC)
233
Carson Wealth (CWM LLC)
Nebraska
$489K -$7.3M -457,034 -94%
PVI
234
Pine Valley Investments
New Jersey
$477K +$477K +30,499 New
MPCG
235
Matrix Private Capital Group
New York
$461K
Mercer Global Advisors
236
Mercer Global Advisors
Colorado
$453K +$93.6K +5,868 +26%
ACA
237
Aptus Capital Advisors
Alabama
$441K
TCM
238
True Capital Management
California
$440K -$43K -2,693 -9%
GWANC
239
Guardian Wealth Advisors (North Carolina)
North Carolina
$440K
FPWM
240
FSB Premier Wealth Management
Iowa
$433K +$1.1K +69 +0.3%
DAS
241
Dynamic Advisor Solutions
Arizona
$430K +$210K +13,187 +96%
VAS
242
Vestmark Advisory Solutions
Massachusetts
$416K -$1.18M -74,044 -74%
FFS
243
Founders Financial Securities
Maryland
$410K +$16.6K +1,041 +4%
SWM
244
SeaCrest Wealth Management
New York
$407K -$101K -6,321 -20%
RIA
245
Realta Investment Advisors
Delaware
$405K -$9.18K -575 -2%
PCIA
246
Prime Capital Investment Advisors
Kansas
$404K -$133K -8,311 -25%
SFG
247
Summit Financial Group
West Virginia
$402K
BIA
248
Barry Investment Advisors
Massachusetts
$395K -$10.2K -639 -3%
SOS
249
Silver Oak Securities
Tennessee
$388K +$3.02K +189 +0.8%
PTP
250
Platform Technology Partners
New York
$377K -$31.9K -2,000 -8%