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First Trust Preferred Securities and Income ETF

396 hedge funds and large institutions have $3.15B invested in First Trust Preferred Securities and Income ETF in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 138 increasing their positions, 161 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
Holders Change %
0%
% of All Funds
6.25%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.35%
New
45
Increased
138
Reduced
161
Closed
40
Calls
$125K
Puts
$34K
Net Calls
+$91K
Net Calls Change
+$23K
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
226
Atticus Wealth Management
Florida
$527K -$6.09M -381,268 -92%
PPP
227
Private Portfolio Partners
New Jersey
$527K -$50.1K -3,134 -9%
JWBC
228
J.W. Burns & Co
New York
$522K -$1.6K -100 -0.3%
CAM
229
Cresset Asset Management
Illinois
$516K +$516K +32,335 New
RIA
230
Realta Investment Advisors
Delaware
$514K +$108K +6,772 +27%
CCG
231
Coastwise Capital Group
California
$511K -$3.16K -198 -0.6%
WS
232
Wedbush Securities
California
$497K -$39.4K -2,466 -7%
VAS
233
Vestmark Advisory Solutions
Massachusetts
$496K +$79.2K +4,961 +19%
PWM
234
PRW Wealth Management
Massachusetts
$492K -$96.7K -6,000 -16%
PVI
235
Pine Valley Investments
New Jersey
$487K +$351 +22 +0.1%
WWM
236
Wagner Wealth Management
South Carolina
$483K -$19.1K -1,197 -4%
FHB
237
First Hawaiian Bank
Hawaii
$465K -$1.08M -67,890 -70%
PCIA
238
Prime Capital Investment Advisors
Kansas
$463K +$58.9K +3,691 +15%
CA
239
Cornerstone Advisory
Maryland
$462K +$109K +6,803 +31%
WWA
240
WCG Wealth Advisors
Nevada
$458K -$40.5K -2,539 -8%
LPAM
241
Lodestar Private Asset Management
California
$451K -$1.02M -64,070 -69%
AFAS
242
Acorn Financial Advisory Services
Virginia
$440K -$104K -6,500 -19%
Carson Wealth (CWM LLC)
243
Carson Wealth (CWM LLC)
Nebraska
$437K -$52K -3,257 -11%
GSIAS
244
Garden State Investment Advisory Services
New Jersey
$435K +$435K +27,242 New
GWANC
245
Guardian Wealth Advisors (North Carolina)
North Carolina
$433K -$6.63K -415 -2%
CAMG
246
CWA Asset Management Group
Florida
$428K -$722K -45,227 -63%
FFS
247
Founders Financial Securities
Maryland
$424K +$13.6K +852 +3%
CSPIA
248
Cary Street Partners Investment Advisory
Virginia
$421K +$418K +26,197 +17,465%
FPWM
249
FSB Premier Wealth Management
Iowa
$409K -$24.2K -1,517 -6%
SFG
250
Summit Financial Group
West Virginia
$402K