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First Trust Preferred Securities and Income ETF

386 hedge funds and large institutions have $3.08B invested in First Trust Preferred Securities and Income ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 136 increasing their positions, 166 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
-10
Holders Change %
-2.53%
% of All Funds
6.15%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.33%
New
32
Increased
136
Reduced
166
Closed
41
Calls
$113K
Puts
Net Calls
+$113K
Net Calls Change
+$22K
Name Holding Trade Value Shares
Change
Shares
Change %
FPAS
226
Focus Partners Advisor Solutions
Missouri
$449K +$449K +28,110 New
AFA
227
American Financial Advisors
Georgia
$447K -$101K -6,306 -18%
Citadel Advisors
228
Citadel Advisors
Florida
$439K +$433K +27,086 +6,449%
ACA
229
Aptus Capital Advisors
Alabama
$435K -$201K -12,600 -32%
GWANC
230
Guardian Wealth Advisors (North Carolina)
North Carolina
$433K
CPC
231
Consolidated Planning Corp
Georgia
$432K -$1.78M -111,362 -80%
FFS
232
Founders Financial Securities
Maryland
$427K +$3.19K +200 +0.8%
JWBC
233
J.W. Burns & Co
New York
$425K -$97K -6,075 -19%
RWM
234
Ritholtz Wealth Management
New York
$420K +$420K +26,292 New
GSIAS
235
Garden State Investment Advisory Services
New Jersey
$413K -$21.6K -1,352 -5%
FPWM
236
FSB Premier Wealth Management
Iowa
$410K +$607 +38 +0.1%
PCIA
237
Prime Capital Investment Advisors
Kansas
$398K -$65.3K -4,092 -14%
WWA
238
WCG Wealth Advisors
Nevada
$398K -$59.9K -3,751 -13%
SFG
239
Summit Financial Group
West Virginia
$394K -$7.99K -500 -2%
CIG
240
Cascade Investment Group
Colorado
$387K -$4.79K -300 -1%
PWM
241
PRW Wealth Management
Massachusetts
$386K -$87.9K -5,668 -19%
BIA
242
Barry Investment Advisors
Massachusetts
$385K -$7.7K -482 -2%
DAS
243
Dynamic Advisor Solutions
Arizona
$381K +$43.8K +2,745 +13%
PTP
244
Platform Technology Partners
New York
$377K -$735 -46 -0.2%
CAMG
245
CWA Asset Management Group
Florida
$374K -$54.2K -3,393 -13%
SWM
246
SeaCrest Wealth Management
New York
$374K +$1.23K +77 +0.3%
GRP
247
Global Retirement Partners
California
$369K -$340K -21,598 -48%
Mirae Asset Global Investments
248
Mirae Asset Global Investments
South Korea
$363K
GLA
249
Good Life Advisors
Pennsylvania
$357K +$34.9K +2,183 +11%
FTCM
250
First Trust Capital Management
Illinois
$355K