FPE icon

First Trust Preferred Securities and Income ETF

402 hedge funds and large institutions have $4.13B invested in First Trust Preferred Securities and Income ETF in 2023 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 126 increasing their positions, 173 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
402
Holders Change
+16
Holders Change %
+4.15%
% of All Funds
5.89%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.28%
New
56
Increased
126
Reduced
173
Closed
36
Calls
$266K
Puts
$422K
Net Calls
-$156K
Net Calls Change
-$269K
Name Holding Trade Value Shares
Change
Shares
Change %
CA
226
Cornerstone Advisory
Maryland
$535K +$11.3K +672 +2%
EA
227
Everpar Advisors
Oklahoma
$525K +$525K +31,164 New
TW
228
TritonPoint Wealth
Maryland
$522K +$522K +30,950 New
CIG
229
Cascade Investment Group
Colorado
$520K +$111K +6,588 +27%
PS
230
Principal Securities
Iowa
$517K +$517K +30,641 New
Verition Fund Management
231
Verition Fund Management
Connecticut
$506K +$506K +30,000 New
PCIA
232
Prime Capital Investment Advisors
Kansas
$505K +$85K +5,043 +20%
WS
233
Wedbush Securities
California
$503K -$7.52K -446 -1%
AWM
234
Atticus Wealth Management
Florida
$493K -$72K -4,271 -13%
AWM
235
Apollon Wealth Management
South Carolina
$492K -$934K -55,379 -65%
FHB
236
First Hawaiian Bank
Hawaii
$491K
SFWA
237
Summit Financial Wealth Advisors
Louisiana
$468K +$139K +8,259 +42%
PVI
238
Pine Valley Investments
New Jersey
$468K -$29.5K -1,751 -6%
CAM
239
Cresset Asset Management
Illinois
$461K -$25.5K -1,513 -5%
ACA
240
Aptus Capital Advisors
Alabama
$459K
GWANC
241
Guardian Wealth Advisors (North Carolina)
North Carolina
$457K
O3W
242
Omni 360 Wealth
New Jersey
$455K +$455K +27,001 New
Mercer Global Advisors
243
Mercer Global Advisors
Colorado
$453K -$200K -11,840 -31%
FFS
244
Founders Financial Securities
Maryland
$451K +$337 +20 +0.1%
GLA
245
Good Life Advisors
Pennsylvania
$447K +$69.3K +4,110 +18%
GSIAS
246
Garden State Investment Advisory Services
New Jersey
$440K +$3K +178 +0.7%
FPWM
247
FSB Premier Wealth Management
Iowa
$434K +$1.2K +71 +0.3%
PFS
248
Prospect Financial Services
New York
$429K +$429K +25,449 New
DAS
249
Dynamic Advisor Solutions
Arizona
$429K +$29K +1,728 +7%
SFA
250
Sequoia Financial Advisors
Ohio
$425K +$132K +7,802 +45%