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First Trust Preferred Securities and Income ETF

403 hedge funds and large institutions have $3.26B invested in First Trust Preferred Securities and Income ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 163 increasing their positions, 139 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
+1
Holders Change %
+0.25%
% of All Funds
5.84%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
44
Increased
163
Reduced
139
Closed
38
Calls
$35K
Puts
$348K
Net Calls
-$313K
Net Calls Change
-$157K
Name Holding Trade Value Shares
Change
Shares
Change %
NW
226
NewEdge Wealth
Pennsylvania
$563K -$75.1K -4,381 -12%
UB
227
UMB Bank
Missouri
$562K -$208K -12,000 -27%
CCFM
228
Clear Creek Financial Management
Washington
$560K +$560K +32,346 New
LFAS
229
Level Four Advisory Services
Texas
$559K
CIG
230
Cascade Investment Group
Colorado
$535K +$693 +40 +0.1%
CA
231
Cornerstone Advisory
Maryland
$527K -$22.9K -1,325 -4%
PS
232
Principal Securities
Iowa
$527K -$4.16K -240 -0.8%
AIP
233
Ameritas Investment Partners
Nebraska
$517K +$517K +29,827 New
PVI
234
Pine Valley Investments
New Jersey
$516K +$35.7K +2,064 +7%
AWM
235
Atticus Wealth Management
Florida
$516K +$9.84K +568 +2%
LI
236
LVZ Inc
Michigan
$508K -$154K -8,882 -23%
FHB
237
First Hawaiian Bank
Hawaii
$504K
PCIA
238
Prime Capital Investment Advisors
Kansas
$489K -$30.3K -1,750 -6%
Jones Financial Companies
239
Jones Financial Companies
Missouri
$482K +$482K +27,839 New
SW
240
SteelPeak Wealth
California
$472K +$158K +9,137 +50%
ACA
241
Aptus Capital Advisors
Alabama
$471K
TW
242
TritonPoint Wealth
Maryland
$471K +$137K +12,700 +41%
SFWA
243
Summit Financial Wealth Advisors
Louisiana
$470K -$11K -635 -2%
GWANC
244
Guardian Wealth Advisors (North Carolina)
North Carolina
$470K
FFS
245
Founders Financial Securities
Maryland
$469K +$5.73K +331 +1%
GSIAS
246
Garden State Investment Advisory Services
New Jersey
$458K +$4.6K +264 +1%
CIA
247
Capital Investment Advisors
Georgia
$458K +$209K +12,043 +83%
SC
248
Savant Capital
Illinois
$441K -$225K -12,983 -34%
SFA
249
Sequoia Financial Advisors
Ohio
$437K
CAM
250
Cresset Asset Management
Illinois
$432K -$41.6K -2,399 -9%