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First Trust Preferred Securities and Income ETF

411 hedge funds and large institutions have $3.51B invested in First Trust Preferred Securities and Income ETF in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 175 increasing their positions, 135 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
+8
Holders Change %
+1.99%
% of All Funds
5.94%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.25%
New
47
Increased
175
Reduced
135
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CSPIA
226
Cary Street Partners Investment Advisory
Virginia
$554K -$18K -996 -3%
CIG
227
Cascade Investment Group
Colorado
$552K -$905 -50 -0.2%
WS
228
Wedbush Securities
California
$545K -$59.4K -3,282 -10%
AA
229
Apriem Advisors
California
$543K
CA
230
Cornerstone Advisory
Maryland
$541K -$724 -40 -0.1%
PA
231
PSI Advisors
Florida
$541K -$50K -2,761 -8%
FHB
232
First Hawaiian Bank
Hawaii
$527K
CCFM
233
Clear Creek Financial Management
Washington
$519K -$21.5K -1,186 -4%
NW
234
NewEdge Wealth
Pennsylvania
$495K -$99.5K -5,496 -17%
SFWA
235
Summit Financial Wealth Advisors
Louisiana
$494K -$887 -49 -0.2%
AWM
236
Apollon Wealth Management
South Carolina
$494K +$60.5K +3,343 +14%
MWM
237
MGB Wealth Management
Texas
$490K +$490K +27,000 New
Citadel Advisors
238
Citadel Advisors
Florida
$486K +$486K +26,862 New
SAM
239
Secure Asset Management
Michigan
$478K +$56.8K +3,139 +13%
SFA
240
Sequoia Financial Advisors
Ohio
$457K +$923 +51 +0.2%
ACA
241
Aptus Capital Advisors
Alabama
$454K -$44.3K -2,450 -9%
GWANC
242
Guardian Wealth Advisors (North Carolina)
North Carolina
$454K -$44.3K -2,450 -9%
CAM
243
Cresset Asset Management
Illinois
$453K -$2.46K -136 -0.5%
FFS
244
Founders Financial Securities
Maryland
$450K -$62.3K -3,443 -12%
WIC
245
Woodmont Investment Counsel
Tennessee
$449K +$449K +24,817 New
BHBT
246
Burke & Herbert Bank & Trust
Virginia
$447K
AWA
247
Arkadios Wealth Advisors
Georgia
$442K +$233K +12,855 +111%
FFN
248
Focus Financial Network
Minnesota
$439K +$1.12K +62 +0.3%
TW
249
TritonPoint Wealth
Maryland
$436K -$109K -6,000 -20%
TLA
250
Tanglewood Legacy Advisors
Texas
$431K -$27.7K -1,530 -6%