FPE icon

First Trust Preferred Securities and Income ETF

401 hedge funds and large institutions have $3.7B invested in First Trust Preferred Securities and Income ETF in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 142 increasing their positions, 150 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
-3
Holders Change %
-0.74%
% of All Funds
6.93%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.5%
New
40
Increased
142
Reduced
150
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FFS
251
Founders Financial Securities
Maryland
$419K +$249K +14,876 +146%
AWA
252
Acorn Wealth Advisors
Michigan
$411K +$11.6K +695 +3%
SW
253
SteelPeak Wealth
California
$409K -$2.61K -156 -0.6%
OWA
254
Octavia Wealth Advisors
Ohio
$400K -$64.3K -3,846 -14%
MA
255
Mezzasalma Advisors
New Jersey
$398K
LMKC
256
L.M. Kohn & Company
Ohio
$398K +$33.6K +2,008 +9%
PWS
257
Peterson Wealth Services
Utah
$397K -$23.9K -1,431 -6%
FTCM
258
First Trust Capital Management
Illinois
$389K -$40.2K -2,416 -9%
KCFA
259
Key Client Fiduciary Advisors
New Jersey
$385K -$116K -6,963 -23%
IAG
260
Investmark Advisory Group
Connecticut
$383K +$383K +22,950 New
CCP
261
Corient Capital Partners
California
$376K
SIM
262
Seaview Investment Managers
Florida
$372K +$65K +3,884 +21%
KFP
263
KMG Fiduciary Partners
Ohio
$369K -$1.6M -96,027 -81%
HH
264
Hilltop Holdings
Texas
$369K -$521K -31,183 -59%
PCIA
265
Prime Capital Investment Advisors
Kansas
$369K +$369K +22,084 New
DAS
266
Dynamic Advisor Solutions
Arizona
$367K -$292K -17,456 -44%
SNB
267
Security National Bank
Nebraska
$367K +$70.1K +4,200 +24%
SDAM
268
Shulman DeMeo Asset Management
New York
$365K
SFP
269
Strategic Financial Partners
Oregon
$363K -$22.8K -1,367 -6%
KIA
270
Kraematon Investment Advisors
Massachusetts
$362K +$362K +21,687 New
MA
271
MBA Advisors
Pennsylvania
$359K +$27K +1,617 +8%
CCB
272
Cutter & Co Brokerage
Missouri
$357K -$18.7K -1,120 -5%
MAP
273
Milestone Advisory Partners
North Carolina
$353K -$359K -21,495 -50%
LWA
274
LWS Wealth Advisors
New Jersey
$348K -$2.78M -166,393 -89%
TT
275
TI-Trust
Illinois
$348K +$36.3K +2,174 +12%