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First Trust Preferred Securities and Income ETF

423 hedge funds and large institutions have $4.19B invested in First Trust Preferred Securities and Income ETF in 2022 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 119 increasing their positions, 189 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
423
Holders Change
+22
Holders Change %
+5.49%
% of All Funds
6.82%
Holding in Top 10
22
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-24.14%
% of All Funds
0.35%
New
72
Increased
119
Reduced
189
Closed
43
Calls
$604K
Puts
Net Calls
+$604K
Net Calls Change
+$604K
Name Holding Trade Value Shares
Change
Shares
Change %
WWA
251
WCG Wealth Advisors
Nevada
$536K +$62.4K +3,716 +13%
SWM
252
SeaCrest Wealth Management
New York
$535K -$200K -11,900 -27%
CCG
253
Coastwise Capital Group
California
$528K -$100K -5,951 -16%
OA
254
Oxbow Advisors
Texas
$512K -$246K -14,627 -32%
TCM
255
True Capital Management
California
$508K +$508K +30,265 New
Corient Private Wealth
256
Corient Private Wealth
Florida
$488K +$488K +29,070 New
MPCG
257
Matrix Private Capital Group
New York
$485K
CAN
258
Claraphi Advisory Network
United States
$481K +$19.2K +1,140 +4%
BF
259
BOK Financial
Oklahoma
$476K -$30.2K -1,797 -6%
ACA
260
Aptus Capital Advisors
Alabama
$464K -$17.2K -1,025 -4%
GWANC
261
Guardian Wealth Advisors (North Carolina)
North Carolina
$463K -$17.2K -1,025 -4%
FPWM
262
FSB Premier Wealth Management
Iowa
$455K +$1.13K +67 +0.2%
BZWA
263
Blue Zone Wealth Advisors
California
$449K +$1.06K +63 +0.2%
Mirae Asset Global Investments
264
Mirae Asset Global Investments
South Korea
$448K
APP
265
Avantax Planning Partners
Iowa
$441K -$350K -20,810 -44%
AWAG
266
ARS Wealth Advisors Group
Florida
$436K
RIA
267
Realta Investment Advisors
Delaware
$436K -$100K -5,962 -19%
PTP
268
Platform Technology Partners
New York
$431K -$8.4K -500 -2%
BIA
269
Barry Investment Advisors
Massachusetts
$426K +$426K +25,382 New
SFG
270
Summit Financial Group
West Virginia
$424K
CFD
271
Creative Financial Designs
Indiana
$420K -$467K -27,772 -53%
FFS
272
Founders Financial Securities
Maryland
$414K -$7.24K -431 -2%
AWM
273
AE Wealth Management
Kansas
$409K -$102K -6,081 -20%
SOS
274
Silver Oak Securities
Tennessee
$405K +$405K +24,100 New
LSA
275
Lion Street Advisors
Texas
$399K +$19.9K +974 +5%