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First Trust Preferred Securities and Income ETF

424 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, 190 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 43

13% more capital invested

Capital invested by funds: $3.7B → $4.19B (+$492M)

5% more funds holding

Funds holding: 402424 (+22)

0.55% more ownership

Funds ownership: 59.65%60.2% (+0.55%)

24% less funds holding in top 10

Funds holding in top 10: 2922 (-7)

37% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 190

Holders
424
Holders Change
+22
Holders Change %
+5.47%
% 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
190
Closed
43
Calls
$604K
Puts
Net Calls
+$604K
Net Calls Change
+$604K
Name Holding Trade Value Shares
Change
Change in
Stake
PWP
251
Principle Wealth Partners
Connecticut
$538K +$53.2K +3,170 +11%
WWA
252
WCG Wealth Advisors
Nevada
$536K +$62.3K +3,716 +13%
SWM
253
SeaCrest Wealth Management
New York
$535K -$200K -11,900 -27%
CCG
254
Coastwise Capital Group
California
$528K -$99.8K -5,951 -16%
OA
255
Oxbow Advisors
Texas
$512K -$245K -14,627 -32%
TCM
256
True Capital Management
California
$508K +$508K +30,265 New
Corient Private Wealth
257
Corient Private Wealth
Florida
$488K +$488K +29,070 New
MPCG
258
Matrix Private Capital Group
New York
$485K
CAN
259
Claraphi Advisory Network
United States
$481K +$19.1K +1,140 +4%
BF
260
BOK Financial
Oklahoma
$476K -$30.1K -1,797 -6%
ACA
261
Aptus Capital Advisors
Alabama
$464K -$17.2K -1,025 -4%
GWANC
262
Guardian Wealth Advisors (North Carolina)
North Carolina
$463K -$17.2K -1,025 -4%
FPWM
263
FSB Premier Wealth Management
Iowa
$455K +$1.12K +67 +0.2%
BZWA
264
Blue Zone Wealth Advisors
California
$449K +$1.06K +63 +0.2%
Mirae Asset Global Investments
265
Mirae Asset Global Investments
South Korea
$448K
APP
266
Avantax Planning Partners
Iowa
$441K -$349K -20,810 -44%
AWAG
267
ARS Wealth Advisors Group
Florida
$436K
RIA
268
Realta Investment Advisors
Delaware
$436K -$100K -5,962 -19%
PTP
269
Platform Technology Partners
New York
$431K -$8.39K -500 -2%
BIA
270
Barry Investment Advisors
Massachusetts
$426K +$426K +25,382 New
SFG
271
Summit Financial Group
West Virginia
$424K
CFD
272
Creative Financial Designs
Indiana
$420K -$466K -27,772 -53%
FFS
273
Founders Financial Securities
Maryland
$414K -$7.23K -431 -2%
AWM
274
AE Wealth Management
Kansas
$409K -$102K -6,081 -20%
SOS
275
Silver Oak Securities
Tennessee
$405K +$404K +24,100 New