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First Trust Preferred Securities and Income ETF

396 hedge funds and large institutions have $3.1B invested in First Trust Preferred Securities and Income ETF in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 143 increasing their positions, 152 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
-27
Holders Change %
-6.38%
% of All Funds
6.34%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.3%
New
40
Increased
143
Reduced
152
Closed
58
Calls
$105K
Puts
$37K
Net Calls
+$68K
Net Calls Change
-$536K
Name Holding Trade Value Shares
Change
Shares
Change %
NFG
251
Nations Financial Group
Iowa
$374K -$271K -17,007 -42%
FTCM
252
First Trust Capital Management
Illinois
$372K
JCM
253
Jacobi Capital Management
Pennsylvania
$370K -$2.54K -159 -0.7%
SW
254
SteelPeak Wealth
California
$367K -$2.84K -178 -0.8%
Mirae Asset Global Investments
255
Mirae Asset Global Investments
South Korea
$363K -$62.8K -3,933 -15%
Thrivent Financial for Lutherans
256
Thrivent Financial for Lutherans
Minnesota
$362K +$362K +22,681 New
MA
257
Mezzasalma Advisors
New Jersey
$361K
GLA
258
Good Life Advisors
Pennsylvania
$360K +$360K +22,546 New
SW
259
SVB Wealth
Massachusetts
$359K -$737K -46,171 -67%
CA
260
Cornerstone Advisory
Maryland
$353K +$353K +22,126 New
LMKC
261
L.M. Kohn & Company
Ohio
$349K +$48 +3 +0%
SDAM
262
Shulman DeMeo Asset Management
New York
$349K
FFA
263
Farther Finance Advisors
California
$349K +$135K +8,452 +63%
Corient Private Wealth
264
Corient Private Wealth
Florida
$348K -$116K -7,255 -25%
EGA
265
E&G Advisors
Texas
$332K +$332K +20,822 New
CCB
266
Cutter & Co Brokerage
Missouri
$332K +$11.3K +711 +4%
1W
267
1776 Wealth
Georgia
$331K
PEA
268
Park Edge Advisors
Ohio
$326K +$326K +20,396 New
TT
269
TI-Trust
Illinois
$313K -$10.6K -662 -3%
RW
270
RVW Wealth
California
$304K
CCM
271
Chiron Capital Management
Florida
$303K -$4.18K -262 -1%
SFP
272
Strategic Financial Partners
Oregon
$299K -$47.8K -2,996 -14%
Lido Advisors
273
Lido Advisors
California
$298K +$298K +18,657 New
HA
274
Hofer & Associates
California
$297K
AFC
275
AFT Forsyth & Company
Florida
$295K +$20.3K +1,271 +7%