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First Trust Preferred Securities and Income ETF

396 hedge funds and large institutions have $3.15B invested in First Trust Preferred Securities and Income ETF in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 138 increasing their positions, 161 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
Holders Change %
0%
% of All Funds
6.25%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.35%
New
45
Increased
138
Reduced
161
Closed
40
Calls
$125K
Puts
$34K
Net Calls
+$91K
Net Calls Change
+$23K
Name Holding Trade Value Shares
Change
Shares
Change %
BIA
251
Barry Investment Advisors
Massachusetts
$393K -$2.03K -127 -0.5%
CIG
252
Cascade Investment Group
Colorado
$392K -$277K -17,347 -41%
TWM
253
Tradition Wealth Management
Minnesota
$389K -$347K -21,733 -47%
FFA
254
Farther Finance Advisors
California
$381K +$32K +2,006 +9%
PTP
255
Platform Technology Partners
New York
$379K
SWM
256
SeaCrest Wealth Management
New York
$372K -$35.2K -2,202 -9%
Mirae Asset Global Investments
257
Mirae Asset Global Investments
South Korea
$363K
SW
258
SteelPeak Wealth
California
$356K -$11.1K -695 -3%
FTCM
259
First Trust Capital Management
Illinois
$353K -$18.7K -1,175 -5%
SDAM
260
Shulman DeMeo Asset Management
New York
$349K
JCM
261
J2 Capital Management
Michigan
$342K +$342K +36,096 New
TLA
262
Tanglewood Legacy Advisors
Texas
$340K +$49.5K +3,100 +17%
DAS
263
Dynamic Advisor Solutions
Arizona
$337K -$93.7K -5,867 -22%
CCB
264
Cutter & Co Brokerage
Missouri
$336K +$3.48K +218 +1%
EGA
265
E&G Advisors
Texas
$333K
WP
266
WealthShield Partners
North Carolina
$328K +$99.6K +6,235 +44%
PEA
267
Park Edge Advisors
Ohio
$328K +$2.06K +129 +0.6%
LMKC
268
L.M. Kohn & Company
Ohio
$323K -$26.3K -1,648 -8%
GLA
269
Good Life Advisors
Pennsylvania
$323K -$37.5K -2,350 -10%
AWA
270
Arete Wealth Advisors
Illinois
$321K -$327K -20,515 -50%
OMC
271
Old Mission Capital
Illinois
$315K +$315K +19,726 New
BAM
272
Belpointe Asset Management
Nevada
$313K -$693K -43,411 -69%
Corient Private Wealth
273
Corient Private Wealth
Florida
$311K -$37.2K -2,329 -11%
TT
274
TI-Trust
Illinois
$307K -$6.77K -424 -2%
Lido Advisors
275
Lido Advisors
California
$306K +$7.59K +475 +3%