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First Trust Preferred Securities and Income ETF

386 hedge funds and large institutions have $3.08B invested in First Trust Preferred Securities and Income ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 136 increasing their positions, 166 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
-10
Holders Change %
-2.53%
% of All Funds
6.15%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.33%
New
32
Increased
136
Reduced
166
Closed
41
Calls
$113K
Puts
Net Calls
+$113K
Net Calls Change
+$22K
Name Holding Trade Value Shares
Change
Shares
Change %
FFA
251
Farther Finance Advisors
California
$352K -$29.2K -1,827 -8%
SDAM
252
Shulman DeMeo Asset Management
New York
$349K
Corient Private Wealth
253
Corient Private Wealth
Florida
$340K +$28.4K +1,777 +9%
AP
254
Americana Partners
Texas
$332K +$155K +9,735 +87%
PWA
255
PCG Wealth Advisors
Kansas
$332K -$1.32M -82,344 -80%
PEA
256
Park Edge Advisors
Ohio
$331K +$3.02K +189 +0.9%
EGA
257
E&G Advisors
Texas
$327K -$5.06K -317 -2%
WAP
258
Wealthcare Advisory Partners
Pennsylvania
$327K +$33.7K +2,109 +11%
AFG
259
Atomi Financial Group
New York
$325K +$57.8K +3,617 +22%
LMKC
260
L.M. Kohn & Company
Ohio
$323K +$32 +2 +0%
TLA
261
Tanglewood Legacy Advisors
Texas
$319K -$21.1K -1,320 -6%
WWM
262
Wagner Wealth Management
South Carolina
$318K -$166K -10,364 -34%
SFWA
263
Summit Financial Wealth Advisors
Louisiana
$312K +$61.5K +3,855 +25%
TT
264
TI-Trust
Illinois
$308K +$990 +62 +0.3%
RW
265
RVW Wealth
California
$305K
1W
266
1776 Wealth
Georgia
$303K
SFP
267
Strategic Financial Partners
Oregon
$299K
MFG
268
Merit Financial Group
Georgia
$297K -$254K -15,917 -46%
CCB
269
Cutter & Co Brokerage
Missouri
$296K -$40.2K -2,517 -12%
SW
270
SteelPeak Wealth
California
$295K -$61.1K -3,829 -17%
FIA
271
Foundations Investment Advisors
Arizona
$289K -$348K -21,820 -55%
WP
272
WealthShield Partners
North Carolina
$286K -$41.9K -2,626 -13%
BAM
273
Belpointe Asset Management
Nevada
$281K -$32.5K -2,038 -10%
LPAM
274
Lodestar Private Asset Management
California
$281K -$171K -10,703 -38%
DFG
275
Delta Financial Group
New Jersey
$279K