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First Trust Preferred Securities and Income ETF

402 hedge funds and large institutions have $4.13B invested in First Trust Preferred Securities and Income ETF in 2023 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 126 increasing their positions, 173 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
402
Holders Change
+16
Holders Change %
+4.15%
% of All Funds
5.89%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.28%
New
56
Increased
126
Reduced
173
Closed
36
Calls
$266K
Puts
$422K
Net Calls
-$156K
Net Calls Change
-$269K
Name Holding Trade Value Shares
Change
Shares
Change %
JWBC
251
J.W. Burns & Co
New York
$420K -$28.2K -1,675 -6%
SFG
252
Summit Financial Group
West Virginia
$416K
PTP
253
Platform Technology Partners
New York
$406K +$1.7K +99 +0.4%
LMKC
254
L.M. Kohn & Company
Ohio
$402K +$61.4K +3,643 +18%
SCM
255
Schnieders Capital Management
California
$395K +$395K +23,440 New
WAP
256
Wealthcare Advisory Partners
Pennsylvania
$390K +$44.5K +2,638 +13%
CA
257
Claro Advisors
Massachusetts
$389K -$231K -13,717 -37%
WWA
258
WCG Wealth Advisors
Nevada
$385K -$35K -2,080 -8%
Mirae Asset Global Investments
259
Mirae Asset Global Investments
South Korea
$383K
FTCM
260
First Trust Capital Management
Illinois
$375K
BRWA
261
B. Riley Wealth Advisors
Florida
$373K -$2.51M -149,128 -87%
FPAS
262
Focus Partners Advisor Solutions
Missouri
$371K -$103K -6,099 -22%
Ameriprise
263
Ameriprise
Minnesota
$370K +$370K +21,404 New
PWA
264
PCG Wealth Advisors
Kansas
$369K +$18.4K +1,089 +5%
SDAM
265
Shulman DeMeo Asset Management
New York
$368K
BIA
266
Barry Investment Advisors
Massachusetts
$366K -$40.8K -2,422 -10%
AFG
267
Atomi Financial Group
New York
$366K +$22.3K +1,322 +6%
FFN
268
Focus Financial Network
Minnesota
$363K +$134K +7,934 +58%
Thrivent Financial for Lutherans
269
Thrivent Financial for Lutherans
Minnesota
$359K +$359K +21,267 New
PEA
270
Park Edge Advisors
Ohio
$352K +$3.17K +188 +0.9%
AP
271
Americana Partners
Texas
$352K +$1.16K +69 +0.3%
WWM
272
Wagner Wealth Management
South Carolina
$352K +$16.4K +972 +5%
OPS
273
Orion Portfolio Solutions
Nebraska
$352K -$340K -20,197 -49%
BCI
274
Brinker Capital Investments
Pennsylvania
$352K -$340K -20,197 -49%
OL
275
Owen LaRue
Kentucky
$346K -$150K -8,891 -30%