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First Trust Preferred Securities and Income ETF

440 hedge funds and large institutions have $3.71B invested in First Trust Preferred Securities and Income ETF in 2024 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 187 increasing their positions, 123 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
440
Holders Change
+29
Holders Change %
+7.06%
% of All Funds
5.86%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.25%
New
76
Increased
187
Reduced
123
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GSIAS
251
Garden State Investment Advisory Services
New Jersey
$463K +$463K +26,141 New
SWM
252
SeaCrest Wealth Management
New York
$458K +$116K +6,554 +34%
APW
253
Aurora Private Wealth
New Jersey
$451K +$32.6K +1,842 +8%
BAWC
254
Boyce & Associates Wealth Consulting
Texas
$451K +$155K +8,740 +52%
ACA
255
Aptus Capital Advisors
Alabama
$444K
GWANC
256
Guardian Wealth Advisors (North Carolina)
North Carolina
$444K
VWM
257
Vermillion Wealth Management
Minnesota
$438K +$438K +24,752 New
FFN
258
Focus Financial Network
Minnesota
$437K +$7.52K +425 +2%
BHBT
259
Burke & Herbert Bank & Trust
Virginia
$437K
CCG
260
Cypress Capital Group
Florida
$435K -$190K -10,750 -30%
SWM
261
Stockman Wealth Management
Montana
$429K -$145K -8,215 -25%
DF
262
Dunhill Financial
United Kingdom
$427K +$33.6K +1,900 +9%
AIFAIM
263
American Institute for Advanced Investment Management
Arizona
$425K +$152K +8,600 +56%
TW
264
TritonPoint Wealth
Maryland
$425K -$478 -27 -0.1%
TF
265
Tudor Financial
Ohio
$423K +$25.2K +1,421 +6%
CW
266
CreativeOne Wealth
Kansas
$422K +$422K +23,822 New
TLA
267
Tanglewood Legacy Advisors
Texas
$421K
LI
268
LVZ Inc
Michigan
$416K +$8.43K +476 +2%
PTP
269
Platform Technology Partners
New York
$415K -$726 -41 -0.2%
FFS
270
Founders Financial Securities
Maryland
$413K -$27.2K -1,539 -6%
CWA
271
Choice Wealth Advisors
Maine
$412K -$4.92M -277,835 -92%
O3W
272
Omni 360 Wealth
New Jersey
$410K +$71 +4 +0%
Goldman Sachs
273
Goldman Sachs
New York
$410K +$192K +10,852 +88%
MQWP
274
Morey & Quinn Wealth Partners
Nebraska
$405K +$405K +22,857 New
AA
275
Apriem Advisors
California
$401K -$130K -7,320 -24%