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First Trust Preferred Securities and Income ETF

401 hedge funds and large institutions have $3.7B invested in First Trust Preferred Securities and Income ETF in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 142 increasing their positions, 150 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
-3
Holders Change %
-0.74%
% of All Funds
6.93%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.5%
New
40
Increased
142
Reduced
150
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CSPIA
276
Cary Street Partners Investment Advisory
Virginia
$341K +$5.84K +350 +2%
VCM
277
Virtue Capital Management
Tennessee
$331K -$399K -23,882 -55%
WDA
278
Wendell David Associates
New Hampshire
$326K
AFC
279
AFT Forsyth & Company
Florida
$325K +$284 +17 +0.1%
ST
280
Spinnaker Trust
Maine
$322K -$5.96M -357,046 -95%
William Blair & Company
281
William Blair & Company
Illinois
$319K -$67 -4 -0%
RW
282
RVW Wealth
California
$319K
AFP
283
Ausdal Financial Partners
Iowa
$316K
GWSG
284
GPS Wealth Strategies Group
Colorado
$315K -$14.6K -875 -4%
MRCM
285
M&R Capital Management
New Jersey
$312K -$11K -662 -3%
PWM
286
PRW Wealth Management
Massachusetts
$310K +$310K +18,560 New
LSA
287
Lion Street Advisors
Texas
$309K -$16.2K -974 -5%
TFS
288
TrustCore Financial Services
Tennessee
$307K
CCA
289
Cadent Capital Advisors
Oklahoma
$303K +$2.89K +173 +1%
MFG
290
Merit Financial Group
Georgia
$297K +$297K +17,787 New
HA
291
Hofer & Associates
California
$296K -$3.31K -198 -1%
BWM
292
BlackDiamond Wealth Management
New York
$291K -$792 -48 -0.3%
C
293
CEDRUS
Colorado
$289K +$18.4K +1,100 +7%
OCM
294
Objective Capital Management
Ohio
$280K -$79.4K -4,750 -22%
FPAS
295
Focus Partners Advisor Solutions
Missouri
$279K +$279K +16,708 New
SS
296
Sunbelt Securities
Texas
$278K -$11.5K -687 -4%
SVWAG
297
Sound View Wealth Advisors Group
Georgia
$277K +$417 +25 +0.2%
TCA
298
Transcend Capital Advisors
New Jersey
$261K +$284 +17 +0.1%
EWM
299
EPG Wealth Management
Georgia
$260K +$3.51K +210 +1%
JWCA
300
J.W. Cole Advisors
Florida
$254K -$183K -10,951 -42%