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First Trust Preferred Securities and Income ETF

424 hedge funds and large institutions have $4.19B invested in First Trust Preferred Securities and Income ETF in 2022 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 119 increasing their positions, 190 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 43

13% more capital invested

Capital invested by funds: $3.7B → $4.19B (+$492M)

5% more funds holding

Funds holding: 402424 (+22)

0.55% more ownership

Funds ownership: 59.65%60.2% (+0.55%)

24% less funds holding in top 10

Funds holding in top 10: 2922 (-7)

37% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 190

Holders
424
Holders Change
+22
Holders Change %
+5.47%
% of All Funds
6.82%
Holding in Top 10
22
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-24.14%
% of All Funds
0.35%
New
72
Increased
119
Reduced
190
Closed
43
Calls
$604K
Puts
Net Calls
+$604K
Net Calls Change
+$604K
Name Holding Trade Value Shares
Change
Change in
Stake
LSA
276
Lion Street Advisors
Texas
$399K +$16.3K +974 +5%
MA
277
MBA Advisors
Pennsylvania
$399K +$37.5K +2,234 +10%
Citadel Advisors
278
Citadel Advisors
Florida
$393K -$1.54M -91,707 -80%
FTCM
279
First Trust Capital Management
Illinois
$393K
JCM
280
Jacobi Capital Management
Pennsylvania
$392K -$54.6K -3,257 -12%
SW
281
SteelPeak Wealth
California
$389K -$21.9K -1,305 -5%
MA
282
Mezzasalma Advisors
New Jersey
$380K -$20.4K -1,214 -5%
Mercer Global Advisors
283
Mercer Global Advisors
Colorado
$378K +$177K +10,574 +89%
BWM
284
BlackDiamond Wealth Management
New York
$375K +$66.3K +3,952 +22%
KCFA
285
Key Client Fiduciary Advisors
New Jersey
$370K -$17.2K -1,023 -4%
SNB
286
Security National Bank
Nebraska
$369K
LMKC
287
L.M. Kohn & Company
Ohio
$367K -$32.3K -1,927 -8%
SDAM
288
Shulman DeMeo Asset Management
New York
$367K
SFP
289
Strategic Financial Partners
Oregon
$365K
MAP
290
Milestone Advisory Partners
North Carolina
$355K
CF
291
Centaurus Financial
California
$352K +$160K +9,540 +83%
1W
292
1776 Wealth
Georgia
$348K +$168K +10,000 +93%
TT
293
TI-Trust
Illinois
$341K -$9.49K -566 -3%
CCB
294
Cutter & Co Brokerage
Missouri
$338K -$21.7K -1,294 -6%
OWA
295
Octavia Wealth Advisors
Ohio
$330K -$72.3K -4,311 -18%
BB
296
Bell Bank
North Dakota
$328K +$328K +19,553 New
WDA
297
Wendell David Associates
New Hampshire
$328K
CCM
298
Chiron Capital Management
Florida
$324K -$532K -31,692 -62%
RW
299
RVW Wealth
California
$320K
FAIM
300
Financial Advocates Investment Management
Washington
$320K -$290K -17,288 -48%