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First Trust Preferred Securities and Income ETF

396 hedge funds and large institutions have $3.1B invested in First Trust Preferred Securities and Income ETF in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 143 increasing their positions, 152 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
-27
Holders Change %
-6.38%
% of All Funds
6.34%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.3%
New
40
Increased
143
Reduced
152
Closed
58
Calls
$105K
Puts
$37K
Net Calls
+$68K
Net Calls Change
-$536K
Name Holding Trade Value Shares
Change
Shares
Change %
MRCM
276
M&R Capital Management
New Jersey
$290K +$190 +12 +0.1%
TLA
277
Tanglewood Legacy Advisors
Texas
$290K +$172K +10,800 +146%
PI
278
PFG Investments
New York
$286K +$286K +17,930 New
KCFA
279
Key Client Fiduciary Advisors
New Jersey
$285K -$67K -4,196 -19%
BO
280
Bank OZK
Arkansas
$270K +$11.4K +715 +4%
SVWAG
281
Sound View Wealth Advisors Group
Georgia
$269K +$36.5K +2,290 +16%
EWM
282
EPG Wealth Management
Georgia
$256K +$3.94K +247 +2%
IAS
283
Insigneo Advisory Services
Florida
$251K -$25.7K -1,611 -9%
TCA
284
Transcend Capital Advisors
New Jersey
$250K +$287 +18 +0.1%
MFG
285
Merit Financial Group
Georgia
$246K -$13.2K -830 -5%
William Blair & Company
286
William Blair & Company
Illinois
$245K +$7.79K +488 +3%
MWA
287
Meridian Wealth Advisors
Texas
$245K +$559 +35 +0.2%
FAM
288
Flaharty Asset Management
Florida
$244K -$692K -43,369 -74%
SFWA
289
Summit Financial Wealth Advisors
Louisiana
$240K +$240K +15,017 New
UCFA
290
United Capital Financial Advisors
Texas
$238K -$522K -32,676 -69%
Creative Planning
291
Creative Planning
Kansas
$238K -$328K -20,572 -58%
GWSG
292
GPS Wealth Strategies Group
Colorado
$237K -$41K -2,570 -15%
FAIM
293
Financial Advocates Investment Management
Washington
$237K -$67.8K -4,251 -22%
CCA
294
Cadent Capital Advisors
Oklahoma
$236K -$6.37K -399 -3%
HCM
295
Hudson Capital Management
New Jersey
$234K -$5.62K -352 -2%
FFN
296
Focus Financial Network
Minnesota
$231K +$231K +14,492 New
WP
297
WealthShield Partners
North Carolina
$228K +$11.1K +696 +5%
AWA
298
Acorn Wealth Advisors
Michigan
$228K -$8.46K -530 -4%
Susquehanna International Group
299
Susquehanna International Group
Pennsylvania
$221K -$1.93M -120,673 -90%
AP
300
Americana Partners
Texas
$220K -$3.91K -245 -2%