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First Trust Preferred Securities and Income ETF

396 hedge funds and large institutions have $3.15B invested in First Trust Preferred Securities and Income ETF in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 138 increasing their positions, 161 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
Holders Change %
0%
% of All Funds
6.25%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.35%
New
45
Increased
138
Reduced
161
Closed
40
Calls
$125K
Puts
$34K
Net Calls
+$91K
Net Calls Change
+$23K
Name Holding Trade Value Shares
Change
Shares
Change %
RW
276
RVW Wealth
California
$305K
1W
277
1776 Wealth
Georgia
$303K -$28.4K -1,777 -9%
SFP
278
Strategic Financial Partners
Oregon
$299K
AFC
279
AFT Forsyth & Company
Florida
$296K +$208 +13 +0.1%
WAP
280
Wealthcare Advisory Partners
Pennsylvania
$293K +$93.1K +5,830 +46%
AWAG
281
ARS Wealth Advisors Group
Florida
$292K +$292K +18,309 New
Wealth Enhancement Advisory Services
282
Wealth Enhancement Advisory Services
Minnesota
$291K -$10M -626,492 -97%
IAS
283
Insigneo Advisory Services
Florida
$286K +$34.9K +2,183 +14%
KCFA
284
Key Client Fiduciary Advisors
New Jersey
$280K -$5.03K -315 -2%
DFG
285
Delta Financial Group
New Jersey
$279K +$279K +17,500 New
JCM
286
Jacobi Capital Management
Pennsylvania
$278K -$92.4K -5,783 -25%
MRCM
287
M&R Capital Management
New Jersey
$274K -$17.3K -1,092 -6%
SFA
288
Sequoia Financial Advisors
Ohio
$270K +$77.1K +4,830 +40%
SVWAG
289
Sound View Wealth Advisors Group
Georgia
$270K +$527 +33 +0.2%
AFG
290
Atomi Financial Group
New York
$267K +$267K +16,750 New
HCM
291
Hudson Capital Management
New Jersey
$264K +$29.9K +1,873 +13%
EWM
292
EPG Wealth Management
Georgia
$261K +$4.06K +254 +2%
BWM
293
BlackDiamond Wealth Management
New York
$260K +$260K +16,101 New
TCA
294
Transcend Capital Advisors
New Jersey
$250K +$351 +22 +0.1%
SFWA
295
Summit Financial Wealth Advisors
Louisiana
$250K +$10.4K +650 +4%
MWA
296
Meridian Wealth Advisors
Texas
$249K +$3.88K +243 +2%
SCI
297
Stableford Capital II
Arizona
$248K +$248K +15,300 New
GSEP
298
Golden State Equity Partners
California
$243K +$243K +15,200 New
PI
299
PFG Investments
New York
$240K -$46.1K -2,885 -16%
CCA
300
Cadent Capital Advisors
Oklahoma
$239K +$2.41K +151 +1%