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First Trust Preferred Securities and Income ETF

386 hedge funds and large institutions have $3.08B invested in First Trust Preferred Securities and Income ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 136 increasing their positions, 166 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
-10
Holders Change %
-2.53%
% of All Funds
6.15%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.33%
New
32
Increased
136
Reduced
166
Closed
41
Calls
$113K
Puts
Net Calls
+$113K
Net Calls Change
+$22K
Name Holding Trade Value Shares
Change
Shares
Change %
SFA
276
Sequoia Financial Advisors
Ohio
$278K +$8.15K +510 +3%
PI
277
PFG Investments
New York
$273K +$33.2K +2,078 +14%
CIA
278
Capital Investment Advisors
Georgia
$272K +$60.7K +3,799 +29%
SVWAG
279
Sound View Wealth Advisors Group
Georgia
$270K +$495 +31 +0.2%
JCM
280
Jacobi Capital Management
Pennsylvania
$270K -$7.7K -482 -3%
HF
281
HRT Financial
New York
$269K +$96.3K +6,051 +56%
MRCM
282
M&R Capital Management
New Jersey
$265K -$10.4K -651 -4%
EWM
283
EPG Wealth Management
Georgia
$265K +$4.3K +269 +2%
IIC
284
Ironwood Investment Counsel
Arizona
$260K +$32.3K +60,075 +14%
TWM
285
Tradition Wealth Management
Minnesota
$260K -$128K -8,042 -33%
HCM
286
Hudson Capital Management
New Jersey
$258K -$5.75K -360 -2%
IAS
287
Insigneo Advisory Services
Florida
$254K -$31.8K -1,990 -11%
MWA
288
Meridian Wealth Advisors
Texas
$253K +$4.09K +256 +2%
TCA
289
Transcend Capital Advisors
New Jersey
$251K +$303 +19 +0.1%
SA
290
Stonebridge Advisors
Connecticut
$243K -$3.9M -230,757 -94%
SCI
291
Stableford Capital II
Arizona
$237K
AWAG
292
ARS Wealth Advisors Group
Florida
$236K -$56.4K -3,529 -19%
Lido Advisors
293
Lido Advisors
California
$233K -$72.7K -4,551 -24%
CCA
294
Cadent Capital Advisors
Oklahoma
$230K -$8.7K -545 -4%
FAIM
295
Financial Advocates Investment Management
Washington
$225K +$703 +44 +0.3%
NEWAS
296
N.E.W. Advisory Services
Wisconsin
$224K +$224K +14,035 New
AFC
297
AFT Forsyth & Company
Florida
$224K -$71.9K -4,500 -24%
AWA
298
Acorn Wealth Advisors
Michigan
$222K -$6.04K -378 -3%
GWSG
299
GPS Wealth Strategies Group
Colorado
$220K -$799 -50 -0.4%
DC
300
DeDora Capital
California
$220K +$9.9K +620 +5%