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First Trust Preferred Securities and Income ETF

402 hedge funds and large institutions have $4.13B invested in First Trust Preferred Securities and Income ETF in 2023 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 126 increasing their positions, 173 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
402
Holders Change
+16
Holders Change %
+4.15%
% of All Funds
5.89%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.28%
New
56
Increased
126
Reduced
173
Closed
36
Calls
$266K
Puts
$422K
Net Calls
-$156K
Net Calls Change
-$269K
Name Holding Trade Value Shares
Change
Shares
Change %
RWM
276
Ritholtz Wealth Management
New York
$339K -$104K -6,156 -23%
EGA
277
E&G Advisors
Texas
$337K -$8.43K -500 -2%
RIA
278
Realta Investment Advisors
Delaware
$330K -$185K -10,965 -36%
TT
279
TI-Trust
Illinois
$325K
Qube Research & Technologies (QRT)
280
Qube Research & Technologies (QRT)
United Kingdom
$325K +$325K +19,256 New
KWM
281
Keating Wealth Management
Colorado
$323K +$323K +19,186 New
RW
282
RVW Wealth
California
$322K
1W
283
1776 Wealth
Georgia
$320K
SFP
284
Strategic Financial Partners
Oregon
$316K
EWM
285
EPG Wealth Management
Georgia
$313K +$31.2K +1,831 +11%
SW
286
SteelPeak Wealth
California
$306K -$5.35K -317 -2%
AAMA
287
Advanced Asset Management Advisors
Ohio
$303K -$319K -18,900 -51%
GVAG
288
Great Valley Advisor Group
Delaware
$303K -$956K -56,735 -76%
BAM
289
Belpointe Asset Management
Nevada
$296K -$489 -29 -0.2%
DFG
290
Delta Financial Group
New Jersey
$295K
GRP
291
Global Retirement Partners
California
$291K -$105K -6,241 -27%
JCM
292
Jacobi Capital Management
Pennsylvania
$287K +$1.96K +116 +0.7%
AFA
293
American Financial Advisors
Georgia
$281K -$191K -11,348 -41%
KA
294
Kure Advisory
Minnesota
$280K -$1.58M -93,980 -85%
LPAM
295
Lodestar Private Asset Management
California
$274K -$22.2K -1,319 -8%
MWA
296
Meridian Wealth Advisors
Texas
$271K +$4K +237 +1%
PI
297
PFG Investments
New York
$270K -$18.3K -1,087 -6%
TCA
298
Transcend Capital Advisors
New Jersey
$265K +$337 +20 +0.1%
MRCM
299
M&R Capital Management
New Jersey
$263K -$16.8K -994 -6%
AFAS
300
Acorn Financial Advisory Services
Virginia
$260K +$260K +15,443 New