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First Trust Preferred Securities and Income ETF

411 hedge funds and large institutions have $3.51B invested in First Trust Preferred Securities and Income ETF in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 175 increasing their positions, 135 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
+8
Holders Change %
+1.99%
% of All Funds
5.95%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.25%
New
47
Increased
175
Reduced
135
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CP
276
Creekside Partners
California
$344K -$24.7K -1,364 -7%
1W
277
1776 Wealth
Georgia
$343K
MWPCG
278
Measured Wealth Private Client Group
New Hampshire
$342K -$462K -25,507 -57%
LPAM
279
Lodestar Private Asset Management
California
$341K +$51.8K +2,861 +18%
IFS
280
Ifrah Financial Services
Arkansas
$335K +$335K +18,518 New
PEA
281
Park Edge Advisors
Ohio
$332K -$54K -2,985 -14%
D
282
Diversified
Delaware
$330K
DE
283
Diversified Enterprises
Delaware
$330K +$330K +18,243 New
AWA
284
Acorn Wealth Advisors
Michigan
$318K +$318K +17,555 New
DFG
285
Delta Financial Group
New Jersey
$317K
SRC
286
Shufro Rose & Co
New York
$316K
CIA
287
Capital Investment Advisors
Georgia
$315K -$9.48K -524 -3%
BAWC
288
Boyce & Associates Wealth Consulting
Texas
$303K +$29.8K +1,648 +11%
PCIA
289
Prime Capital Investment Advisors
Kansas
$300K -$126K -6,960 -30%
AP
290
Americana Partners
Texas
$299K +$1.68K +93 +0.6%
BCI
291
Brinker Capital Investments
Pennsylvania
$298K +$15K +829 +5%
OPS
292
Orion Portfolio Solutions
Nebraska
$298K +$15K +829 +5%
MWA
293
Merkkuri Wealth Advisors
New York
$291K +$64.8K +3,581 +29%
HCM
294
Hudson Capital Management
New Jersey
$287K +$25.1K +1,385 +10%
CFD
295
Creative Financial Designs
Indiana
$286K -$9.05K -500 -3%
TCA
296
Transcend Capital Advisors
New Jersey
$285K +$344 +19 +0.1%
GRP
297
Global Retirement Partners
California
$282K -$10.7K -592 -4%
AFAS
298
Acorn Financial Advisory Services
Virginia
$280K
AIFAIM
299
American Institute for Advanced Investment Management
Arizona
$279K +$279K +15,425 New
SCI
300
Stableford Capital II
Arizona
$277K