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First Trust Preferred Securities and Income ETF

404 hedge funds and large institutions have $3.7B invested in First Trust Preferred Securities and Income ETF in 2022 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 109 increasing their positions, 192 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
-16
Holders Change %
-3.81%
% of All Funds
6.83%
Holding in Top 10
28
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-22.22%
% of All Funds
0.47%
New
44
Increased
109
Reduced
192
Closed
56
Calls
$291K
Puts
$174K
Net Calls
+$117K
Net Calls Change
-$2.56M
Name Holding Trade Value Shares
Change
Shares
Change %
MMM
301
Mendel Money Management
Illinois
$265K -$111K -6,435 -30%
EWM
302
EPG Wealth Management
Georgia
$265K +$3.43K +199 +1%
CCG
303
Chatham Capital Group
Georgia
$261K
FFG
304
Frisch Financial Group
New York
$259K -$8.06K -467 -3%
CAP
305
Columbia Advisory Partners
Washington
$259K -$1.91K -111 -0.7%
GSC
306
G&S Capital
Colorado
$258K -$150K -8,709 -37%
NWMG
307
National Wealth Management Group
Ohio
$257K +$40.8K +2,369 +19%
MWA
308
Meridian Wealth Advisors
Texas
$256K -$249K -14,470 -49%
WCFA
309
Walkner Condon Financial Advisors
Wisconsin
$254K +$8.55K +495 +3%
MWM
310
MBE Wealth Management
Wisconsin
$247K -$6.72K -390 -3%
KCM
311
Karp Capital Management
California
$239K -$268K -15,556 -53%
BWA
312
Beam Wealth Advisors
Louisiana
$238K +$3.5K +203 +1%
WP
313
WealthShield Partners
North Carolina
$237K +$31.3K +1,815 +15%
QFA
314
Quantum Financial Advisors
California
$236K +$236K +12,994 New
MSCM
315
McElhenny Sheffield Capital Management
Texas
$233K
MOS
316
MGO One Seven
Ohio
$232K +$232K +13,455 New
FRA
317
Front Row Advisors
California
$227K
IWA
318
IBEX Wealth Advisors
New Jersey
$226K -$22.6K -1,312 -9%
WAP
319
Wealthcare Advisory Partners
Pennsylvania
$226K +$30.6K +1,772 +16%
PWA
320
Providence Wealth Advisors
Illinois
$225K -$1.43M -83,238 -86%
WIA
321
World Investment Advisors
California
$213K -$34.2K -1,878 -14%
GLA
322
Good Life Advisors
Pennsylvania
$209K -$165K -9,592 -44%
First Manhattan
323
First Manhattan
New York
$206K
SSWM
324
Sheets Smith Wealth Management
North Carolina
$203K +$1.15K +67 +0.6%
FPGK
325
Financial Partners Group (Kansas)
Kansas
$201K -$1.56M -90,606 -89%