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First Trust Preferred Securities and Income ETF

401 hedge funds and large institutions have $3.7B invested in First Trust Preferred Securities and Income ETF in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 142 increasing their positions, 150 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
-3
Holders Change %
-0.74%
% of All Funds
6.93%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.5%
New
40
Increased
142
Reduced
150
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MWA
301
Meridian Wealth Advisors
Texas
$252K +$3.38K +202 +1%
FFG
302
Frisch Financial Group
New York
$251K +$601 +36 +0.2%
CAP
303
Columbia Advisory Partners
Washington
$250K -$968 -58 -0.4%
SCI
304
Stableford Capital II
Arizona
$249K
BAS
305
Brown Advisory Securities
Maryland
$246K -$687K -41,152 -74%
HCM
306
Hudson Capital Management
New Jersey
$244K +$244K +14,607 New
WP
307
WealthShield Partners
North Carolina
$241K +$11.3K +677 +5%
MWM
308
MBE Wealth Management
Wisconsin
$237K -$2.19K -131 -0.9%
DFA
309
DHJJ Financial Advisors
Illinois
$234K +$234K +14,014 New
BWA
310
Beam Wealth Advisors
Louisiana
$232K +$1.93K +116 +0.8%
MSCM
311
McElhenny Sheffield Capital Management
Texas
$227K +$918 +55 +0.4%
MMM
312
Mendel Money Management
Illinois
$222K -$34.8K -2,082 -14%
GSC
313
G&S Capital
Colorado
$222K -$28.7K -1,718 -11%
FRA
314
Front Row Advisors
California
$220K
IWA
315
IBEX Wealth Advisors
New Jersey
$220K +$335 +20 +0.2%
CCFM
316
Clear Creek Financial Management
Washington
$219K -$103K -6,137 -32%
QFA
317
Quantum Financial Advisors
California
$217K
FHA
318
First Horizon Advisors
Tennessee
$214K +$172K +10,363 +414%
PWA
319
Providence Wealth Advisors
Illinois
$211K -$4.89K -296 -2%
Mercer Global Advisors
320
Mercer Global Advisors
Colorado
$200K +$200K +11,948 New
WIA
321
World Investment Advisors
California
$196K +$285 +17 +0.1%
SSWM
322
Sheets Smith Wealth Management
North Carolina
$195K -$1.72K -103 -0.9%
CF
323
Centaurus Financial
California
$191K +$10.3K +616 +6%
KFGK
324
Keystone Financial Group (Kentucky)
Kentucky
$190K +$190K +11,375 New
MF
325
Manchester Financial
California
$189K