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First Trust Preferred Securities and Income ETF

423 hedge funds and large institutions have $4.19B invested in First Trust Preferred Securities and Income ETF in 2022 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 119 increasing their positions, 189 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
423
Holders Change
+22
Holders Change %
+5.49%
% of All Funds
6.82%
Holding in Top 10
22
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-24.14%
% of All Funds
0.35%
New
72
Increased
119
Reduced
189
Closed
43
Calls
$604K
Puts
Net Calls
+$604K
Net Calls Change
+$604K
Name Holding Trade Value Shares
Change
Shares
Change %
MRCM
301
M&R Capital Management
New Jersey
$308K -$6.57K -391 -2%
HA
302
Hofer & Associates
California
$297K -$806 -48 -0.3%
GWSG
303
GPS Wealth Strategies Group
Colorado
$293K -$23.8K -1,415 -8%
AIFAIM
304
American Institute for Advanced Investment Management
Arizona
$292K -$1.83M -109,114 -86%
IAS
305
Insigneo Advisory Services
Florida
$291K +$291K +17,314 New
AFC
306
AFT Forsyth & Company
Florida
$290K -$37.6K -2,241 -12%
Ameriprise
307
Ameriprise
Minnesota
$277K -$17.1M -1,020,801 -98%
MFG
308
Merit Financial Group
Georgia
$273K -$25.5K -1,518 -9%
BO
309
Bank OZK
Arkansas
$272K +$272K +16,184 New
SCI
310
Stableford Capital II
Arizona
$266K
EWM
311
EPG Wealth Management
Georgia
$266K +$4K +238 +2%
VCM
312
Virtue Capital Management
Tennessee
$264K -$68.8K -4,095 -21%
CCFM
313
Clear Creek Financial Management
Washington
$263K +$43.1K +2,564 +20%
TCA
314
Transcend Capital Advisors
New Jersey
$263K +$286 +17 +0.1%
MWA
315
Meridian Wealth Advisors
Texas
$257K +$3.88K +231 +2%
JWCA
316
J.W. Cole Advisors
Florida
$256K +$1.24K +74 +0.5%
CCA
317
Cadent Capital Advisors
Oklahoma
$255K -$49.6K -2,951 -16%
HCM
318
Hudson Capital Management
New Jersey
$252K +$6.8K +405 +3%
AC
319
AWM Capital
Arizona
$252K +$252K +15,000 New
KFP
320
KMG Fiduciary Partners
Ohio
$250K -$121K -7,215 -33%
William Blair & Company
321
William Blair & Company
Illinois
$250K -$71.2K -4,238 -22%
AWA
322
Acorn Wealth Advisors
Michigan
$249K -$165K -9,828 -40%
SVWAG
323
Sound View Wealth Advisors Group
Georgia
$246K -$34.3K -2,037 -12%
Koshinski Asset Management
324
Koshinski Asset Management
Illinois
$245K +$245K +14,591 New
OCM
325
Objective Capital Management
Ohio
$244K -$37.8K -2,250 -13%