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First Trust Preferred Securities and Income ETF

424 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, 190 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 43

13% more capital invested

Capital invested by funds: $3.7B → $4.19B (+$492M)

5% more funds holding

Funds holding: 402424 (+22)

0.55% more ownership

Funds ownership: 59.65%60.2% (+0.55%)

24% less funds holding in top 10

Funds holding in top 10: 2922 (-7)

37% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 190

Holders
424
Holders Change
+22
Holders Change %
+5.47%
% 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
190
Closed
43
Calls
$604K
Puts
Net Calls
+$604K
Net Calls Change
+$604K
Name Holding Trade Value Shares
Change
Change in
Stake
AFP
301
Ausdal Financial Partners
Iowa
$317K +$17 +1 +0%
MRCM
302
M&R Capital Management
New Jersey
$308K -$6.56K -391 -2%
HA
303
Hofer & Associates
California
$297K -$805 -48 -0.3%
GWSG
304
GPS Wealth Strategies Group
Colorado
$293K -$23.7K -1,415 -8%
AIFAIM
305
American Institute for Advanced Investment Management
Arizona
$292K -$1.83M -109,114 -86%
IAS
306
Insigneo Advisory Services
Florida
$291K +$290K +17,314 New
AFC
307
AFT Forsyth & Company
Florida
$290K -$37.6K -2,241 -12%
Ameriprise
308
Ameriprise
Minnesota
$277K -$17.1M -1,020,801 -98%
MFG
309
Merit Financial Group
Georgia
$273K -$25.5K -1,518 -9%
BO
310
Bank OZK
Arkansas
$272K +$272K +16,184 New
SCI
311
Stableford Capital II
Arizona
$266K
EWM
312
EPG Wealth Management
Georgia
$266K +$3.99K +238 +2%
VCM
313
Virtue Capital Management
Tennessee
$264K -$68.7K -4,095 -21%
CCFM
314
Clear Creek Financial Management
Washington
$263K +$43K +2,564 +20%
TCA
315
Transcend Capital Advisors
New Jersey
$263K +$285 +17 +0.1%
MWA
316
Meridian Wealth Advisors
Texas
$257K +$3.88K +231 +2%
JWCA
317
J.W. Cole Advisors
Florida
$256K +$1.24K +74 +0.5%
CCA
318
Cadent Capital Advisors
Oklahoma
$255K -$49.5K -2,951 -16%
HCM
319
Hudson Capital Management
New Jersey
$252K +$6.79K +405 +3%
AC
320
AWM Capital
Arizona
$252K +$252K +15,000 New
KFP
321
KMG Fiduciary Partners
Ohio
$250K -$121K -7,215 -33%
William Blair & Company
322
William Blair & Company
Illinois
$250K -$71.1K -4,238 -22%
AWA
323
Acorn Wealth Advisors
Michigan
$249K -$165K -9,828 -40%
SVWAG
324
Sound View Wealth Advisors Group
Georgia
$246K -$34.2K -2,037 -12%
Koshinski Asset Management
325
Koshinski Asset Management
Illinois
$245K +$245K +14,591 New