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First Trust Preferred Securities and Income ETF

396 hedge funds and large institutions have $3.1B invested in First Trust Preferred Securities and Income ETF in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 143 increasing their positions, 152 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
-27
Holders Change %
-6.38%
% of All Funds
6.34%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.3%
New
40
Increased
143
Reduced
152
Closed
58
Calls
$105K
Puts
$37K
Net Calls
+$68K
Net Calls Change
-$536K
Name Holding Trade Value Shares
Change
Shares
Change %
VCM
301
Virtue Capital Management
Tennessee
$217K -$32.5K -2,051 -13%
TFS
302
Thoroughbred Financial Services
Tennessee
$214K
ST
303
Spinnaker Trust
Maine
$210K
RPCA
304
Running Point Capital Advisors
California
$210K
HDIM
305
Hanson & Doremus Investment Management
Vermont
$206K +$206K +12,881 New
WAP
306
Wealthcare Advisory Partners
Pennsylvania
$200K +$15.8K +991 +9%
BZWA
307
Blue Zone Wealth Advisors
California
$196K -$231K -14,493 -54%
CAC
308
Certified Advisory Corp
Florida
$193K +$193K +12,097 New
SFA
309
Sequoia Financial Advisors
Ohio
$193K +$193K +12,080 New
FPGK
310
Financial Partners Group (Kansas)
Kansas
$192K +$415 +26 +0.2%
BWA
311
Beam Wealth Advisors
Louisiana
$192K -$6.16K -386 -3%
OCM
312
Objective Capital Management
Ohio
$192K -$39.9K -2,500 -17%
HA
313
HFG Advisors
Ohio
$186K
PA
314
Pinnacle Associates
New York
$185K
SNB
315
Security National Bank
Nebraska
$184K -$167K -10,445 -48%
MF
316
Manchester Financial
California
$182K -$5.75K -360 -3%
DWMS
317
Dominguez Wealth Management Solutions
Virginia
$182K +$575 +36 +0.3%
CHA
318
Carmichael Hill & Associates
Maryland
$178K
CAP
319
Columbia Advisory Partners
Washington
$178K -$20K -1,250 -10%
FHA
320
First Horizon Advisors
Tennessee
$177K -$28.8K -1,806 -14%
MWM
321
MBE Wealth Management
Wisconsin
$173K -$14.2K -890 -8%
CF
322
Centaurus Financial
California
$172K -$163K -10,214 -49%
PFG
323
Prosperity Financial Group
California
$172K
LIM
324
Leavell Investment Management
Alabama
$171K +$171K +10,744 New
Neuberger Berman Group
325
Neuberger Berman Group
New York
$170K