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First Trust Preferred Securities and Income ETF

396 hedge funds and large institutions have $3.15B invested in First Trust Preferred Securities and Income ETF in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 138 increasing their positions, 161 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
Holders Change %
0%
% of All Funds
6.25%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.35%
New
45
Increased
138
Reduced
161
Closed
40
Calls
$125K
Puts
$34K
Net Calls
+$91K
Net Calls Change
+$23K
Name Holding Trade Value Shares
Change
Shares
Change %
HH
301
Hilltop Holdings
Texas
$231K +$71.6K +4,486 +45%
Ameriprise
302
Ameriprise
Minnesota
$230K +$230K +14,393 New
AWA
303
Acorn Wealth Advisors
Michigan
$228K +$399 +25 +0.2%
BCM
304
Brookstone Capital Management
Illinois
$228K +$228K +14,331 New
FFN
305
Focus Financial Network
Minnesota
$227K -$4.94K -309 -2%
FAIM
306
Financial Advocates Investment Management
Washington
$224K -$12.5K -784 -5%
GWSG
307
GPS Wealth Strategies Group
Colorado
$221K -$16.3K -1,020 -7%
VCM
308
Virtue Capital Management
Tennessee
$217K -$1.6K -100 -0.7%
CIA
309
Capital Investment Advisors
Georgia
$211K +$211K +13,209 New
DC
310
DeDora Capital
California
$210K +$210K +13,153 New
RPCA
311
Running Point Capital Advisors
California
$210K
Susquehanna International Group
312
Susquehanna International Group
Pennsylvania
$204K -$16.9K -1,058 -8%
CAC
313
Certified Advisory Corp
Florida
$202K +$8.62K +540 +4%
LNC
314
Lincoln National Corp
Pennsylvania
$201K -$584K -36,544 -74%
Creative Planning
315
Creative Planning
Kansas
$189K -$49.7K -3,114 -21%
HA
316
HFG Advisors
Ohio
$186K
TI
317
Trexquant Investment
Connecticut
$185K +$185K +11,602 New
PA
318
Pinnacle Associates
New York
$185K
OWA
319
Octavia Wealth Advisors
Ohio
$183K +$23K +1,441 +14%
MWM
320
MBE Wealth Management
Wisconsin
$183K +$10.1K +634 +6%
BWA
321
Beam Wealth Advisors
Louisiana
$183K -$8.51K -533 -4%
ST
322
Spinnaker Trust
Maine
$183K -$26.8K -1,680 -13%
LIM
323
Leavell Investment Management
Alabama
$183K +$11.4K +717 +7%
SNB
324
Security National Bank
Nebraska
$183K -$1.36K -85 -0.7%
DWMS
325
Dominguez Wealth Management Solutions
Virginia
$182K +$607 +38 +0.3%