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First Trust Preferred Securities and Income ETF

403 hedge funds and large institutions have $3.26B invested in First Trust Preferred Securities and Income ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 163 increasing their positions, 139 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
+1
Holders Change %
+0.25%
% of All Funds
5.84%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
44
Increased
163
Reduced
139
Closed
38
Calls
$35K
Puts
$348K
Net Calls
-$313K
Net Calls Change
-$157K
Name Holding Trade Value Shares
Change
Shares
Change %
TCA
301
Transcend Capital Advisors
New Jersey
$273K +$450 +26 +0.2%
AFAS
302
Acorn Financial Advisory Services
Virginia
$267K
AWAG
303
ARS Wealth Advisors Group
Florida
$266K +$8.66K +500 +3%
MRCM
304
M&R Capital Management
New Jersey
$266K -$4.56K -263 -2%
SCI
305
Stableford Capital II
Arizona
$265K
VCM
306
Virtue Capital Management
Tennessee
$254K -$944 -55 -0.4%
SVWAG
307
Sound View Wealth Advisors Group
Georgia
$253K +$710 +41 +0.3%
TC
308
TownSquare Capital
Utah
$253K +$253K +14,595 New
AFC
309
AFT Forsyth & Company
Florida
$243K
HGERS
310
Householder Group Estate & Retirement Specialist
Arizona
$241K +$240K +13,870 +19,264%
WT
311
Whittier Trust
California
$241K
FAIM
312
Financial Advocates Investment Management
Washington
$236K -$3.4K -196 -1%
Qube Research & Technologies (QRT)
313
Qube Research & Technologies (QRT)
United Kingdom
$236K -$97.8K -5,646 -29%
GVAG
314
Great Valley Advisor Group
Delaware
$231K -$79.9K -4,620 -26%
DC
315
DeDora Capital
California
$231K
AFA
316
American Financial Advisors
Georgia
$229K -$59.5K -3,434 -21%
MFG
317
Merit Financial Group
Georgia
$228K -$26K -1,504 -10%
Citadel Advisors
318
Citadel Advisors
Florida
$227K -$674K -38,896 -75%
SNB
319
Security National Bank
Nebraska
$224K
MFG
320
Mendota Financial Group
Wisconsin
$221K -$1.36M -78,793 -86%
CAMG
321
CWA Asset Management Group
Florida
$219K +$219K +12,641 New
NPFS
322
Novak & Powell Financial Services
Florida
$218K
CHA
323
Carmichael Hill & Associates
Maryland
$211K -$3.2K -185 -1%
AF
324
Advisornet Financial
Minnesota
$205K -$909K -52,456 -82%
LNC
325
Lincoln National Corp
Pennsylvania
$204K +$1.28K +74 +0.6%