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First Trust Preferred Securities and Income ETF

411 hedge funds and large institutions have $3.51B invested in First Trust Preferred Securities and Income ETF in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 175 increasing their positions, 135 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
+8
Holders Change %
+1.99%
% of All Funds
5.95%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.25%
New
47
Increased
175
Reduced
135
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MRCM
301
M&R Capital Management
New Jersey
$277K +$36 +2 +0%
NFG
302
Nations Financial Group
Iowa
$275K -$18.7K -1,034 -6%
EA
303
Everpar Advisors
Oklahoma
$274K -$85K -4,697 -24%
HGERS
304
Householder Group Estate & Retirement Specialist
Arizona
$274K +$7.13K +395 +3%
AWM
305
Atticus Wealth Management
Florida
$272K -$104K -5,723 -28%
Creative Planning
306
Creative Planning
Kansas
$269K +$66.4K +3,669 +33%
Thrivent Financial for Lutherans
307
Thrivent Financial for Lutherans
Minnesota
$269K +$30.7K +1,696 +13%
VIM
308
Vista Investment Management
Pennsylvania
$267K -$13.9K -770 -5%
SVWAG
309
Sound View Wealth Advisors Group
Georgia
$266K +$543 +30 +0.2%
IAG
310
Investmark Advisory Group
Connecticut
$264K +$264K +14,564 New
WT
311
Whittier Trust
California
$252K
OL
312
Owen LaRue
Kentucky
$249K -$24.8K -1,369 -9%
AWAG
313
ARS Wealth Advisors Group
Florida
$248K -$29.9K -1,653 -11%
RW
314
RVW Wealth
California
$245K -$76.4K -4,220 -24%
SOS
315
Silver Oak Securities
Tennessee
$244K +$3.66K +202 +2%
CA
316
Claro Advisors
Massachusetts
$244K -$276K -15,240 -53%
FAIM
317
Financial Advocates Investment Management
Washington
$243K -$4.38K -242 -2%
SNB
318
Security National Bank
Nebraska
$242K +$8.24K +455 +4%
OHIS
319
Oak Harvest Investment Services
Texas
$241K
IAS
320
Insigneo Advisory Services
Florida
$238K
CAC
321
Certified Advisory Corp
Florida
$236K +$28.1K +1,551 +13%
SC
322
Savant Capital
Illinois
$234K -$80.4K -4,443 -26%
DC
323
DeDora Capital
California
$231K
CF
324
Centaurus Financial
California
$230K +$23.4K +1,290 +11%
CHA
325
Carmichael Hill & Associates
Maryland
$227K +$2.79K +154 +1%