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First Trust Preferred Securities and Income ETF

420 hedge funds and large institutions have $4.53B invested in First Trust Preferred Securities and Income ETF in 2022 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 151 increasing their positions, 151 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
+15
Holders Change %
+3.7%
% of All Funds
6.65%
Holding in Top 10
36
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.7%
% of All Funds
0.57%
New
59
Increased
151
Reduced
151
Closed
40
Calls
$2.67M
Puts
$1K
Net Calls
+$2.67M
Net Calls Change
+$2.67M
Name Holding Trade Value Shares
Change
Shares
Change %
IWA
326
IBEX Wealth Advisors
New Jersey
$275K -$6K -315 -2%
FFS
327
Founders Financial Securities
Maryland
$273K +$273K +14,348 New
SEA
328
Stegent Equity Advisors
Texas
$271K +$271K +14,223 New
CAG
329
Curtis Advisory Group
California
$270K
WCFA
330
Walkner Condon Financial Advisors
Wisconsin
$270K +$57.7K +3,040 +27%
SWM
331
SFG Wealth Management
Maryland
$261K +$7.66K +403 +3%
BWA
332
Beam Wealth Advisors
Louisiana
$259K -$4.44K -233 -2%
WIA
333
World Investment Advisors
California
$258K -$551 -29 -0.2%
MSCM
334
McElhenny Sheffield Capital Management
Texas
$258K
FRA
335
Front Row Advisors
California
$251K
Millennium Management
336
Millennium Management
New York
$245K +$245K +12,907 New
NWMG
337
National Wealth Management Group
Ohio
$239K +$114 +6 +0%
CF
338
Centaurus Financial
California
$238K -$26.7K -1,405 -10%
GT
339
Glenmede Trust
Pennsylvania
$233K
BB
340
Busey Bank
Illinois
$229K -$41.6K -2,183 -15%
First Manhattan
341
First Manhattan
New York
$228K -$28.5K -1,500 -11%
WP
342
WealthShield Partners
North Carolina
$227K -$56.3K -2,954 -20%
SSWM
343
Sheets Smith Wealth Management
North Carolina
$223K +$6.41K +337 +3%
WAP
344
Wealthcare Advisory Partners
Pennsylvania
$216K +$216K +11,333 New
BCI
345
Brinker Capital Investments
Pennsylvania
$214K
MF
346
Manchester Financial
California
$209K
1W
347
1776 Wealth
Georgia
$204K -$1.18M -61,921 -85%
WMR
348
Wealth Management Resources
Rhode Island
$203K -$292K -15,367 -59%
Neuberger Berman Group
349
Neuberger Berman Group
New York
$203K
HNB
350
Huntington National Bank
Ohio
$200K -$222K