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First Trust Preferred Securities and Income ETF

424 hedge funds and large institutions have $4.19B invested in First Trust Preferred Securities and Income ETF in 2022 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 119 increasing their positions, 190 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 43

13% more capital invested

Capital invested by funds: $3.7B → $4.19B (+$492M)

5% more funds holding

Funds holding: 402424 (+22)

0.55% more ownership

Funds ownership: 59.65%60.2% (+0.55%)

24% less funds holding in top 10

Funds holding in top 10: 2922 (-7)

37% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 190

Holders
424
Holders Change
+22
Holders Change %
+5.47%
% of All Funds
6.82%
Holding in Top 10
22
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-24.14%
% of All Funds
0.35%
New
72
Increased
119
Reduced
190
Closed
43
Calls
$604K
Puts
Net Calls
+$604K
Net Calls Change
+$604K
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
326
Objective Capital Management
Ohio
$244K -$37.7K -2,250 -13%
AP
327
Americana Partners
Texas
$235K -$1.67M -99,454 -88%
DAS
328
Dynamic Advisor Solutions
Arizona
$231K -$137K -8,184 -37%
WP
329
WealthShield Partners
North Carolina
$229K -$13.5K -806 -6%
TFS
330
Thoroughbred Financial Services
Tennessee
$225K -$291K -17,375 -56%
FFA
331
Farther Finance Advisors
California
$225K +$225K +13,386 New
IWA
332
IBEX Wealth Advisors
New Jersey
$222K +$671 +40 +0.3%
ST
333
Spinnaker Trust
Maine
$221K -$103K -6,163 -32%
RPCA
334
Running Point Capital Advisors
California
$221K +$220K +13,139 New
FHA
335
First Horizon Advisors
Tennessee
$216K +$369 +22 +0.2%
MMM
336
Mendel Money Management
Illinois
$215K -$7.92K -472 -4%
FPGK
337
Financial Partners Group (Kansas)
Kansas
$215K -$295K -17,612 -59%
FFG
338
Frisch Financial Group
New York
$212K -$40.7K -2,426 -16%
BWA
339
Beam Wealth Advisors
Louisiana
$208K -$25.7K -1,531 -11%
CAP
340
Columbia Advisory Partners
Washington
$208K -$43.5K -2,595 -17%
First Manhattan
341
First Manhattan
New York
$202K +$201K +12,000 New
MF
342
Manchester Financial
California
$197K +$6.71K +400 +4%
MWM
343
MBE Wealth Management
Wisconsin
$197K -$41.3K -2,461 -17%
HA
344
HFG Advisors
Ohio
$196K +$196K +11,672 New
TWM
345
Tanager Wealth Management
United Kingdom
$195K +$195K +11,608 New
PA
346
Pinnacle Associates
New York
$194K +$194K +11,575 New
WAP
347
Wealthcare Advisory Partners
Pennsylvania
$194K +$194K +11,548 New
TSS
348
Two Sigma Securities
New York
$191K +$191K +11,360 New
DWMS
349
Dominguez Wealth Management Solutions
Virginia
$191K +$190K +11,340 New
CHA
350
Carmichael Hill & Associates
Maryland
$188K +$1.27K +76 +0.7%