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First Trust Preferred Securities and Income ETF

396 hedge funds and large institutions have $3.1B invested in First Trust Preferred Securities and Income ETF in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 143 increasing their positions, 152 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
-27
Holders Change %
-6.38%
% of All Funds
6.34%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.3%
New
40
Increased
143
Reduced
152
Closed
58
Calls
$105K
Puts
$37K
Net Calls
+$68K
Net Calls Change
-$536K
Name Holding Trade Value Shares
Change
Shares
Change %
DFA
326
DHJJ Financial Advisors
Illinois
$169K +$606 +38 +0.4%
MSCM
327
McElhenny Sheffield Capital Management
Texas
$169K
FCM
328
Family Capital Management
Michigan
$168K -$4.55K -285 -3%
GSC
329
G&S Capital
Colorado
$168K +$168K +10,539 New
EW
330
Evoke Wealth
California
$163K
OWA
331
Octavia Wealth Advisors
Ohio
$160K -$153K -9,567 -49%
FRA
332
Front Row Advisors
California
$160K -$3.07K -192 -2%
HH
333
Hilltop Holdings
Texas
$160K -$366K -22,920 -70%
CAL
334
Capital Advisors Ltd
Ohio
$157K -$32 -2 -0%
LSA
335
Lansing Street Advisors
Pennsylvania
$148K +$2.14K +134 +1%
CAL
336
Capital Analysts LLC
Pennsylvania
$135K -$4.74K -297 -3%
ST
337
Smithfield Trust
Pennsylvania
$119K
DWMG
338
DB Wealth Management Group
California
$110K -$3.51K -220 -3%
HBW
339
Hazlett, Burt & Watson
West Virginia
$80K +$27.9K +1,738 +53%
WT
340
Whittier Trust
California
$79.8K
PB
341
Pinnacle Bancorp
Nebraska
$76.3K
FCT
342
First Community Trust
Iowa
$68.6K
IRC
343
Investors Research Corp
Georgia
$59.5K
HCP
344
Hexagon Capital Partners
Arkansas
$57.8K -$2K -125 -3%
MHR
345
Matthew Hamilton Rosenberg
$56.5K
SS
346
Sunbelt Securities
Texas
$46.5K +$46.5K +2,941 New
LFG
347
Larson Financial Group
Missouri
$45.2K -$8.76K -549 -16%
MAM
348
Marquette Asset Management
Minnesota
$44.1K
BAM
349
Bellevue Asset Management
Washington
$44K -$5.99K -375 -12%
EWP
350
Elevation Wealth Partners
California
$43.6K +$43.6K +2,729 New