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First Trust Preferred Securities and Income ETF

396 hedge funds and large institutions have $3.15B invested in First Trust Preferred Securities and Income ETF in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 138 increasing their positions, 161 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
Holders Change %
0%
% of All Funds
6.25%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.35%
New
45
Increased
138
Reduced
161
Closed
40
Calls
$125K
Puts
$34K
Net Calls
+$91K
Net Calls Change
+$23K
Name Holding Trade Value Shares
Change
Shares
Change %
CHA
326
Carmichael Hill & Associates
Maryland
$178K
AP
327
Americana Partners
Texas
$178K -$42.5K -2,660 -19%
CAP
328
Columbia Advisory Partners
Washington
$176K -$1.6K -100 -0.9%
APP
329
Avantax Planning Partners
Iowa
$174K +$174K +10,909 New
HF
330
HRT Financial
New York
$173K +$173K +10,844 New
PFG
331
Prosperity Financial Group
California
$172K +$319 +20 +0.2%
NP
332
Nilsine Partners
Colorado
$169K +$169K +10,560 New
FCM
333
Family Capital Management
Michigan
$169K
UCFA
334
United Capital Financial Advisors
Texas
$166K -$72.3K -4,530 -30%
BO
335
Bank OZK
Arkansas
$166K -$104K -6,518 -39%
CF
336
Centaurus Financial
California
$164K -$7.96K -498 -5%
TC
337
TownSquare Capital
Utah
$164K +$164K +10,259 New
William Blair & Company
338
William Blair & Company
Illinois
$162K -$82.6K -5,175 -34%
CCFM
339
Clear Creek Financial Management
Washington
$162K -$397K -24,885 -71%
OCM
340
Objective Capital Management
Ohio
$160K -$31.9K -2,000 -17%
LSA
341
Lansing Street Advisors
Pennsylvania
$150K +$1.55K +97 +1%
CAL
342
Capital Analysts LLC
Pennsylvania
$135K
ST
343
Smithfield Trust
Pennsylvania
$119K
DWMG
344
DB Wealth Management Group
California
$110K
PMFA
345
Plante Moran Financial Advisors
Michigan
$103K +$63.9K +4,000 +162%
FRA
346
Front Row Advisors
California
$80K -$80K -5,000 -50%
HBW
347
Hazlett, Burt & Watson
West Virginia
$80K +$447 +28 +0.6%
WT
348
Whittier Trust
California
$79.9K
PB
349
Pinnacle Bancorp
Nebraska
$76.4K
FCT
350
First Community Trust
Iowa
$68.7K