FPE icon

First Trust Preferred Securities and Income ETF

386 hedge funds and large institutions have $3.08B invested in First Trust Preferred Securities and Income ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 136 increasing their positions, 166 reducing their positions, and 41 closing their positions.

Holders
386
Holders Change
-10
Holders Change %
-2.53%
% of All Funds
6.16%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.33%
New
32
Increased
136
Reduced
166
Closed
41
Calls
$113K
Puts
Net Calls
+$113K
Net Calls Change
+$22K
Name Holding Trade Value Shares
Change
Shares
Change %
EW
326
Evoke Wealth
California
$163K +$163K +10,188 New
CF
327
Centaurus Financial
California
$161K -$2.76K -173 -2%
CAM
328
Cozad Asset Management
Illinois
$160K +$160K +10,028 New
DFA
329
DHJJ Financial Advisors
Illinois
$160K +$160K +10,003 New
HH
330
Hilltop Holdings
Texas
$160K -$71.6K -4,486 -31%
OCM
331
Objective Capital Management
Ohio
$160K
DWMG
332
DB Wealth Management Group
California
$157K +$46.5K +2,909 +42%
CAL
333
Capital Analysts LLC
Pennsylvania
$135K
ST
334
Smithfield Trust
Pennsylvania
$119K
FCA
335
FinTrust Capital Advisors
South Carolina
$101K -$2.9M -181,743 -97%
SIS
336
Strategic Investment Solutions
Illinois
$83.4K +$83.4K +5,180 New
WT
337
Whittier Trust
California
$79.9K
CSC
338
Caldwell Sutter Capital
California
$74.1K +$5.88K +368 +9%
FCT
339
First Community Trust
Iowa
$68.7K
FRA
340
Front Row Advisors
California
$63.9K -$16K -1,000 -20%
IRC
341
Investors Research Corp
Georgia
$59.6K
HCP
342
Hexagon Capital Partners
Arkansas
$57.9K
MHR
343
Matthew Hamilton Rosenberg
$56.5K
CAL
344
Capital Advisors Ltd
Ohio
$47K
EWP
345
Elevation Wealth Partners
California
$45K +$703 +44 +2%
BAM
346
Bellevue Asset Management
Washington
$44.1K
HNB
347
Huntington National Bank
Ohio
$43.7K
National Bank of Canada
348
National Bank of Canada
Quebec, Canada
$41.3K
PMFA
349
Plante Moran Financial Advisors
Michigan
$39.3K -$63.9K -4,000 -62%
SS
350
Sunbelt Securities
Texas
$37.1K +$80 +5 +0.2%