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First Trust Preferred Securities and Income ETF

402 hedge funds and large institutions have $4.13B invested in First Trust Preferred Securities and Income ETF in 2023 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 126 increasing their positions, 173 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
402
Holders Change
+16
Holders Change %
+4.15%
% of All Funds
5.89%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.28%
New
56
Increased
126
Reduced
173
Closed
36
Calls
$266K
Puts
$422K
Net Calls
-$156K
Net Calls Change
-$269K
Name Holding Trade Value Shares
Change
Shares
Change %
FFA
326
Farther Finance Advisors
California
$200K -$171K -10,146 -46%
D
327
Diversified
Delaware
$198K +$198K +11,728 New
LNC
328
Lincoln National Corp
Pennsylvania
$198K -$4.16K -247 -2%
HA
329
HFG Advisors
Ohio
$197K
MWM
330
MBE Wealth Management
Wisconsin
$196K +$1.94K +115 +1%
DWMG
331
DB Wealth Management Group
California
$195K +$29.7K +1,763 +18%
CAC
332
Certified Advisory Corp
Florida
$195K -$21.3K -1,264 -10%
KCFA
333
Key Client Fiduciary Advisors
New Jersey
$193K -$5.16K -306 -3%
KWS
334
Keystone Wealth Services
California
$189K
TSS
335
Two Sigma Securities
New York
$187K +$187K +11,081 New
MW
336
Maia Wealth
Colorado
$187K +$187K +11,077 New
CF
337
Centaurus Financial
California
$184K +$14.3K +848 +8%
CAP
338
Columbia Advisory Partners
Washington
$184K -$2.19K -130 -1%
HH
339
Hilltop Holdings
Texas
$184K +$15.1K +896 +9%
NFG
340
Nations Financial Group
Iowa
$179K -$15K -887 -8%
NEWAS
341
N.E.W. Advisory Services
Wisconsin
$176K -$60.9K -3,610 -26%
Focus Partners Wealth
342
Focus Partners Wealth
Massachusetts
$175K +$175K +10,377 New
CCA
343
Cadent Capital Advisors
Oklahoma
$174K -$69.4K -4,114 -29%
EW
344
Evoke Wealth
California
$172K
CAM
345
Cozad Asset Management
Illinois
$170K +$1.33K +79 +0.8%
DFA
346
DHJJ Financial Advisors
Illinois
$149K -$20K -1,188 -12%
CAL
347
Capital Analysts LLC
Pennsylvania
$143K
GWSG
348
GPS Wealth Strategies Group
Colorado
$142K -$90.8K -5,385 -39%
CPA
349
Clear Point Advisors
New York
$128K +$128K +7,612 New
William Blair & Company
350
William Blair & Company
Illinois
$128K -$44.9K -2,663 -26%