We are live on ! Find out more
FPE icon

First Trust Preferred Securities and Income ETF

404 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 57 funds opening new positions, 127 increasing their positions, 173 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 36

34% more capital invested

Capital invested by funds: $3.08B → $4.13B (+$1.05B)

18.25% more ownership

Funds ownership: 59.91%78.16% (+18%)

4% more funds holding

Funds holding: 387404 (+17)

10% less funds holding in top 10

Funds holding in top 10: 2119 (-2)

27% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 173

37% less call options, than puts

Call options by funds: $266K | Put options by funds: $422K

Holders
404
Holders Change
+17
Holders Change %
+4.39%
% 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
57
Increased
127
Reduced
173
Closed
36
Calls
$266K
Puts
$422K
Net Calls
-$156K
Net Calls Change
-$269K
Name Holding Trade Value Shares
Change
Change in
Stake
CHA
326
Carmichael Hill & Associates
Maryland
$209K +$19.6K +1,218 +11%
AWA
327
Arete Wealth Advisors
Illinois
$201K +$193K +11,943 New
FFA
328
Farther Finance Advisors
California
$200K -$164K -10,146 -46%
D
329
Diversified
Delaware
$198K +$189K +11,728 New
LNC
330
Lincoln National Corp
Pennsylvania
$198K -$3.98K -247 -2%
HA
331
HFG Advisors
Ohio
$197K
MWM
332
MBE Wealth Management
Wisconsin
$196K +$1.85K +115 +1%
DWMG
333
DB Wealth Management Group
California
$195K +$28.4K +1,763 +18%
CAC
334
Certified Advisory Corp
Florida
$195K -$20.4K -1,264 -10%
KCFA
335
Key Client Fiduciary Advisors
New Jersey
$193K -$4.94K -306 -3%
KWS
336
Keystone Wealth Services
California
$189K
TSS
337
Two Sigma Securities
New York
$187K +$179K +11,081 New
MW
338
Maia Wealth
Colorado
$187K +$179K +11,077 New
CF
339
Centaurus Financial
California
$184K +$13.7K +848 +8%
CAP
340
Columbia Advisory Partners
Washington
$184K -$2.1K -130 -1%
HH
341
Hilltop Holdings
Texas
$184K +$14.5K +896 +9%
NFG
342
Nations Financial Group
Iowa
$179K -$14.3K -887 -8%
NEWAS
343
N.E.W. Advisory Services
Wisconsin
$176K -$58.2K -3,610 -26%
Focus Partners Wealth
344
Focus Partners Wealth
Massachusetts
$175K +$167K +10,377 New
CCA
345
Cadent Capital Advisors
Oklahoma
$174K -$66.4K -4,114 -29%
EW
346
Evoke Wealth
California
$172K
CAM
347
Cozad Asset Management
Illinois
$170K +$1.27K +79 +0.8%
DFA
348
DHJJ Financial Advisors
Illinois
$149K -$19.2K -1,188 -12%
CAL
349
Capital Analysts LLC
Pennsylvania
$143K
GWSG
350
GPS Wealth Strategies Group
Colorado
$142K -$86.9K -5,385 -39%