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First Trust Preferred Securities and Income ETF

403 hedge funds and large institutions have $3.26B invested in First Trust Preferred Securities and Income ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 163 increasing their positions, 139 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
+1
Holders Change %
+0.25%
% of All Funds
5.84%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
44
Increased
163
Reduced
139
Closed
38
Calls
$35K
Puts
$348K
Net Calls
-$313K
Net Calls Change
-$157K
Name Holding Trade Value Shares
Change
Shares
Change %
CAC
326
Certified Advisory Corp
Florida
$202K +$1.92K +111 +1%
HA
327
HFG Advisors
Ohio
$202K
MWM
328
MBE Wealth Management
Wisconsin
$201K -$277 -16 -0.1%
NFG
329
Nations Financial Group
Iowa
$201K +$17.6K +1,015 +10%
KCFA
330
Key Client Fiduciary Advisors
New Jersey
$198K -$727 -42 -0.4%
CAP
331
Columbia Advisory Partners
Washington
$189K
SWM
332
SeaCrest Wealth Management
New York
$189K -$42.7K -2,464 -18%
HH
333
Hilltop Holdings
Texas
$189K
Invesco
334
Invesco
Georgia
$186K +$186K +10,717 New
Focus Partners Wealth
335
Focus Partners Wealth
Massachusetts
$180K
CCAL
336
City Center Advisors LLC
Michigan
$177K +$177K +10,214 New
CAM
337
Cozad Asset Management
Illinois
$177K +$1.46K +84 +0.8%
EW
338
Evoke Wealth
California
$176K
KWS
339
Keystone Wealth Services
California
$174K -$19.3K -1,116 -10%
WIC
340
Woodmont Investment Counsel
Tennessee
$174K +$174K +10,048 New
AWM
341
Avior Wealth Management
Nebraska
$153K +$153K +8,853 New
DFA
342
DHJJ Financial Advisors
Illinois
$148K -$4.33K -250 -3%
CPA
343
Clear Point Advisors
New York
$134K +$2.58K +149 +2%
ST
344
Smithfield Trust
Pennsylvania
$129K
GWSG
345
GPS Wealth Strategies Group
Colorado
$120K -$25.5K -1,475 -18%
CAM
346
Creekmur Asset Management
Illinois
$119K
CSC
347
Caldwell Sutter Capital
California
$95.1K +$5.2K +300 +6%
NB
348
NBT Bank
New York
$83.6K -$13.5K -780 -14%
FCT
349
First Community Trust
Iowa
$74.5K
FRA
350
Front Row Advisors
California
$69.3K