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First Trust Preferred Securities and Income ETF

403 hedge funds and large institutions have $3.24B invested in First Trust Preferred Securities and Income ETF in 2024 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 145 increasing their positions, 156 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
Holders Change %
0%
% of All Funds
5.86%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
43
Increased
145
Reduced
156
Closed
36
Calls
Puts
$174K
Net Calls
-$174K
Net Calls Change
+$139K
Name Holding Trade Value Shares
Change
Shares
Change %
CF
326
Centaurus Financial
California
$198K -$89.1K -5,130 -31%
RWM
327
Ritholtz Wealth Management
New York
$198K -$192K -11,074 -49%
HH
328
Hilltop Holdings
Texas
$195K +$5.59K +322 +3%
Creative Planning
329
Creative Planning
Kansas
$194K -$128K -7,360 -40%
AF
330
Advisornet Financial
Minnesota
$194K -$11.5K -661 -6%
RIA
331
Realta Investment Advisors
Delaware
$185K -$156K -8,984 -46%
CCM
332
Chiron Capital Management
Florida
$182K +$182K +10,500 New
CAM
333
Cozad Asset Management
Illinois
$178K +$816 +47 +0.5%
CCAL
334
City Center Advisors LLC
Michigan
$177K
EW
335
Evoke Wealth
California
$177K
KWS
336
Keystone Wealth Services
California
$175K
FFA
337
Farther Finance Advisors
California
$167K -$150K -8,617 -47%
ATPW
338
Ashton Thomas Private Wealth
Arizona
$159K +$159K +9,144 New
CPA
339
Clear Point Advisors
New York
$133K -$1.74K -100 -1%
ST
340
Smithfield Trust
Pennsylvania
$129K
UB
341
UMB Bank
Missouri
$124K -$439K -25,300 -78%
CAM
342
Creekmur Asset Management
Illinois
$119K
DFA
343
DHJJ Financial Advisors
Illinois
$101K -$47.7K -2,745 -32%
CSC
344
Caldwell Sutter Capital
California
$98.7K +$3.35K +193 +4%
NB
345
NBT Bank
New York
$83.8K
FCT
346
First Community Trust
Iowa
$74.6K
HNB
347
Huntington National Bank
Ohio
$67.5K -$2.46K
SAM
348
Smartleaf Asset Management
Massachusetts
$66.4K -$69 -4 -0.1%
GWSG
349
GPS Wealth Strategies Group
Colorado
$64.9K -$55.6K -3,200 -46%
IRC
350
Investors Research Corp
Georgia
$64.8K