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First Trust Preferred Securities and Income ETF

411 hedge funds and large institutions have $3.51B invested in First Trust Preferred Securities and Income ETF in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 175 increasing their positions, 135 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
+8
Holders Change %
+1.99%
% of All Funds
5.94%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.25%
New
47
Increased
175
Reduced
135
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NPFS
326
Novak & Powell Financial Services
Florida
$226K
Goldman Sachs
327
Goldman Sachs
New York
$223K +$223K +12,294 New
CCAL
328
City Center Advisors LLC
Michigan
$216K +$30.9K +1,705 +17%
CAP
329
Columbia Advisory Partners
Washington
$215K
HA
330
HFG Advisors
Ohio
$211K
MWM
331
MBE Wealth Management
Wisconsin
$211K +$253 +14 +0.1%
AAMA
332
Advanced Asset Management Advisors
Ohio
$208K
HH
333
Hilltop Holdings
Texas
$207K +$3.75K +207 +2%
SFC
334
Strategic Financial Concepts
Texas
$205K -$5.25M -290,014 -96%
KFGK
335
Keystone Financial Group (Kentucky)
Kentucky
$200K +$200K +11,071 New
MFG
336
Merit Financial Group
Georgia
$199K -$10.7K -592 -5%
AWA
337
Arete Wealth Advisors
Illinois
$198K -$24.6K -1,363 -11%
MG
338
Mather Group
Illinois
$191K +$191K +10,577 New
SFP
339
Strategic Financial Partners
Oregon
$191K +$191K +10,525 New
CCM
340
Chiron Capital Management
Florida
$190K
MFG
341
Mendota Financial Group
Wisconsin
$190K -$41.6K -2,300 -18%
BZWA
342
Blue Zone Wealth Advisors
California
$187K +$187K +10,307 New
CAM
343
Cozad Asset Management
Illinois
$186K +$1.16K +64 +0.6%
SW
344
Simplicity Wealth
New Jersey
$186K +$186K +10,254 New
CL
345
Choreo LLC
Illinois
$185K +$185K +10,224 New
EW
346
Evoke Wealth
California
$184K
FFA
347
Farther Finance Advisors
California
$184K +$10.1K +559 +6%
Qube Research & Technologies (QRT)
348
Qube Research & Technologies (QRT)
United Kingdom
$183K +$183K +10,131 New
VVP
349
Venture Visionary Partners
Ohio
$183K +$183K +10,104 New
KWS
350
Keystone Wealth Services
California
$182K