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First Trust Preferred Securities and Income ETF

440 hedge funds and large institutions have $3.71B invested in First Trust Preferred Securities and Income ETF in 2024 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 187 increasing their positions, 123 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
440
Holders Change
+29
Holders Change %
+7.06%
% of All Funds
5.86%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.25%
New
76
Increased
187
Reduced
123
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NP
326
Nilsine Partners
Colorado
$260K +$260K +14,685 New
MWA
327
Merkkuri Wealth Advisors
New York
$259K -$25K -1,415 -9%
OHIS
328
Oak Harvest Investment Services
Texas
$253K +$16.8K +949 +7%
WC
329
Waterloo Capital
Texas
$252K -$340K -19,193 -57%
DC
330
DeDora Capital
California
$250K +$24.4K +1,381 +11%
HCM
331
Hudson Capital Management
New Jersey
$250K -$31.2K -1,763 -11%
WT
332
Whittier Trust
California
$246K
CA
333
Claro Advisors
Massachusetts
$234K -$4.82K -272 -2%
SRC
334
Shufro Rose & Co
New York
$234K -$88.5K -5,000 -27%
AFG
335
Atomi Financial Group
New York
$232K +$232K +13,121 New
SNB
336
Security National Bank
Nebraska
$232K -$4.51K -255 -2%
CCAL
337
City Center Advisors LLC
Michigan
$229K +$17.8K +1,007 +8%
SC
338
Savant Capital
Illinois
$228K -$531 -30 -0.2%
PWM
339
Perigon Wealth Management
California
$219K +$219K +12,364 New
DWM
340
Diversify Wealth Management
Utah
$217K +$217K +12,328 New
NPFS
341
Novak & Powell Financial Services
Florida
$216K -$5.31K -300 -2%
OL
342
Owen LaRue
Kentucky
$215K -$29K -1,637 -12%
CAC
343
Certified Advisory Corp
Florida
$214K -$16.8K -948 -7%
WAP
344
Wealthcare Advisory Partners
Pennsylvania
$214K -$152K -8,596 -42%
FAIM
345
Financial Advocates Investment Management
Washington
$213K -$24.5K -1,384 -10%
AAMA
346
Advanced Asset Management Advisors
Ohio
$212K
TA
347
TFG Advisers
Michigan
$211K +$211K +11,930 New
KFGK
348
Keystone Financial Group (Kentucky)
Kentucky
$210K +$14.2K +800 +7%
MFIM
349
Mesirow Financial Investment Management
Illinois
$209K +$209K +11,794 New
CAM
350
Cozad Asset Management
Illinois
$208K +$25.7K +1,453 +14%