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First Trust Preferred Securities and Income ETF

424 hedge funds and large institutions have $4.19B invested in First Trust Preferred Securities and Income ETF in 2022 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 119 increasing their positions, 190 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 43

13% more capital invested

Capital invested by funds: $3.7B → $4.19B (+$492M)

5% more funds holding

Funds holding: 402424 (+22)

0.55% more ownership

Funds ownership: 59.65%60.2% (+0.55%)

24% less funds holding in top 10

Funds holding in top 10: 2922 (-7)

37% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 190

Holders
424
Holders Change
+22
Holders Change %
+5.47%
% of All Funds
6.82%
Holding in Top 10
22
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-24.14%
% of All Funds
0.35%
New
72
Increased
119
Reduced
190
Closed
43
Calls
$604K
Puts
Net Calls
+$604K
Net Calls Change
+$604K
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
351
Arkadios Wealth Advisors
Georgia
$185K -$1.19M -71,001 -87%
FCM
352
Family Capital Management
Michigan
$182K +$182K +10,838 New
PFG
353
Prosperity Financial Group
California
$181K +$181K +10,768 New
Neuberger Berman Group
354
Neuberger Berman Group
New York
$179K
MSCM
355
McElhenny Sheffield Capital Management
Texas
$178K -$50.3K -3,000 -22%
DFA
356
DHJJ Financial Advisors
Illinois
$178K -$57.7K -3,437 -25%
CFG
357
Cooper Financial Group
California
$175K +$175K +10,440 New
EW
358
Evoke Wealth
California
$171K +$171K +10,188 New
FRA
359
Front Row Advisors
California
$171K -$50.3K -3,000 -23%
WPW
360
Waldron Private Wealth
Pennsylvania
$168K
CAL
361
Capital Advisors Ltd
Ohio
$165K +$34 +2 +0%
LSA
362
Lansing Street Advisors
Pennsylvania
$154K +$2.25K +134 +1%
CAL
363
Capital Analysts LLC
Pennsylvania
$147K -$35.7K -2,130 -20%
TFS
364
TrustCore Financial Services
Tennessee
$141K -$168K -10,000 -54%
SWIG
365
Strategic Wealth Investment Group
Kentucky
$131K +$123K +7,343 New
ST
366
Smithfield Trust
Pennsylvania
$124K
TLA
367
Tanglewood Legacy Advisors
Texas
$124K +$124K +7,380 New
DWMG
368
DB Wealth Management Group
California
$120K
CA
369
CoreCap Advisors
Michigan
$107K +$107K +6,364 New
WT
370
Whittier Trust
California
$84K -$37K -2,204 -31%
PB
371
Pinnacle Bancorp
Nebraska
$80K -$48.6K -2,899 -38%
FCT
372
First Community Trust
Iowa
$72K
Fifth Third Bancorp
373
Fifth Third Bancorp
Ohio
$69.7K +$69.6K +4,146 New
HCP
374
Hexagon Capital Partners
Arkansas
$63K -$16.8K -1,000 -21%
IRC
375
Investors Research Corp
Georgia
$62.7K