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First Trust Preferred Securities and Income ETF

396 hedge funds and large institutions have $3.1B invested in First Trust Preferred Securities and Income ETF in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 143 increasing their positions, 152 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
-27
Holders Change %
-6.38%
% of All Funds
6.34%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.3%
New
40
Increased
143
Reduced
152
Closed
58
Calls
$105K
Puts
$37K
Net Calls
+$68K
Net Calls Change
-$536K
Name Holding Trade Value Shares
Change
Shares
Change %
PGAM
351
Princeton Global Asset Management
New Jersey
$43.1K
IWP
352
IAG Wealth Partners
Wisconsin
$42.3K +$42.3K +2,650 New
National Bank of Canada
353
National Bank of Canada
Quebec, Canada
$41.5K
PMFA
354
Plante Moran Financial Advisors
Michigan
$39.3K
SFG
355
Steward Financial Group
Texas
$38K +$38K +2,439 New
CSC
356
Caldwell Sutter Capital
California
$36.3K +$36.3K +2,275 New
FCA
357
Fortis Capital Advisors
Kansas
$33.5K
ACM
358
Antonetti Capital Management
Florida
$33.3K
GEA
359
Glen Eagle Advisors
New Jersey
$32.2K -$16K -1,000 -33%
LC
360
Lindbrook Capital
California
$31.9K
HIA
361
Harbor Investment Advisory
Maryland
$27.6K +$11.1K +693 +67%
QCG
362
Quadrant Capital Group
Ohio
$23.8K
Commonwealth Equity Services
363
Commonwealth Equity Services
Massachusetts
$22.5K +$1.56K +97,790 +7%
RCM
364
Raleigh Capital Management
North Carolina
$21.8K -$1.77K -111 -8%
MAWCM
365
Mine & Arao Wealth Creation & Management
California
$19.2K
CFD
366
Creative Financial Designs
Indiana
$18.8K -$380K -23,831 -95%
HNB
367
Huntington National Bank
Ohio
$16.8K -$17.7K
AAG
368
Armstrong Advisory Group
Massachusetts
$15.5K
BCMLT
369
Beacon Capital Management LLC (Tennessee)
Tennessee
$15.1K -$48 -3 -0.3%
MIFH
370
Migdal Insurance & Financial Holdings
Israel
$13K
AWM
371
Ameliora Wealth Management
Switzerland
$11.8K
AIP
372
Ahrens Investment Partners
Louisiana
$9.56K +$9.56K +599 New
WP
373
WealthPLAN Partners
Nebraska
$8.16K +$8.16K +511 New
AWM
374
AllSquare Wealth Management
New York
$7.85K
WTA
375
Washington Trust Advisors
Massachusetts
$7.77K +$7.77K +487 New