FPE icon

First Trust Preferred Securities and Income ETF

396 hedge funds and large institutions have $3.15B invested in First Trust Preferred Securities and Income ETF in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 138 increasing their positions, 161 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
Holders Change %
0%
% of All Funds
6.25%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.35%
New
45
Increased
138
Reduced
161
Closed
40
Calls
$125K
Puts
$34K
Net Calls
+$91K
Net Calls Change
+$23K
Name Holding Trade Value Shares
Change
Shares
Change %
CSC
351
Caldwell Sutter Capital
California
$68.3K +$31.9K +2,000 +88%
IRC
352
Investors Research Corp
Georgia
$59.6K
HCP
353
Hexagon Capital Partners
Arkansas
$57.9K
MHR
354
Matthew Hamilton Rosenberg
$56.5K
CAL
355
Capital Advisors Ltd
Ohio
$47K -$109K -6,890 -70%
LFG
356
Larson Financial Group
Missouri
$45.5K +$272 +17 +0.6%
EWP
357
Elevation Wealth Partners
California
$44.3K +$751 +47 +2%
MAM
358
Marquette Asset Management
Minnesota
$44.1K
BAM
359
Bellevue Asset Management
Washington
$44.1K
National Bank of Canada
360
National Bank of Canada
Quebec, Canada
$41.5K
SS
361
Sunbelt Securities
Texas
$37K -$9.97K -624 -21%
ACM
362
Antonetti Capital Management
Florida
$33.3K
GEA
363
Glen Eagle Advisors
New Jersey
$32.2K
LC
364
Lindbrook Capital
California
$31.9K
TSWM
365
Tyler-Stone Wealth Management
Ohio
$30K +$30K +1,900 New
QCG
366
Quadrant Capital Group
Ohio
$23.8K
RCM
367
Raleigh Capital Management
North Carolina
$22.1K +$335 +21 +2%
MAWCM
368
Mine & Arao Wealth Creation & Management
California
$19.2K
CFD
369
Creative Financial Designs
Indiana
$19.1K +$303 +19 +2%
AAG
370
Armstrong Advisory Group
Massachusetts
$15.5K
BCMLT
371
Beacon Capital Management LLC (Tennessee)
Tennessee
$15.1K -$16 -1 -0.1%
CIA
372
Cape Investment Advisory
Georgia
$13.4K +$7.99K +500 +147%
AWM
373
Ameliora Wealth Management
Switzerland
$11.8K
EWA
374
EverSource Wealth Advisors
Alabama
$10.4K +$10.4K +653 New
IPW
375
Impact Partnership Wealth
Georgia
$8.54K +$8.54K +535 New