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First Trust Preferred Securities and Income ETF

402 hedge funds and large institutions have $4.13B invested in First Trust Preferred Securities and Income ETF in 2023 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 126 increasing their positions, 173 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
402
Holders Change
+16
Holders Change %
+4.15%
% of All Funds
5.89%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.28%
New
56
Increased
126
Reduced
173
Closed
36
Calls
$266K
Puts
$422K
Net Calls
-$156K
Net Calls Change
-$269K
Name Holding Trade Value Shares
Change
Shares
Change %
ST
351
Smithfield Trust
Pennsylvania
$124K
CAM
352
Creekmur Asset Management
Illinois
$116K +$116K +6,851 New
IAIM
353
International Assets Investment Management
Florida
$107K +$100K +1,685,412 +1,480%
NB
354
NBT Bank
New York
$94.5K +$94.5K +5,605 New
CSC
355
Caldwell Sutter Capital
California
$87.5K +$9.24K +548 +12%
FCA
356
FinTrust Capital Advisors
South Carolina
$84.3K -$21.8K -1,295 -21%
FCT
357
First Community Trust
Iowa
$72.5K
FRA
358
Front Row Advisors
California
$67.4K
IRC
359
Investors Research Corp
Georgia
$62.9K
MHR
360
Matthew Hamilton Rosenberg
$53K -$6.69K -397 -11%
CAL
361
Capital Advisors Ltd
Ohio
$50K
BAM
362
Bellevue Asset Management
Washington
$46.5K
EWP
363
Elevation Wealth Partners
California
$45K
HCP
364
Hexagon Capital Partners
Arkansas
$44.6K -$16.5K -979 -27%
National Bank of Canada
365
National Bank of Canada
Quebec, Canada
$43.8K
PMFA
366
Plante Moran Financial Advisors
Michigan
$41.5K
FGAM
367
Financial Gravity Asset Management
Texas
$36.2K +$29.2K +1,760 +419%
SS
368
Sunbelt Securities
Texas
$34K -$5.11K -303 -13%
GEA
369
Glen Eagle Advisors
New Jersey
$34K
LC
370
Lindbrook Capital
California
$33.7K
TSWM
371
Tyler-Stone Wealth Management
Ohio
$32K
LFG
372
Larson Financial Group
Missouri
$25.4K +$287 +17 +1%
RCM
373
Raleigh Capital Management
North Carolina
$23.6K +$320 +19 +1%
T
374
Tidemark
California
$23.2K +$23.2K +1,376 New
FHA
375
First Horizon Advisors
Tennessee
$20.6K -$7.37K -437 -26%