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First Trust Preferred Securities and Income ETF

403 hedge funds and large institutions have $3.26B invested in First Trust Preferred Securities and Income ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 163 increasing their positions, 139 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
+1
Holders Change %
+0.25%
% of All Funds
5.84%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
44
Increased
163
Reduced
139
Closed
38
Calls
$35K
Puts
$348K
Net Calls
-$313K
Net Calls Change
-$157K
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
351
Smartleaf Asset Management
Massachusetts
$66.3K +$54.7K +3,156 +469%
IRC
352
Investors Research Corp
Georgia
$64.6K
MHR
353
Matthew Hamilton Rosenberg
$54.7K
CA
354
CoreCap Advisors
Michigan
$52.2K +$52.2K +3,014 New
CAL
355
Capital Advisors Ltd
Ohio
$51K
EWP
356
Elevation Wealth Partners
California
$50.6K +$1.72K +99 +4%
BAM
357
Bellevue Asset Management
Washington
$47.8K
FGAM
358
Financial Gravity Asset Management
Texas
$45.8K +$8.55K +500 +23%
National Bank of Canada
359
National Bank of Canada
Quebec, Canada
$44.8K
ITIM
360
Indiana Trust & Investment Management
Indiana
$44.1K +$44.1K +2,546 New
PMFA
361
Plante Moran Financial Advisors
Michigan
$42.6K
HCP
362
Hexagon Capital Partners
Arkansas
$37.6K -$8.23K -475 -18%
BWL
363
Bogart Wealth LLC
Virginia
$35.5K +$35.5K +2,050 New
SS
364
Sunbelt Securities
Texas
$35.1K +$87 +5 +0.2%
GEA
365
Glen Eagle Advisors
New Jersey
$34.6K -$260 -15 -0.7%
LC
366
Lindbrook Capital
California
$34.6K
TSWM
367
Tyler-Stone Wealth Management
Ohio
$32.9K
S
368
SignatureFD
Georgia
$29.3K +$29.3K +1,689 New
T
369
Tidemark
California
$24.3K +$468 +27 +2%
FHA
370
First Horizon Advisors
Tennessee
$21.4K +$312 +18 +1%
LFG
371
Larson Financial Group
Missouri
$21.3K -$4.8K -277 -18%
MAWCM
372
Mine & Arao Wealth Creation & Management
California
$20.8K
PSB
373
Piscataqua Savings Bank
New Hampshire
$20.8K
FWA
374
FSC Wealth Advisors
New York
$20.3K +$20.3K +1,172 New
CIBC Private Wealth Group
375
CIBC Private Wealth Group
Georgia
$20.3K +$20.3K +1,165 New