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First Trust Preferred Securities and Income ETF

403 hedge funds and large institutions have $3.24B invested in First Trust Preferred Securities and Income ETF in 2024 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 145 increasing their positions, 156 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
Holders Change %
0%
% of All Funds
5.86%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
43
Increased
145
Reduced
156
Closed
36
Calls
Puts
$174K
Net Calls
-$174K
Net Calls Change
+$139K
Name Holding Trade Value Shares
Change
Shares
Change %
FRA
351
Front Row Advisors
California
$59.9K -$9.55K -550 -14%
MHR
352
Matthew Hamilton Rosenberg
$54.6K
EWP
353
Elevation Wealth Partners
California
$51.4K +$729 +42 +1%
CAL
354
Capital Advisors Ltd
Ohio
$51K
TSMHT
355
Thurston Springer Miller Herd & Titak
Indiana
$48.9K +$48.9K +2,814 New
BAM
356
Bellevue Asset Management
Washington
$47.9K
LFG
357
Larson Financial Group
Missouri
$46.4K +$25K +1,441 +117%
MFS
358
Mattson Financial Services
Michigan
$45.7K +$45.7K +2,634 New
National Bank of Canada
359
National Bank of Canada
Quebec, Canada
$45.1K
PMFA
360
Plante Moran Financial Advisors
Michigan
$42.7K
FWA
361
FSC Wealth Advisors
New York
$37.7K +$17.4K +1,000 +85%
HCP
362
Hexagon Capital Partners
Arkansas
$37.7K
SS
363
Sunbelt Securities
Texas
$35.2K +$52 +3 +0.1%
GEA
364
Glen Eagle Advisors
New Jersey
$34.7K
LC
365
Lindbrook Capital
California
$34.7K
TSWM
366
Tyler-Stone Wealth Management
Ohio
$33K
WB
367
Webster Bank
Connecticut
$26K +$26K +1,500 New
OWA
368
Opal Wealth Advisors
New York
$25.6K +$25.6K +1,475 New
AssetMark Inc
369
AssetMark Inc
California
$25.5K +$25.5K +1,468 New
MBFW
370
Morton Brown Family Wealth
Pennsylvania
$24.6K +$9.85K +560 +67%
FHA
371
First Horizon Advisors
Tennessee
$21.7K +$191 +11 +0.9%
PSB
372
Piscataqua Savings Bank
New Hampshire
$20.8K
CIBC Private Wealth Group
373
CIBC Private Wealth Group
Georgia
$20.4K
RFA
374
Register Financial Advisors
Georgia
$18.6K
AAG
375
Armstrong Advisory Group
Massachusetts
$16.8K