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First Trust Preferred Securities and Income ETF

411 hedge funds and large institutions have $3.51B invested in First Trust Preferred Securities and Income ETF in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 175 increasing their positions, 135 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
+8
Holders Change %
+1.99%
% of All Funds
5.95%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.25%
New
47
Increased
175
Reduced
135
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MTC
351
Matrix Trust Company
Colorado
$173K +$173K +9,556 New
CPA
352
Clear Point Advisors
New York
$141K +$1.97K +109 +1%
ST
353
Smithfield Trust
Pennsylvania
$135K
UB
354
UMB Bank
Missouri
$125K -$4.44K -245 -3%
CAM
355
Creekmur Asset Management
Illinois
$124K
AF
356
Advisornet Financial
Minnesota
$119K -$83.5K -4,612 -41%
CSC
357
Caldwell Sutter Capital
California
$106K +$3.26K +180 +3%
FCA
358
FinTrust Capital Advisors
South Carolina
$85.7K +$72.6K +4,010 +552%
IAIM
359
International Assets Investment Management
Florida
$85.3K +$80.4K +1,455,731 +1,642%
NB
360
NBT Bank
New York
$81.2K -$6.1K -337 -7%
DFA
361
DHJJ Financial Advisors
Illinois
$72.4K -$33K -1,822 -31%
FWA
362
FSC Wealth Advisors
New York
$69.1K +$29.8K +1,648 +76%
IRC
363
Investors Research Corp
Georgia
$67.5K
CA
364
CoreCap Advisors
Michigan
$62.7K +$62.7K +3,463 New
FRA
365
Front Row Advisors
California
$59.7K -$2.72K -150 -4%
MHR
366
Matthew Hamilton Rosenberg
$56.9K
EWP
367
Elevation Wealth Partners
California
$54.4K +$778 +43 +1%
CAL
368
Capital Advisors Ltd
Ohio
$54K
BAM
369
Bellevue Asset Management
Washington
$49.9K
LFG
370
Larson Financial Group
Missouri
$48.7K +$308 +17 +0.6%
National Bank of Canada
371
National Bank of Canada
Quebec, Canada
$48.6K +$1.56K +86 +3%
PMFA
372
Plante Moran Financial Advisors
Michigan
$46.4K +$1.81K +100 +4%
MFS
373
Mattson Financial Services
Michigan
$45.7K
SS
374
Sunbelt Securities
Texas
$39.5K +$2.82K +156 +8%
HCP
375
Hexagon Capital Partners
Arkansas
$39.3K