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First Trust Preferred Securities and Income ETF

440 hedge funds and large institutions have $3.71B invested in First Trust Preferred Securities and Income ETF in 2024 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 187 increasing their positions, 123 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
440
Holders Change
+29
Holders Change %
+7.06%
% of All Funds
5.86%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.25%
New
76
Increased
187
Reduced
123
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
351
MBE Wealth Management
Wisconsin
$207K +$690 +39 +0.3%
HA
352
HFG Advisors
Ohio
$207K
SWM
353
Spire Wealth Management
Virginia
$203K +$203K +11,450 New
CFB
354
Cullen/Frost Bankers
Texas
$201K +$201K +11,368 New
PWM
355
Partners Wealth Management
California
$200K +$200K +11,282 New
CCM
356
Chiron Capital Management
Florida
$198K +$12.4K +700 +7%
AssetMark Inc
357
AssetMark Inc
California
$198K +$188K +10,614 +1,833%
GM
358
GeoWealth Management
Illinois
$198K -$6.21M -351,084 -97%
BP
359
Ballentine Partners
Massachusetts
$196K +$196K +11,080 New
IAS
360
Insigneo Advisory Services
Florida
$191K -$41.8K -2,360 -18%
AWA
361
Arete Wealth Advisors
Illinois
$190K -$3.8K -215 -2%
MG
362
Mather Group
Illinois
$187K
BZWA
363
Blue Zone Wealth Advisors
California
$187K +$4.55K +257 +2%
SFP
364
Strategic Financial Partners
Oregon
$186K +$71 +4 +0%
EFG
365
Ehrlich Financial Group
California
$181K +$181K +10,253 New
EW
366
Evoke Wealth
California
$180K
CL
367
Choreo LLC
Illinois
$178K -$2.92K -165 -2%
FFA
368
Farther Finance Advisors
California
$153K -$27.2K -1,535 -15%
ST
369
Smithfield Trust
Pennsylvania
$132K
MFG
370
Mendota Financial Group
Wisconsin
$129K -$56.3K -3,180 -30%
CAM
371
Creekmur Asset Management
Illinois
$121K
CSC
372
Caldwell Sutter Capital
California
$104K
MIM
373
Marshall Investment Management
Colorado
$102K +$102K +5,613 New
AF
374
Advisornet Financial
Minnesota
$101K -$14.7K -830 -13%
MAS
375
MPWM Advisory Solutions
Georgia
$91.4K +$91.4K +5,164 New