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First Trust Preferred Securities and Income ETF

424 hedge funds and large institutions have $4.19B invested in First Trust Preferred Securities and Income ETF in 2022 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 119 increasing their positions, 190 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 43

13% more capital invested

Capital invested by funds: $3.7B → $4.19B (+$492M)

5% more funds holding

Funds holding: 402424 (+22)

0.55% more ownership

Funds ownership: 59.65%60.2% (+0.55%)

24% less funds holding in top 10

Funds holding in top 10: 2922 (-7)

37% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 190

Holders
424
Holders Change
+22
Holders Change %
+5.47%
% of All Funds
6.82%
Holding in Top 10
22
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-24.14%
% of All Funds
0.35%
New
72
Increased
119
Reduced
190
Closed
43
Calls
$604K
Puts
Net Calls
+$604K
Net Calls Change
+$604K
Name Holding Trade Value Shares
Change
Change in
Stake
MHR
376
Matthew Hamilton Rosenberg
$59.5K
LFG
377
Larson Financial Group
Missouri
$56.8K -$7.37K -439 -11%
HBW
378
Hazlett, Burt & Watson
West Virginia
$55K
BAM
379
Bellevue Asset Management
Washington
$52.5K -$8.39K -500 -14%
GEA
380
Glen Eagle Advisors
New Jersey
$50.7K
MAM
381
Marquette Asset Management
Minnesota
$46.4K
PGAM
382
Princeton Global Asset Management
New Jersey
$45K -$29.4K -1,750 -39%
National Bank of Canada
383
National Bank of Canada
Quebec, Canada
$43.7K -$10.1K -600 -19%
USCWA
384
U.S. Capital Wealth Advisors
Texas
$42K +$41.9K +2,500 New
PMFA
385
Plante Moran Financial Advisors
Michigan
$41.4K
FCA
386
Fortis Capital Advisors
Kansas
$35.3K +$35.2K +2,099 New
ACM
387
Antonetti Capital Management
Florida
$35K
LC
388
Lindbrook Capital
California
$33.6K +$33.6K +2,000 New
TSWM
389
Tyler-Stone Wealth Management
Ohio
$32K
CS
390
Comerica Securities
Michigan
$25.2K +$25.2K +1,500 New
QCG
391
Quadrant Capital Group
Ohio
$25.1K +$25K +1,492 New
RCM
392
Raleigh Capital Management
North Carolina
$24.8K +$319 +19 +1%
MAWCM
393
Mine & Arao Wealth Creation & Management
California
$20.2K
HNB
394
Huntington National Bank
Ohio
$17.7K
HIA
395
Harbor Investment Advisory
Maryland
$17.4K
FPB
396
First PREMIER Bank
South Dakota
$17K -$71K -4,230 -81%
AWM
397
Accurate Wealth Management
Florida
$16.9K +$16.3K +970 New
MA
398
Montag & Associates
Georgia
$16.8K
AAG
399
Armstrong Advisory Group
Massachusetts
$16.3K +$16.3K +969 New
BCMLT
400
Beacon Capital Management LLC (Tennessee)
Tennessee
$15.9K -$2.38K -142 -13%