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First Trust Preferred Securities and Income ETF

396 hedge funds and large institutions have $3.1B invested in First Trust Preferred Securities and Income ETF in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 143 increasing their positions, 152 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
-27
Holders Change %
-6.38%
% of All Funds
6.34%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.3%
New
40
Increased
143
Reduced
152
Closed
58
Calls
$105K
Puts
$37K
Net Calls
+$68K
Net Calls Change
-$536K
Name Holding Trade Value Shares
Change
Shares
Change %
FGAM
376
Financial Gravity Asset Management
Texas
$6.69K +$6.69K +16 New
NC
377
NewSquare Capital
Pennsylvania
$6.4K
BF
378
BOK Financial
Oklahoma
$5.59K -$447K -27,996 -99%
CIA
379
Cape Investment Advisory
Georgia
$5.43K +$5.43K +340 New
HCM
380
Highlander Capital Management
New Jersey
$5K
TAM
381
Tucker Asset Management
Colorado
$4.79K
CT
382
Colonial Trust
South Carolina
$4.73K
OIA
383
Optimum Investment Advisors
Illinois
$4.25K
CFO
384
CVA Family Office
Colorado
$4.25K +$4.25K +266 New
AA
385
AlphaMark Advisors
Kentucky
$4K
BC
386
Bartlett & Co
Ohio
$4K +$4K +250 New
BCWM
387
Bartlett & Co Wealth Management
Ohio
$3.99K +$3.99K +250 New
Fifth Third Bancorp
388
Fifth Third Bancorp
Ohio
$3.74K -$62.4K -3,912 -94%
GFPC
389
Global Financial Private Client
Florida
$3.29K
PWMG
390
Prestige Wealth Management Group
New Jersey
$3.19K
CSPIA
391
Cary Street Partners Investment Advisory
Virginia
$2.39K
BEI
392
Benjamin Edwards Inc
Missouri
$2K -$1.44M -88,581 -100%
FMP
393
Financial Management Professionals
Texas
$2K
S
394
SignatureFD
Georgia
$1.71K
CCA
395
Column Capital Advisors
Indiana
$1.6K
HT
396
Headlands Technologies
Illinois
$1.05K +$1.05K +66 New
Fidelity Investments
397
Fidelity Investments
Massachusetts
$96 -$80 -5 -45%
Janney Montgomery Scott
398
Janney Montgomery Scott
Pennsylvania
-$22.1M -1,317,045 Closed
MML Investors Services
399
MML Investors Services
Massachusetts
-$16.8M -1,000,253 Closed
WFG
400
Wills Financial Group
Virginia
-$4.84M -288,316 Closed