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First Trust Preferred Securities and Income ETF

396 hedge funds and large institutions have $3.15B invested in First Trust Preferred Securities and Income ETF in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 138 increasing their positions, 161 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
Holders Change %
0%
% of All Funds
6.25%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.35%
New
45
Increased
138
Reduced
161
Closed
40
Calls
$125K
Puts
$34K
Net Calls
+$91K
Net Calls Change
+$23K
Name Holding Trade Value Shares
Change
Shares
Change %
WP
376
WealthPLAN Partners
Nebraska
$8.16K
AWM
377
AllSquare Wealth Management
New York
$7.8K
WTA
378
Washington Trust Advisors
Massachusetts
$7.78K
FHA
379
First Horizon Advisors
Tennessee
$7.27K -$170K -10,625 -96%
Citadel Advisors
380
Citadel Advisors
Florida
$6.71K -$1.03M -64,505 -99%
NC
381
NewSquare Capital
Pennsylvania
$6.4K
Qube Research & Technologies (QRT)
382
Qube Research & Technologies (QRT)
United Kingdom
$6.4K +$6.4K +112 New
BF
383
BOK Financial
Oklahoma
$5.59K
HCM
384
Highlander Capital Management
New Jersey
$5K
TAM
385
Tucker Asset Management
Colorado
$4.79K
CT
386
Colonial Trust
South Carolina
$4.75K
OIA
387
Optimum Investment Advisors
Illinois
$4.25K
CFO
388
CVA Family Office
Colorado
$4.25K
AA
389
AlphaMark Advisors
Kentucky
$4K
Fifth Third Bancorp
390
Fifth Third Bancorp
Ohio
$3.74K
GFPC
391
Global Financial Private Client
Florida
$3.29K
PWMG
392
Prestige Wealth Management Group
New Jersey
$3.19K
BEI
393
Benjamin Edwards Inc
Missouri
$2K
CCA
394
Column Capital Advisors
Indiana
$1.6K
MPWT
395
MassMutual Private Wealth & Trust
Connecticut
$1.6K +$1.6K +100 New
Fidelity Investments
396
Fidelity Investments
Massachusetts
$80 -$16 -1 -17%
BFG
397
Bouchey Financial Group
New York
-$12.3M -770,964 Closed
SIM
398
SSI Investment Management
California
-$2.91M -182,500 Closed
BFA
399
Brendel Financial Advisors
New Hampshire
-$2.72M -170,494 Closed
PAG
400
Private Advisory Group
Washington
-$1.33M -83,388 Closed