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First Trust Preferred Securities and Income ETF

402 hedge funds and large institutions have $4.13B invested in First Trust Preferred Securities and Income ETF in 2023 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 126 increasing their positions, 173 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
402
Holders Change
+16
Holders Change %
+4.15%
% of All Funds
5.89%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.28%
New
56
Increased
126
Reduced
173
Closed
36
Calls
$266K
Puts
$422K
Net Calls
-$156K
Net Calls Change
-$269K
Name Holding Trade Value Shares
Change
Shares
Change %
MAWCM
376
Mine & Arao Wealth Creation & Management
California
$20.2K
PSB
377
Piscataqua Savings Bank
New Hampshire
$20.2K
AAG
378
Armstrong Advisory Group
Massachusetts
$16.3K
PWMG
379
Provence Wealth Management Group
California
$16K
BCMLT
380
Beacon Capital Management LLC (Tennessee)
Tennessee
$15K -$48 -3 -0.3%
BHWM
381
Beaird Harris Wealth Management
Texas
$12.9K +$12.9K +766 New
AWM
382
Ameliora Wealth Management
Switzerland
$12.5K
SAM
383
Smartleaf Asset Management
Massachusetts
$11.5K +$11.5K +673 New
HNB
384
Huntington National Bank
Ohio
$10.5K -$43.7K
AWM
385
AllSquare Wealth Management
New York
$8.3K
WTA
386
Washington Trust Advisors
Massachusetts
$8.21K
BF
387
BOK Financial
Oklahoma
$7.11K +$7.11K +421 New
PCM
388
Penserra Capital Management
California
$7K +$7K +444 New
CB
389
CNB Bank
Pennsylvania
$5.9K
TAM
390
Tucker Asset Management
Colorado
$5.06K
HCM
391
Highlander Capital Management
New Jersey
$5.06K
CT
392
Colonial Trust
South Carolina
$5.04K
OIA
393
Optimum Investment Advisors
Illinois
$4.49K
CFO
394
CVA Family Office
Colorado
$4.49K +$4.49K +266 New
BWM
395
BKM Wealth Management
Wisconsin
$4.13K +$4.13K +245 New
AA
396
AlphaMark Advisors
Kentucky
$4K
OP
397
ORG Partners
Indiana
$3.89K -$7.23K -429 -65%
PWMG
398
Prestige Wealth Management Group
New Jersey
$3.37K
CJ
399
Caitlin John
Michigan
$2.78K +$2.78K +165 New
HGERS
400
Householder Group Estate & Retirement Specialist
Arizona
$1K +$14 +1 +1%