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First Trust Preferred Securities and Income ETF

404 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 57 funds opening new positions, 127 increasing their positions, 173 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 36

34% more capital invested

Capital invested by funds: $3.08B → $4.13B (+$1.05B)

18.25% more ownership

Funds ownership: 59.91%78.16% (+18%)

4% more funds holding

Funds holding: 387404 (+17)

10% less funds holding in top 10

Funds holding in top 10: 2119 (-2)

27% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 173

37% less call options, than puts

Call options by funds: $266K | Put options by funds: $422K

Holders
404
Holders Change
+17
Holders Change %
+4.39%
% 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
57
Increased
127
Reduced
173
Closed
36
Calls
$266K
Puts
$422K
Net Calls
-$156K
Net Calls Change
-$269K
Name Holding Trade Value Shares
Change
Change in
Stake
T
376
Tidemark
California
$23.2K +$22.2K +1,376 New
FHA
377
First Horizon Advisors
Tennessee
$20.6K -$7.05K -437 -26%
MAWCM
378
Mine & Arao Wealth Creation & Management
California
$20.2K
PSB
379
Piscataqua Savings Bank
New Hampshire
$20.2K
AAG
380
Armstrong Advisory Group
Massachusetts
$16.3K
PWMG
381
Provence Wealth Management Group
California
$16K
BCMLT
382
Beacon Capital Management LLC (Tennessee)
Tennessee
$15K -$48 -3 -0.3%
BHWM
383
Beaird Harris Wealth Management
Texas
$12.9K +$12.4K +766 New
AWM
384
Ameliora Wealth Management
Switzerland
$12.5K
SAM
385
Smartleaf Asset Management
Massachusetts
$11.5K +$10.9K +673 New
HNB
386
Huntington National Bank
Ohio
$10.5K
AWM
387
AllSquare Wealth Management
New York
$8.29K
WTA
388
Washington Trust Advisors
Massachusetts
$8.21K
BF
389
BOK Financial
Oklahoma
$7.11K +$6.79K +421 New
PCM
390
Penserra Capital Management
California
$7K +$7.16K +444 New
CB
391
CNB Bank
Pennsylvania
$5.9K
HCM
392
Highlander Capital Management
New Jersey
$5.06K
TAM
393
Tucker Asset Management
Colorado
$5.06K
CT
394
Colonial Trust
South Carolina
$5.04K
OIA
395
Optimum Investment Advisors
Illinois
$4.49K
CFO
396
CVA Family Office
Colorado
$4.49K +$4.29K +266 New
BWM
397
BKM Wealth Management
Wisconsin
$4.13K +$3.95K +245 New
AA
398
AlphaMark Advisors
Kentucky
$4K
OP
399
ORG Partners
Indiana
$3.89K -$6.92K -429 -65%
PWMG
400
Prestige Wealth Management Group
New Jersey
$3.37K