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First Trust Preferred Securities and Income ETF

411 hedge funds and large institutions have $3.51B invested in First Trust Preferred Securities and Income ETF in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 175 increasing their positions, 135 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
+8
Holders Change %
+1.99%
% of All Funds
5.95%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.25%
New
47
Increased
175
Reduced
135
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GWSG
376
GPS Wealth Strategies Group
Colorado
$37.7K -$30K -1,655 -44%
LC
377
Lindbrook Capital
California
$36.2K
AWM
378
Ameliora Wealth Management
Switzerland
$25.9K +$12.5K +690 +93%
CTC
379
Central Trust Company
Missouri
$23.7K +$23.7K +1,312 New
FHA
380
First Horizon Advisors
Tennessee
$23K +$453 +25 +2%
PSB
381
Piscataqua Savings Bank
New Hampshire
$21.7K
CIBC Private Wealth Group
382
CIBC Private Wealth Group
Georgia
$21.1K
EWA
383
EverSource Wealth Advisors
Alabama
$19.3K +$19.3K +1,065 New
AAG
384
Armstrong Advisory Group
Massachusetts
$17.5K
BCMLT
385
Beacon Capital Management LLC (Tennessee)
Tennessee
$17K -$72 -4 -0.4%
RCM
386
Raleigh Capital Management
North Carolina
$15.5K +$15.5K +855 New
MSG
387
Main Street Group
Virginia
$15.4K
TSMHT
388
Thurston Springer Miller Herd & Titak
Indiana
$13K -$37.9K -2,095 -74%
DWM
389
Darwin Wealth Management
Florida
$12.8K +$12.8K +710 New
MBFW
390
Morton Brown Family Wealth
Pennsylvania
$12.7K -$12.7K -700 -50%
FAM
391
Flaharty Asset Management
Florida
$11.7K +$11.7K +647 New
POIA
392
Pin Oak Investment Advisors
Texas
$11K +$11K +628 New
AssetMark Inc
393
AssetMark Inc
California
$10.5K -$16.1K -889 -61%
BHWM
394
Beaird Harris Wealth Management
Texas
$10.1K -$3.75K -207 -27%
AWM
395
AllSquare Wealth Management
New York
$8.91K
WTA
396
Washington Trust Advisors
Massachusetts
$8.82K
PB
397
Pinnacle Bancorp
Nebraska
$6.88K
CB
398
Community Bank
New York
$6.37K
CB
399
CNB Bank
Pennsylvania
$6.34K
TAM
400
Tucker Asset Management
Colorado
$5.43K