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First Trust Preferred Securities and Income ETF

423 hedge funds and large institutions have $4.19B invested in First Trust Preferred Securities and Income ETF in 2022 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 119 increasing their positions, 189 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
423
Holders Change
+22
Holders Change %
+5.49%
% of All Funds
6.82%
Holding in Top 10
22
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-24.14%
% of All Funds
0.35%
New
72
Increased
119
Reduced
189
Closed
43
Calls
$604K
Puts
Net Calls
+$604K
Net Calls Change
+$604K
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
401
Ameliora Wealth Management
Switzerland
$12.4K
Bessemer Group
402
Bessemer Group
New Jersey
$12K +$12K +697 New
CAS
403
Coppell Advisory Solutions
Texas
$8.97K +$8.97K +534 New
CASC
404
Coppell Advisory Solutions Corp
Texas
$8.97K +$8.97K +534 New
CB
405
CNB Bank
Pennsylvania
$8.4K +$8.4K +500 New
PAG
406
Private Advisor Group
New Jersey
$8.33K -$1.9K -113,149 -19%
AWM
407
AllSquare Wealth Management
New York
$8.27K
BTI
408
Blue Trust Inc
Georgia
$8K +$8K +505 New
NC
409
NewSquare Capital
Pennsylvania
$6.74K
CA
410
Crewe Advisors
Utah
$5.19K +$5.19K +309 New
TAM
411
Tucker Asset Management
Colorado
$5.05K
CT
412
Colonial Trust
South Carolina
$5.02K +$5.02K +299 New
HCM
413
Highlander Capital Management
New Jersey
$5K
OIA
414
Optimum Investment Advisors
Illinois
$4.47K
AA
415
AlphaMark Advisors
Kentucky
$4K
GFPC
416
Global Financial Private Client
Florida
$3.44K +$3.44K +205 New
PWMG
417
Prestige Wealth Management Group
New Jersey
$3.36K
CSPIA
418
Cary Street Partners Investment Advisory
Virginia
$2.52K -$341K -20,297 -99%
MA
419
MCF Advisors
Kentucky
$2.39K +$2.39K +142 New
FMP
420
Financial Management Professionals
Texas
$2K
S
421
SignatureFD
Georgia
$1.8K
CCA
422
Column Capital Advisors
Indiana
$1.68K
MPCL
423
My Personal CFO LLC
Washington
$1.03K +$1.03K +61 New
Fidelity Investments
424
Fidelity Investments
Massachusetts
$185 +$67 +4 +57%
AssetMark Inc
425
AssetMark Inc
California
$8