We are live on ! Find out more
FPE icon

First Trust Preferred Securities and Income ETF

424 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, 190 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 43

13% more capital invested

Capital invested by funds: $3.7B → $4.19B (+$492M)

5% more funds holding

Funds holding: 402424 (+22)

0.55% more ownership

Funds ownership: 59.65%60.2% (+0.55%)

24% less funds holding in top 10

Funds holding in top 10: 2922 (-7)

37% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 190

Holders
424
Holders Change
+22
Holders Change %
+5.47%
% 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
190
Closed
43
Calls
$604K
Puts
Net Calls
+$604K
Net Calls Change
+$604K
Name Holding Trade Value Shares
Change
Change in
Stake
MIFH
401
Migdal Insurance & Financial Holdings
Israel
$13K
AWM
402
Ameliora Wealth Management
Switzerland
$12.4K
Bessemer Group
403
Bessemer Group
New Jersey
$12K +$11.7K +697 New
CAS
404
Coppell Advisory Solutions
Texas
$8.97K +$8.96K +534 New
CASC
405
Coppell Advisory Solutions Corp
Texas
$8.97K +$8.96K +534 New
CB
406
CNB Bank
Pennsylvania
$8.4K +$8.39K +500 New
PAG
407
Private Advisor Group
New Jersey
$8.33K -$1.9M -113,149 -19%
AWM
408
AllSquare Wealth Management
New York
$8.27K
BTI
409
Blue Trust Inc
Georgia
$8K +$8.47K +505 New
NC
410
NewSquare Capital
Pennsylvania
$6.74K
CA
411
Crewe Advisors
Utah
$5.19K +$5.18K +309 New
TAM
412
Tucker Asset Management
Colorado
$5.05K
CT
413
Colonial Trust
South Carolina
$5.02K +$5.02K +299 New
HCM
414
Highlander Capital Management
New Jersey
$5K
OIA
415
Optimum Investment Advisors
Illinois
$4.47K
AA
416
AlphaMark Advisors
Kentucky
$4K
GFPC
417
Global Financial Private Client
Florida
$3.44K +$3.44K +205 New
PWMG
418
Prestige Wealth Management Group
New Jersey
$3.36K
CSPIA
419
Cary Street Partners Investment Advisory
Virginia
$2.52K -$341K -20,297 -99%
MA
420
MCF Advisors
Kentucky
$2.39K +$2.38K +142 New
FMP
421
Financial Management Professionals
Texas
$2K
S
422
SignatureFD
Georgia
$1.8K
CCA
423
Column Capital Advisors
Indiana
$1.68K
MPCL
424
My Personal CFO LLC
Washington
$1.02K +$1.02K +61 New
Fidelity Investments
425
Fidelity Investments
Massachusetts
$185 +$67 +4 +57%