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First Trust Preferred Securities and Income ETF

396 hedge funds and large institutions have $3.1B invested in First Trust Preferred Securities and Income ETF in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 143 increasing their positions, 152 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
-27
Holders Change %
-6.38%
% of All Funds
6.34%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.3%
New
40
Increased
143
Reduced
152
Closed
58
Calls
$105K
Puts
$37K
Net Calls
+$68K
Net Calls Change
-$536K
Name Holding Trade Value Shares
Change
Shares
Change %
GMA
401
Glassy Mountain Advisors
Maryland
-$4.33M -257,611 Closed
AWS
402
AJ Wealth Strategies
New York
-$3.45M -205,052 Closed
WF
403
Wayfinding Financial
Washington
-$3.57M -179,753 Closed
OMC
404
Old Mission Capital
Illinois
-$2.68M -159,552 Closed
AAS
405
Asset Allocation Strategies
Michigan
-$2.4M -143,148 Closed
CWA
406
Continuum Wealth Advisors
New York
-$1.72M -102,640 Closed
GSIAS
407
Garden State Investment Advisory Services
New Jersey
-$1.44M -85,707 Closed
NW
408
NewEdge Wealth
Pennsylvania
-$1.36M -81,242 Closed
SWA
409
SFMG Wealth Advisors
Texas
-$1.33M -78,898 Closed
MCC
410
Money Concepts Capital
Florida
-$1.18M -70,112 Closed
VCM
411
Vivaldi Capital Management
Illinois
-$1.18M -67,972 Closed
CCG
412
Chatham Capital Group
Georgia
-$1.14M -67,670 Closed
DWM
413
Drive Wealth Management
Utah
-$1.05M -62,370 Closed
SWP
414
ShoreHaven Wealth Partners
New Jersey
-$837K -49,821 Closed
BCP
415
Blackhawk Capital Partners
Wisconsin
-$742K -44,173 Closed
Renaissance Technologies
416
Renaissance Technologies
New York
-$603K -35,900 Closed
CWA
417
Clarus Wealth Advisors
Arizona
-$601K -34,543 Closed
CIBC World Market
418
CIBC World Market
Ontario, Canada
-$578K -34,375 Closed
PWP
419
Principle Wealth Partners
Connecticut
-$538K -32,033 Closed
OA
420
Oxbow Advisors
Texas
-$512K -30,453 Closed
APP
421
Avantax Planning Partners
Iowa
-$441K -26,238 Closed
AWAG
422
ARS Wealth Advisors Group
Florida
-$436K -25,972 Closed
MA
423
MBA Advisors
Pennsylvania
-$399K -23,724 Closed
BWM
424
BlackDiamond Wealth Management
New York
-$375K -21,580 Closed
MAP
425
Milestone Advisory Partners
North Carolina
-$355K -21,145 Closed