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First Trust Preferred Securities and Income ETF

396 hedge funds and large institutions have $3.15B invested in First Trust Preferred Securities and Income ETF in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 138 increasing their positions, 161 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
Holders Change %
0%
% of All Funds
6.25%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.35%
New
45
Increased
138
Reduced
161
Closed
40
Calls
$125K
Puts
$34K
Net Calls
+$91K
Net Calls Change
+$23K
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of New York Mellon
401
Bank of New York Mellon
New York
-$1.29M -80,922 Closed
HR
402
Hardy Reed
Mississippi
-$1.25M -78,144 Closed
Millennium Management
403
Millennium Management
New York
-$1.11M -69,343 Closed
FWP
404
FAS Wealth Partners
Kansas
-$897K -56,187 Closed
Mercer Global Advisors
405
Mercer Global Advisors
Colorado
-$453K -28,390 Closed
SOS
406
Silver Oak Securities
Tennessee
-$388K -24,289 Closed
NFG
407
Nations Financial Group
Iowa
-$374K -23,413 Closed
Thrivent Financial for Lutherans
408
Thrivent Financial for Lutherans
Minnesota
-$362K -22,681 Closed
MA
409
Mezzasalma Advisors
New Jersey
-$361K -22,639 Closed
SW
410
SVB Wealth
Massachusetts
-$359K -22,525 Closed
CCM
411
Chiron Capital Management
Florida
-$303K -18,998 Closed
HA
412
Hofer & Associates
California
-$297K -17,669 Closed
FAM
413
Flaharty Asset Management
Florida
-$244K -15,314 Closed
TFS
414
Thoroughbred Financial Services
Tennessee
-$214K -13,432 Closed
HDIM
415
Hanson & Doremus Investment Management
Vermont
-$206K -12,881 Closed
BZWA
416
Blue Zone Wealth Advisors
California
-$196K -12,261 Closed
FPGK
417
Financial Partners Group (Kansas)
Kansas
-$192K -12,024 Closed
MF
418
Manchester Financial
California
-$182K -11,380 Closed
Neuberger Berman Group
419
Neuberger Berman Group
New York
-$170K -10,670 Closed
DFA
420
DHJJ Financial Advisors
Illinois
-$169K -10,615 Closed
MSCM
421
McElhenny Sheffield Capital Management
Texas
-$169K -10,597 Closed
GSC
422
G&S Capital
Colorado
-$168K -10,539 Closed
EW
423
Evoke Wealth
California
-$163K -10,188 Closed
PGAM
424
Princeton Global Asset Management
New Jersey
-$43.1K -2,700 Closed
IWP
425
IAG Wealth Partners
Wisconsin
-$42.3K -2,650 Closed