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First Trust Preferred Securities and Income ETF

404 hedge funds and large institutions have $4.13B invested in First Trust Preferred Securities and Income ETF in 2023 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 127 increasing their positions, 173 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 36

34% more capital invested

Capital invested by funds: $3.08B → $4.13B (+$1.05B)

18.25% more ownership

Funds ownership: 59.91%78.16% (+18%)

4% more funds holding

Funds holding: 387404 (+17)

10% less funds holding in top 10

Funds holding in top 10: 2119 (-2)

27% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 173

37% less call options, than puts

Call options by funds: $266K | Put options by funds: $422K

Holders
404
Holders Change
+17
Holders Change %
+4.39%
% of All Funds
5.89%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.28%
New
57
Increased
127
Reduced
173
Closed
36
Calls
$266K
Puts
$422K
Net Calls
-$156K
Net Calls Change
-$269K
Name Holding Trade Value Shares
Change
Change in
Stake
CJ
401
Caitlin John
Michigan
$2.78K +$2.66K +165 New
HGERS
402
Householder Group Estate & Retirement Specialist
Arizona
$1K +$16 +1 +1%
BTI
403
Blue Trust Inc
Georgia
$1K +$516 +32 New
LWA
404
Lowe Wealth Advisors
Maryland
$691 +$661 +41 New
Fidelity Investments
405
Fidelity Investments
Massachusetts
$270 +$177 +11 +220%
AI
406
Atria Investments
North Carolina
-$4.33M -270,872 Closed
TPWM
407
Twelve Points Wealth Management
Massachusetts
-$4.17M -261,364 Closed
ACA
408
Ascension Capital Advisors
Texas
-$1.74M -108,734 Closed
CFS
409
Commonwealth Financial Services
West Virginia
-$1.05M -66,028 Closed
RG
410
Retirement Group
California
-$988K -61,859 Closed
SFPG
411
Stonebridge Financial Planning Group
Florida
-$693K -43,422 Closed
BFO
412
Biltmore Family Office
North Carolina
-$647K -40,523 Closed
CPC
413
Consolidated Planning Corp
Georgia
-$432K -27,077 Closed
CAMG
414
CWA Asset Management Group
Florida
-$374K -23,394 Closed
Corient Private Wealth
415
Corient Private Wealth
Florida
-$340K -21,263 Closed
CCB
416
Cutter & Co Brokerage
Missouri
-$296K -18,514 Closed
FIA
417
Foundations Investment Advisors
Arizona
-$289K -18,120 Closed
HF
418
HRT Financial
New York
-$269K -16,895 Closed
Lido Advisors
419
Lido Advisors
California
-$233K -14,581 Closed
AWA
420
Acorn Wealth Advisors
Michigan
-$222K -13,921 Closed
FAM
421
Flaharty Asset Management
Florida
-$211K -13,188 Closed
GSEP
422
Golden State Equity Partners
California
-$200K -12,498 Closed
PCA
423
Prosperity Capital Advisors
Ohio
-$190K -11,889 Closed
ST
424
Spinnaker Trust
Maine
-$183K -11,463 Closed
DWMS
425
Dominguez Wealth Management Solutions
Virginia
-$183K -11,440 Closed