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First Trust Preferred Securities and Income ETF

402 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 56 funds opening new positions, 126 increasing their positions, 173 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
402
Holders Change
+16
Holders Change %
+4.15%
% 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
56
Increased
126
Reduced
173
Closed
36
Calls
$266K
Puts
$422K
Net Calls
-$156K
Net Calls Change
-$269K
Name Holding Trade Value Shares
Change
Shares
Change %
BTI
401
Blue Trust Inc
Georgia
$1K +$1K +32 New
LWA
402
Lowe Wealth Advisors
Maryland
$691 +$691 +41 New
Fidelity Investments
403
Fidelity Investments
Massachusetts
$270 +$186 +11 +220%
AI
404
Atria Investments
North Carolina
-$4.33M -270,872 Closed
TPWM
405
Twelve Points Wealth Management
Massachusetts
-$4.17M -261,364 Closed
ACA
406
Ascension Capital Advisors
Texas
-$1.74M -108,734 Closed
CFS
407
Commonwealth Financial Services
West Virginia
-$1.05M -66,028 Closed
RG
408
Retirement Group
California
-$988K -61,859 Closed
SFPG
409
Stonebridge Financial Planning Group
Florida
-$693K -43,422 Closed
BFO
410
Biltmore Family Office
North Carolina
-$647K -40,523 Closed
CPC
411
Consolidated Planning Corp
Georgia
-$432K -27,077 Closed
CAMG
412
CWA Asset Management Group
Florida
-$374K -23,394 Closed
Corient Private Wealth
413
Corient Private Wealth
Florida
-$340K -21,263 Closed
CCB
414
Cutter & Co Brokerage
Missouri
-$296K -18,514 Closed
FIA
415
Foundations Investment Advisors
Arizona
-$289K -18,120 Closed
HF
416
HRT Financial
New York
-$269K -16,895 Closed
Lido Advisors
417
Lido Advisors
California
-$233K -14,581 Closed
AWA
418
Acorn Wealth Advisors
Michigan
-$222K -13,921 Closed
FAM
419
Flaharty Asset Management
Florida
-$211K -13,188 Closed
GSEP
420
Golden State Equity Partners
California
-$200K -12,498 Closed
PCA
421
Prosperity Capital Advisors
Ohio
-$190K -11,889 Closed
ST
422
Spinnaker Trust
Maine
-$183K -11,463 Closed
DWMS
423
Dominguez Wealth Management Solutions
Virginia
-$183K -11,440 Closed
OWA
424
Octavia Wealth Advisors
Ohio
-$176K -11,033 Closed
PA
425
Pinnacle Associates
New York
-$174K -10,925 Closed