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First Trust Preferred Securities and Income ETF

411 hedge funds and large institutions have $3.51B invested in First Trust Preferred Securities and Income ETF in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 175 increasing their positions, 135 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
+8
Holders Change %
+1.99%
% of All Funds
5.94%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.25%
New
47
Increased
175
Reduced
135
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CT
401
Colonial Trust
South Carolina
$5.42K
FUBT
402
First United Bank & Trust
Maryland
$3.98K
PW
403
Paladin Wealth
Minnesota
$2.99K +$2.99K +165 New
CJ
404
Caitlin John
Michigan
$2.97K
OP
405
ORG Partners
Indiana
$2.73K
HNB
406
Huntington National Bank
Ohio
$2.57K -$67.5K
NIC
407
Northwest Investment Counselors
Oregon
$2.46K +$2.46K +136 New
KFI
408
Key Financial Inc
Pennsylvania
$2.3K
SAM
409
Smartleaf Asset Management
Massachusetts
$2.28K -$67.3K -3,700 -97%
CAL
410
Capital Analysts LLC
Pennsylvania
$1K
Fidelity Investments
411
Fidelity Investments
Massachusetts
$72 +$18 +1 +33%
PWS
412
Peterson Wealth Services
Utah
$46 +$46 +3 New
Cetera Investment Advisers
413
Cetera Investment Advisers
Illinois
-$19.8M -1,142,993 Closed
AA
414
Advisory Alpha
Michigan
-$9.58M -552,002 Closed
SAM
415
Synergy Asset Management
Washington
-$6.21M -357,880 Closed
SA
416
Sanctuary Advisors
Indiana
-$5.27M -309,285 Closed
LI
417
LRI Investments
Florida
-$880K -50,704 Closed
MA
418
MJP Associates
Connecticut
-$752K -43,312 Closed
OMC
419
Old Mission Capital
Illinois
-$519K -29,908 Closed
GSIAS
420
Garden State Investment Advisory Services
New Jersey
-$457K -26,336 Closed
QC
421
Quadrature Capital
United Kingdom
-$439K -25,274 Closed
LMKC
422
L.M. Kohn & Company
Ohio
-$369K -21,267 Closed
CFS
423
Commonwealth Financial Services
West Virginia
-$315K -17,984 Closed
PI
424
PFG Investments
New York
-$298K -17,152 Closed
MWA
425
Meridian Wealth Advisors
Texas
-$287K -16,532 Closed