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First Trust Preferred Securities and Income ETF

440 hedge funds and large institutions have $3.71B invested in First Trust Preferred Securities and Income ETF in 2024 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 187 increasing their positions, 123 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
440
Holders Change
+29
Holders Change %
+7.06%
% of All Funds
5.86%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.25%
New
76
Increased
187
Reduced
123
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RCM
401
Raleigh Capital Management
North Carolina
$29.8K +$14.6K +826 +97%
AWM
402
Ameliora Wealth Management
Switzerland
$25.3K
LOIP
403
Live Oak Investment Partners
Texas
$24.8K
KIM
404
Kestra Investment Management
Texas
$24.3K +$24.3K +1,373 New
CTC
405
Central Trust Company
Missouri
$23.2K
PSFG
406
Park Square Financial Group
Georgia
$23K +$23K +1,298 New
FHA
407
First Horizon Advisors
Tennessee
$22.9K +$319 +18 +1%
GIA
408
GHP Investment Advisors
Colorado
$22.1K +$22.1K +1,250 New
PSB
409
Piscataqua Savings Bank
New Hampshire
$21.2K
IWM
410
IMG Wealth Management
Florida
$20.9K +$20.9K +1,179 New
BTI
411
Blue Trust Inc
Georgia
$20.8K +$20.8K +1,173 New
CIBC Private Wealth Group
412
CIBC Private Wealth Group
Georgia
$20.6K
EWA
413
EverSource Wealth Advisors
Alabama
$18.9K
AAG
414
Armstrong Advisory Group
Massachusetts
$17.2K
BCMLT
415
Beacon Capital Management LLC (Tennessee)
Tennessee
$16.6K
MSG
416
Main Street Group
Virginia
$15K
HPC
417
HM Payson & Co
Maine
$14.4K +$14.4K +812 New
MBFW
418
Morton Brown Family Wealth
Pennsylvania
$12.4K
AA
419
AlphaMark Advisors
Kentucky
$12K +$12K +700 New
POIA
420
Pin Oak Investment Advisors
Texas
$11K
FW
421
Fairway Wealth
Ohio
$10.6K +$10.6K +600 New
SSB
422
Sandy Spring Bank
Maryland
$9.89K +$9.89K +559 New
AG
423
AmeriFlex Group
Nevada
$9.41K +$9.41K +529 New
AWM
424
AllSquare Wealth Management
New York
$8.71K
WTA
425
Washington Trust Advisors
Massachusetts
$8.62K