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First Trust Preferred Securities and Income ETF

424 hedge funds and large institutions have $4.19B invested in First Trust Preferred Securities and Income ETF in 2022 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 119 increasing their positions, 190 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 43

13% more capital invested

Capital invested by funds: $3.7B → $4.19B (+$492M)

5% more funds holding

Funds holding: 402424 (+22)

0.55% more ownership

Funds ownership: 59.65%60.2% (+0.55%)

24% less funds holding in top 10

Funds holding in top 10: 2922 (-7)

37% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 190

Holders
424
Holders Change
+22
Holders Change %
+5.47%
% of All Funds
6.82%
Holding in Top 10
22
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-24.14%
% of All Funds
0.35%
New
72
Increased
119
Reduced
190
Closed
43
Calls
$604K
Puts
Net Calls
+$604K
Net Calls Change
+$604K
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
426
AssetMark Inc
California
$8
MAG
427
Members Advisory Group
New York
-$8.4M -503,896 Closed
RA
428
RiverTree Advisors
Florida
-$4.79M -286,637 Closed
AOG
429
Alpha Omega Group
Virginia
-$4.45M -266,614 Closed
ACI
430
Alpha Cubed Investments
California
-$1.96M -117,197 Closed
CW
431
Connectus Wealth
Ohio
-$1.17M -70,000 Closed
PG
432
Prostatis Group
Maryland
-$834K -49,711 Closed
NWA
433
Navis Wealth Advisors
New York
-$668K -40,000 Closed
MPW
434
MGO Private Wealth
California
-$625K -37,404 Closed
CFS
435
CRA Financial Services
New Jersey
-$485K -29,028 Closed
PWS
436
Peterson Wealth Services
Utah
-$397K -23,795 Closed
IAG
437
Investmark Advisory Group
Connecticut
-$383K -22,950 Closed
SIM
438
Seaview Investment Managers
Florida
-$372K -22,233 Closed
LWA
439
LWS Wealth Advisors
New Jersey
-$348K -20,817 Closed
FPAS
440
Focus Partners Advisor Solutions
Missouri
-$279K -16,708 Closed
SS
441
Sunbelt Securities
Texas
-$278K -16,624 Closed
BAS
442
Brown Advisory Securities
Maryland
-$246K -14,736 Closed
GSC
443
G&S Capital
Colorado
-$222K -13,273 Closed
QFA
444
Quantum Financial Advisors
California
-$217K -12,994 Closed
PWA
445
Providence Wealth Advisors
Illinois
-$211K -12,785 Closed
WIA
446
World Investment Advisors
California
-$196K -11,707 Closed
SSWM
447
Sheets Smith Wealth Management
North Carolina
-$195K -11,694 Closed
KFGK
448
Keystone Financial Group (Kentucky)
Kentucky
-$190K -11,375 Closed
CRWM
449
Castle Rock Wealth Management
California
-$171K -10,300 Closed
LWP
450
Lumature Wealth Partners
Georgia
-$167K -10,000 Closed