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First Trust Preferred Securities and Income ETF

401 hedge funds and large institutions have $3.7B invested in First Trust Preferred Securities and Income ETF in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 142 increasing their positions, 150 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
-3
Holders Change %
-0.74%
% of All Funds
6.93%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.5%
New
40
Increased
142
Reduced
150
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$22.5M +$22.5M +1,349,238 New
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$21.7M -$2.13M -127,710 -9%
MFG
28
Magnus Financial Group
New York
$20.4M +$2.61M +156,473 +15%
CCA
29
Clearwater Capital Advisors
Illinois
$18.9M -$5.88M -351,910 -24%
TLP
30
Trinity Legacy Partners
Texas
$18.4M -$2.82M -169,003 -13%
CAG
31
Csenge Advisory Group
Florida
$17.7M +$1.52M +90,762 +9%
AAP
32
Arax Advisory Partners
Colorado
$17.5M +$473K +28,331 +3%
Ameriprise
33
Ameriprise
Minnesota
$17.3M +$17.3M +1,037,300 New
SAM
34
Stringer Asset Management
Tennessee
$17.1M +$1.73M +12,663 +11%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$16.6M -$156K -9,359 -0.9%
TNBTD
36
Trustmark National Bank Trust Department
Mississippi
$16.2M -$552K -33,046 -3%
MML Investors Services
37
MML Investors Services
Massachusetts
$15M -$1.08M -64,642 -7%
KAS
38
Kestra Advisory Services
Texas
$14.9M -$4.07M -243,655 -21%
EWM
39
Empirical Wealth Management
Washington
$14.8M +$915K +54,776 +7%
HWA
40
HCR Wealth Advisors
California
$14.3M -$209K -12,539 -1%
AWE
41
Avidian Wealth Enterprises
Texas
$13M +$1.93M +115,539 +17%
1IA
42
1834 Investment Advisors
Wisconsin
$12.7M +$12.7M +759,025 New
WWM
43
Western Wealth Management
Colorado
$12.4M -$596K -35,664 -5%
BFG
44
Bouchey Financial Group
New York
$12.2M +$197K +11,786 +2%
SA
45
Stonebridge Advisors
Connecticut
$11M -$18.7M -1,118,397 -63%
RCIM
46
Red Cedar Investment Management
Michigan
$10.9M +$10.9M +650,113 New
PAG
47
Private Advisor Group
New Jersey
$10.2M +$1.14M +68,203 +13%
TW
48
Transform Wealth
Colorado
$10.2M +$4.3M +257,325 +73%
HI
49
Harbour Investments
Wisconsin
$9.66M
SFG
50
StrategIQ Financial Group
Indiana
$9.6M +$816K +48,837 +9%