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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
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$22M -$1.42M -84,794 -6%
CCA
27
Clearwater Capital Advisors
Illinois
$19.9M +$890K +53,057 +5%
AAP
28
Arax Advisory Partners
Colorado
$18.5M +$905K +53,961 +5%
MFG
29
Magnus Financial Group
New York
$18.4M -$2.08M -124,240 -10%
MML Investors Services
30
MML Investors Services
Massachusetts
$16.8M +$1.76M +104,876 +12%
TLP
31
Trinity Legacy Partners
Texas
$16.1M -$2.36M -140,656 -13%
EWM
32
Empirical Wealth Management
Washington
$15.7M +$741K +44,146 +5%
TNBTD
33
Trustmark National Bank Trust Department
Mississippi
$14.8M -$1.55M -92,234 -9%
HWA
34
HCR Wealth Advisors
California
$13.8M -$615K -36,655 -4%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$12.9M +$2.99M +178,383 +31%
BFG
36
Bouchey Financial Group
New York
$12.9M +$658K +39,205 +5%
RCIM
37
Red Cedar Investment Management
Michigan
$11.7M +$764K +45,517 +7%
KAS
38
Kestra Advisory Services
Texas
$11M -$3.93M -234,258 -26%
HI
39
Harbour Investments
Wisconsin
$10.7M +$1.26M +75,175 +13%
TW
40
Transform Wealth
Colorado
$10.5M +$245K +14,601 +2%
SFG
41
StrategIQ Financial Group
Indiana
$10.3M +$669K +39,882 +7%
CAG
42
Csenge Advisory Group
Florida
$9.54M -$8.26M -492,411 -46%
Comerica Bank
43
Comerica Bank
Texas
$8.89M -$312K -18,610 -4%
AIC
44
Archer Investment Corporation
Indiana
$8.76M -$161K -9,571 -2%
AWE
45
Avidian Wealth Enterprises
Texas
$8.61M -$4.5M -268,126 -34%
FA
46
Flagstar Advisors
New York
$8.48M -$480K -28,591 -5%
GI
47
Gradient Investments
Minnesota
$8.48M +$448K +26,675 +6%
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$8.19M -$8.5M -506,477 -51%
CAN
49
Cetera Advisor Networks
California
$7.85M -$844K -50,305 -10%
FEG
50
Financial Enhancement Group
Indiana
$7.18M +$604K +35,996 +10%