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First Trust Preferred Securities and Income ETF

396 hedge funds and large institutions have $3.15B invested in First Trust Preferred Securities and Income ETF in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 138 increasing their positions, 161 reducing their positions, and 40 closing their positions.

Holders
396
Holders Change
Holders Change %
0%
% of All Funds
6.25%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.35%
New
45
Increased
138
Reduced
161
Closed
40
Calls
$125K
Puts
$34K
Net Calls
+$91K
Net Calls Change
+$23K
Name Holding Trade Value Shares
Change
Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$17.4M -$4.01M -250,874 -19%
EWM
27
Empirical Wealth Management
Washington
$16.4M +$600K +37,548 +4%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$15.7M -$4.93M -308,750 -24%
TLP
29
Trinity Legacy Partners
Texas
$15.7M -$56.7K -3,552 -0.4%
MML Investors Services
30
MML Investors Services
Massachusetts
$14.6M +$14.6M +911,861 New
TNBTD
31
Trustmark National Bank Trust Department
Mississippi
$14.3M -$439K -27,496 -3%
Renaissance Technologies
32
Renaissance Technologies
New York
$14.2M +$14.2M +887,329 New
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$12.7M -$121K -7,578 -0.9%
HWA
34
HCR Wealth Advisors
California
$12.7M -$24.7K -1,545 -0.2%
AWE
35
Avidian Wealth Enterprises
Texas
$12.5M -$3.95M -247,567 -24%
GI
36
Gradient Investments
Minnesota
$11.7M +$471K +29,482 +4%
NA
37
NewEdge Advisors
Louisiana
$11.6M +$9.21M +576,640 +386%
CCA
38
Clearwater Capital Advisors
Illinois
$11.4M +$530K +33,160 +5%
SFG
39
StrategIQ Financial Group
Indiana
$10.9M +$560K +35,062 +5%
TW
40
Transform Wealth
Colorado
$10.7M +$686K +42,930 +7%
PFS
41
Prospera Financial Services
Texas
$8.72M +$2.7M +168,930 +45%
Citigroup
42
Citigroup
New York
$8.53M +$690K +43,220 +9%
Mariner
43
Mariner
Kansas
$8.1M +$398K +24,911 +5%
HI
44
Harbour Investments
Wisconsin
$8.03M -$1.28M -80,018 -14%
FA
45
Flagstar Advisors
New York
$7.66M -$437K -27,363 -5%
NRI
46
NFP Retirement Inc
California
$7.64M +$967K +60,551 +14%
FEG
47
Financial Enhancement Group
Indiana
$7.55M +$262K +16,185 +4%
RCIM
48
Red Cedar Investment Management
Michigan
$7.42M -$3.7M -231,766 -33%
CAN
49
Cetera Advisor Networks
California
$7.4M -$614K -38,456 -8%
PAG
50
Private Advisor Group
New Jersey
$7.39M -$120K -7,530 -2%