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First Trust Preferred Securities and Income ETF

403 hedge funds and large institutions have $3.24B invested in First Trust Preferred Securities and Income ETF in 2024 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 145 increasing their positions, 156 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
Holders Change %
0%
% of All Funds
5.86%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
43
Increased
145
Reduced
156
Closed
36
Calls
Puts
$174K
Net Calls
-$174K
Net Calls Change
+$139K
Name Holding Trade Value Shares
Change
Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$19.8M +$17.8K +1,027 +0.1%
EWM
27
Empirical Wealth Management
Washington
$18.6M +$237K +13,646 +1%
TLP
28
Trinity Legacy Partners
Texas
$16.9M +$383K +22,076 +2%
Truist Financial
29
Truist Financial
North Carolina
$16.6M -$510K -29,363 -3%
HWA
30
HCR Wealth Advisors
California
$15.2M -$113K -6,481 -0.7%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$13.3M -$3.55M -204,370 -21%
Renaissance Technologies
32
Renaissance Technologies
New York
$12.9M -$14.2M -818,308 -52%
TW
33
Transform Wealth
Colorado
$12.5M +$956K +55,068 +8%
MML Investors Services
34
MML Investors Services
Massachusetts
$12M -$627K -36,127 -5%
AWE
35
Avidian Wealth Enterprises
Texas
$11.7M -$373K -21,465 -3%
WA
36
Waverly Advisors
Alabama
$11.5M -$153K -8,812 -1%
NRI
37
NFP Retirement Inc
California
$11.1M +$586K +33,784 +6%
B
38
Barings
North Carolina
$11M
Citigroup
39
Citigroup
New York
$10.2M +$2.25M +129,437 +28%
KPWS
40
Kestra Private Wealth Services
Texas
$9.63M +$847K +48,773 +10%
CAG
41
Csenge Advisory Group
Florida
$9.6M +$314K +18,106 +3%
AA
42
Advisory Alpha
Michigan
$9.58M +$5.75M +331,469 +150%
EIA
43
Eldridge Investment Advisors
New Hampshire
$9.53M +$444K +25,598 +5%
SWP
44
Stratos Wealth Partners
Ohio
$9.33M -$742K -42,735 -7%
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$9.22M -$1.95M -112,560 -17%
TCM
46
Triumph Capital Management
Colorado
$8.48M -$24.7K -1,425 -0.3%
Ameriprise
47
Ameriprise
Minnesota
$8.47M +$8.1M +466,684 +2,155%
Mariner
48
Mariner
Kansas
$8.18M +$1.03M +59,423 +14%
MOS
49
MGO One Seven
Ohio
$7.87M +$752K +43,343 +11%
PAG
50
Private Advisor Group
New Jersey
$7.62M -$1.49M -85,547 -16%