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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
NA
51
NewEdge Advisors
Louisiana
$7.07M +$2.8M +166,912 +60%
EH
52
Equitable Holdings
New York
$6.92M -$582K -34,703 -8%
QCIG
53
Quad-Cities Investment Group
Iowa
$6.88M -$384K -22,909 -5%
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$6.8M -$9.67M -576,179 -59%
RA
55
RFG Advisory
Alabama
$6.77M +$2.05M +122,241 +49%
Citigroup
56
Citigroup
New York
$6.68M -$1.39M -82,761 -17%
AO
57
Advisor OS
Illinois
$6.67M +$250K +14,928 +4%
Mariner
58
Mariner
Kansas
$6.57M +$1.9M +113,308 +41%
NRI
59
NFP Retirement Inc
California
$5.9M +$726K +43,252 +14%
GJIA
60
Glass Jacobson Investment Advisors
Maryland
$5.83M +$5.82M +346,772 New
PFS
61
Prospera Financial Services
Texas
$5.8M -$206K -12,254 -3%
KWM
62
Keebeck Wealth Management
Illinois
$5.75M
KC
63
Kinloch Capital
Virginia
$5.63M +$2.82M +168,047 +100%
ASN
64
Advisory Services Network
Georgia
$5.6M +$4.15M +247,188 +286%
EL
65
Essex LLC
Illinois
$5.53M +$1.46M +86,829 +36%
TCM
66
Triumph Capital Management
Colorado
$5.5M +$98.6K +5,880 +2%
SWP
67
Summit Wealth Partners
Florida
$5.42M -$338K -20,136 -6%
B
68
Barings
North Carolina
$5.3M +$780K +46,478 +17%
State of Tennessee, Department of Treasury
69
State of Tennessee, Department of Treasury
Tennessee
$5.29M -$29.8M -1,777,800 -85%
1IA
70
1834 Investment Advisors
Wisconsin
$5.28M -$7.46M -444,943 -59%
AAS
71
Avantax Advisory Services
Texas
$5.25M +$96.4K +5,745 +2%
FLI
72
Family Legacy Inc
South Carolina
$5.17M -$559K -33,295 -10%
LFAS
73
Level Four Advisory Services
Texas
$5.12M +$5.11M +304,713 New
WI
74
Wintrust Investments
Illinois
$5.1M +$81.3K +4,849 +2%
BFO
75
Biltmore Family Office
North Carolina
$4.86M +$2.06M +123,065 +74%