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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 %
AO
51
Advisor OS
Illinois
$7.33M +$1.08M +67,468 +17%
CAG
52
Csenge Advisory Group
Florida
$7.15M -$1.77M -110,735 -20%
EH
53
Equitable Holdings
New York
$7.02M +$86.4K +5,413 +1%
TCM
54
Triumph Capital Management
Colorado
$6.83M +$1.35M +84,697 +25%
IIC
55
Ironwood Investment Counsel
Arizona
$6.78M +$1.47M +92,195 +28%
AAS
56
Avantax Advisory Services
Texas
$6.38M +$259K +16,204 +4%
EIA
57
Eldridge Investment Advisors
New Hampshire
$6.37M +$5.59M +349,766 +712%
AIC
58
Archer Investment Corporation
Indiana
$6.27M -$352K -22,033 -5%
MOS
59
MGO One Seven
Ohio
$6.26M -$646K -40,463 -9%
QCIG
60
Quad-Cities Investment Group
Iowa
$6.26M -$407K -25,510 -6%
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$6.08M +$199K +12,434 +3%
RIA
62
Regal Investment Advisors
Michigan
$5.93M +$2.41M +150,824 +68%
NDSI
63
Newman Dignan & Sheerar Inc
Rhode Island
$5.85M +$759K +47,520 +15%
GIA
64
Gladstone Institutional Advisory
Florida
$5.62M +$3.84M +240,604 +216%
GJIA
65
Glass Jacobson Investment Advisors
Maryland
$5.62M +$5.62M +351,959 New
WI
66
Wintrust Investments
Illinois
$5.47M +$475K +29,760 +10%
KWM
67
Keebeck Wealth Management
Illinois
$5.46M
PP
68
PFS Partners
New Jersey
$5.4M +$67.6K +4,233 +1%
ASN
69
Advisory Services Network
Georgia
$5.28M -$271K -16,947 -5%
AWM
70
AE Wealth Management
Kansas
$5.25M +$2.67M +166,931 +103%
OC
71
Oppenheimer & Co
New York
$5.23M +$2.48M +155,249 +90%
KC
72
Kinloch Capital
Virginia
$5.12M -$142K -8,903 -3%
FLI
73
Family Legacy Inc
South Carolina
$4.93M +$63.8K +3,998 +1%
JPMorgan Chase & Co
74
JPMorgan Chase & Co
New York
$4.87M +$1.95M +121,917 +67%
CPIG
75
Chicago Partners Investment Group
Illinois
$4.68M +$555K +34,258 +13%