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First Trust Preferred Securities and Income ETF

404 hedge funds and large institutions have $4.13B invested in First Trust Preferred Securities and Income ETF in 2023 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 127 increasing their positions, 173 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 36

34% more capital invested

Capital invested by funds: $3.08B → $4.13B (+$1.05B)

18.25% more ownership

Funds ownership: 59.91%78.16% (+18%)

4% more funds holding

Funds holding: 387404 (+17)

10% less funds holding in top 10

Funds holding in top 10: 2119 (-2)

27% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 173

37% less call options, than puts

Call options by funds: $266K | Put options by funds: $422K

Holders
404
Holders Change
+17
Holders Change %
+4.39%
% of All Funds
5.89%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.28%
New
57
Increased
127
Reduced
173
Closed
36
Calls
$266K
Puts
$422K
Net Calls
-$156K
Net Calls Change
-$269K
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
51
Triumph Capital Management
Colorado
$8.61M +$628K +38,926 +8%
EIA
52
Eldridge Investment Advisors
New Hampshire
$8.53M +$1.82M +112,546 +29%
CAG
53
Csenge Advisory Group
Florida
$8.43M +$533K +33,046 +7%
PAG
54
Private Advisor Group
New Jersey
$8.15M +$84.6K +5,247 +1%
KPWS
55
Kestra Private Wealth Services
Texas
$8.01M +$2.02M +125,271 +36%
Comerica Bank
56
Comerica Bank
Texas
$7.78M +$183K +11,332 +3%
MOS
57
MGO One Seven
Ohio
$7.55M -$92.5K -5,735 -1%
AWM
58
AE Wealth Management
Kansas
$7.26M +$638K +39,530 +10%
QCIG
59
Quad-Cities Investment Group
Iowa
$6.97M +$284K +17,633 +4%
Mariner
60
Mariner
Kansas
$6.69M +$171K +10,589 +3%
RIA
61
Regal Investment Advisors
Michigan
$6.65M -$74.9K -4,643 -1%
IIC
62
Ironwood Investment Counsel
Arizona
$6.62M -$1.48M -91,756 -19%
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
$6.53M -$271K -16,777 -4%
OWA
64
ORBA Wealth Advisors
Illinois
$6.52M +$6.24M +386,690 New
HI
65
Harbour Investments
Wisconsin
$6.22M -$587K -36,410 -9%
FEG
66
Financial Enhancement Group
Indiana
$6.22M -$1.61M -99,606 -21%
AIC
67
Archer Investment Corporation
Indiana
$6.14M -$656K -40,690 -10%
GIA
68
Gladstone Institutional Advisory
Florida
$6.04M -$513K -31,799 -8%
WI
69
Wintrust Investments
Illinois
$5.69M -$87.8K -5,442 -2%
CPIG
70
Chicago Partners Investment Group
Illinois
$5.68M +$420K +26,008 +8%
GJIA
71
Glass Jacobson Investment Advisors
Maryland
$5.6M -$584K -36,215 -10%
PP
72
PFS Partners
New Jersey
$5.59M -$164K -10,172 -3%
FA
73
Flagstar Advisors
New York
$5.56M -$2.81M -174,072 -35%
NDSI
74
Newman Dignan & Sheerar Inc
Rhode Island
$5.51M -$147K -9,097 -3%
GMA
75
Glassy Mountain Advisors
Maryland
$5.49M +$961K +59,571 +22%