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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.

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 %
Comerica Bank
51
Comerica Bank
Texas
$7.6M +$276K +15,889 +4%
OWA
52
ORBA Wealth Advisors
Illinois
$7.44M +$454K +26,158 +7%
QCIG
53
Quad-Cities Investment Group
Iowa
$7.39M +$262K +15,119 +4%
CIA
54
Concurrent Investment Advisors
Florida
$7.38M +$2.82M +162,507 +62%
AIP
55
Ameritas Investment Partners
Nebraska
$7.12M +$6.6M +380,318 +1,275%
OC
56
Oppenheimer & Co
New York
$6.94M +$580K +33,383 +9%
AAS
57
Avantax Advisory Services
Texas
$6.92M +$1.17M +67,455 +20%
RIA
58
Regal Investment Advisors
Michigan
$6.77M -$82.6K -4,757 -1%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$6.71M -$21.1M -1,216,079 -76%
FEG
60
Financial Enhancement Group
Indiana
$6.57M +$45.2K +2,571 +0.7%
CPIG
61
Chicago Partners Investment Group
Illinois
$6.43M +$239K +13,608 +4%
HI
62
Harbour Investments
Wisconsin
$6.32M -$111K -6,384 -2%
TPWM
63
Twelve Points Wealth Management
Massachusetts
$6.26M +$1.19M +68,559 +23%
SAM
64
Synergy Asset Management
Washington
$6.21M -$1.16M -66,980 -16%
HFS
65
Howard Financial Services
Texas
$6.12M +$1.81M +104,546 +42%
KC
66
Kinloch Capital
Virginia
$6.11M +$111K +6,381 +2%
WI
67
Wintrust Investments
Illinois
$6.04M -$158K -9,087 -3%
PP
68
PFS Partners
New Jersey
$5.96M +$56.2K +3,240 +1%
GMA
69
Glassy Mountain Advisors
Maryland
$5.96M -$36.1K -2,080 -0.6%
AIC
70
Archer Investment Corporation
Indiana
$5.85M -$151K -8,714 -3%
GJIA
71
Glass Jacobson Investment Advisors
Maryland
$5.78M +$3.4K +196 +0.1%
ECA
72
Elevation Capital Advisory
Oregon
$5.75M +$5.75M +331,241 New
GI
73
Gradient Investments
Minnesota
$5.74M -$7.86M -452,661 -58%
GIA
74
Gladstone Institutional Advisory
Florida
$5.73M +$79.8K +4,598 +1%
Focus Partners Wealth
75
Focus Partners Wealth
Massachusetts
$5.66M +$5.48M +315,719 +3,042%