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First Trust Preferred Securities and Income ETF

440 hedge funds and large institutions have $3.71B invested in First Trust Preferred Securities and Income ETF in 2024 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 187 increasing their positions, 123 reducing their positions, and 36 closing their positions.

Holders
440
Holders Change
+29
Holders Change %
+7.06%
% of All Funds
5.86%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.25%
New
76
Increased
187
Reduced
123
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$9.94M +$3.54M +200,077 +55%
ATPW
52
Ashton Thomas Private Wealth
Arizona
$9.59M +$3.88M +218,952 +68%
HFS
53
Howard Financial Services
Texas
$9.3M +$1.46M +82,359 +19%
TLP
54
Trinity Legacy Partners
Texas
$9.18M -$123K -6,940 -1%
AIP
55
Ameritas Investment Partners
Nebraska
$9.04M +$617K +34,884 +7%
Comerica Bank
56
Comerica Bank
Texas
$8.69M +$937K +52,961 +12%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$8.51M +$787K +44,470 +10%
State of Tennessee, Department of Treasury
58
State of Tennessee, Department of Treasury
Tennessee
$8.48M +$8.48M +479,242 New
TPWM
59
Twelve Points Wealth Management
Massachusetts
$7.98M +$831K +46,973 +12%
QCIG
60
Quad-Cities Investment Group
Iowa
$7.69M +$64.8K +3,659 +0.8%
GMA
61
Glassy Mountain Advisors
Maryland
$7.59M +$1.32M +74,848 +21%
KC
62
Kinloch Capital
Virginia
$7.51M +$1.47M +82,852 +24%
PWP
63
Prasad Wealth Partners
Ohio
$7.36M +$7.36M +415,820 New
CIA
64
Concurrent Investment Advisors
Florida
$7.12M -$683K -38,573 -9%
OWA
65
ORBA Wealth Advisors
Illinois
$7.09M -$175K -9,906 -2%
RSWM
66
Robertson Stephens Wealth Management
California
$7.03M -$1.29M -72,933 -16%
OC
67
Oppenheimer & Co
New York
$7.02M -$10.5K -596 -0.1%
CPIG
68
Chicago Partners Investment Group
Illinois
$7.01M +$331K +18,735 +5%
SF
69
Seros Financial
Arizona
$6.96M +$6.96M +401,017 New
SPC
70
Sigma Planning Corp
Michigan
$6.66M +$281K +15,851 +4%
GI
71
Gradient Investments
Minnesota
$6.65M +$317K +17,892 +5%
MOS
72
MGO One Seven
Ohio
$6.61M -$183K -10,365 -3%
Focus Partners Wealth
73
Focus Partners Wealth
Massachusetts
$6.39M -$179K -10,100 -3%
P
74
&Partners
Tennessee
$6.35M +$2.2M +123,265 +53%
PP
75
PFS Partners
New Jersey
$6.33M +$114K +6,440 +2%