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First Trust Preferred Securities and Income ETF

401 hedge funds and large institutions have $3.7B invested in First Trust Preferred Securities and Income ETF in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 142 increasing their positions, 150 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
-3
Holders Change %
-0.74%
% of All Funds
6.93%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.5%
New
40
Increased
142
Reduced
150
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JPMorgan Chase & Co
76
JPMorgan Chase & Co
New York
$4.72M -$1.83M -109,669 -28%
KCIA
77
Kingsbury Capital Investment Advisors
Illinois
$4.72M +$66K +3,953 +1%
NA
78
NewEdge Advisors
Louisiana
$4.65M +$3.55M +212,370 +320%
SPIA
79
Steward Partners Investment Advisory
New York
$4.64M -$744K -44,577 -14%
Mariner
80
Mariner
Kansas
$4.63M +$3.91M +234,185 +541%
GCP
81
Gill Capital Partners
Colorado
$4.58M +$337K +20,203 +8%
B
82
Barings
North Carolina
$4.49M
AOG
83
Alpha Omega Group
Virginia
$4.45M -$157K -9,408 -3%
IIC
84
Ironwood Investment Counsel
Arizona
$4.3M +$652K +39,030 +18%
BRWA
85
B. Riley Wealth Advisors
Florida
$4.29M +$3.14M +188,096 +274%
SIM
86
SSI Investment Management
California
$4.26M -$1.11M -66,707 -21%
CWA
87
Choice Wealth Advisors
Maine
$4.21M +$4.21M +252,202 New
RA
88
RFG Advisory
Alabama
$4.15M +$1.01M +61,388 +32%
EL
89
Essex LLC
Illinois
$4.05M -$163K -9,733 -4%
GIA
90
Gladstone Institutional Advisory
Florida
$4.04M -$655K -39,201 -14%
AIM
91
Aspen Investment Management
Michigan
$4.04M -$183K -10,955 -4%
AWS
92
Atria Wealth Solutions
New York
$4.01M +$841K +47,413 +27%
NWM
93
Northwest Wealth Management
Iowa
$3.96M +$76.3K +4,571 +2%
SPC
94
Sigma Planning Corp
Michigan
$3.88M +$131K +7,873 +4%
WAM
95
Walker Asset Management
Missouri
$3.87M +$58K +3,473 +2%
CCG
96
Cypress Capital Group
Florida
$3.83M -$578K -34,615 -13%
AI
97
Atria Investments
North Carolina
$3.66M +$428K +25,636 +13%
SF
98
Summit Financial
New Jersey
$3.64M +$274K +16,424 +8%
APA
99
American Portfolios Advisors
New York
$3.59M +$307K +18,394 +9%
MWPCG
100
Measured Wealth Private Client Group
New Hampshire
$3.49M -$1.75M -104,923 -33%