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First Trust Preferred Securities and Income ETF

424 hedge funds and large institutions have $4.19B invested in First Trust Preferred Securities and Income ETF in 2022 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 119 increasing their positions, 190 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 43

13% more capital invested

Capital invested by funds: $3.7B → $4.19B (+$492M)

5% more funds holding

Funds holding: 402424 (+22)

0.55% more ownership

Funds ownership: 59.65%60.2% (+0.55%)

24% less funds holding in top 10

Funds holding in top 10: 2922 (-7)

37% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 190

Holders
424
Holders Change
+22
Holders Change %
+5.47%
% of All Funds
6.82%
Holding in Top 10
22
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-24.14%
% of All Funds
0.35%
New
72
Increased
119
Reduced
190
Closed
43
Calls
$604K
Puts
Net Calls
+$604K
Net Calls Change
+$604K
Name Holding Trade Value Shares
Change
Change in
Stake
WFG
76
Wills Financial Group
Virginia
$4.84M -$1.2M -71,248 -20%
IIC
77
Ironwood Investment Counsel
Arizona
$4.82M +$502K +29,896 +12%
GCP
78
Gill Capital Partners
Colorado
$4.6M -$7.67K -457 -0.2%
IPW
79
Invictus Private Wealth
Colorado
$4.45M +$4.44M +264,588 New
FHC
80
First Heartland Consultants
Missouri
$4.44M -$581K -34,650 -12%
SPIA
81
Steward Partners Investment Advisory
New York
$4.43M -$234K -13,941 -5%
WWM
82
Western Wealth Management
Colorado
$4.34M -$8.15M -485,813 -65%
FZCM
83
Flynn Zito Capital Management
New York
$4.33M +$4.33M +257,904 New
GMA
84
Glassy Mountain Advisors
Maryland
$4.33M +$4.32M +257,611 New
AWM
85
Atticus Wealth Management
Florida
$4.32M +$1.36M +81,168 +46%
CWA
86
Choice Wealth Advisors
Maine
$4.31M +$70.4K +4,194 +2%
SIM
87
SSI Investment Management
California
$4.28M -$8.27K -493 -0.2%
CPIG
88
Chicago Partners Investment Group
Illinois
$4.24M +$906K +53,978 +30%
Millennium Management
89
Millennium Management
New York
$4.13M +$4.12M +245,680 New
DADC
90
D.A. Davidson & Co
Montana
$4.11M +$622K +37,064 +18%
PP
91
PFS Partners
New Jersey
$4.1M -$726K -43,256 -15%
GIA
92
Gladstone Institutional Advisory
Florida
$4.08M +$21.8K +1,302 +0.5%
JP Morgan Chase
93
JP Morgan Chase
New York
$4.06M -$685K -40,848 -14%
NDSI
94
Newman Dignan & Sheerar Inc
Rhode Island
$4.01M -$82.4K -4,912 -2%
KPWS
95
Kestra Private Wealth Services
Texas
$3.98M +$1.84M +109,846 +87%
IA
96
IFP Advisors
Florida
$3.78M -$1.92M -114,386 -37%
AIM
97
Aspen Investment Management
Michigan
$3.71M -$352K -20,991 -9%
MWPCG
98
Measured Wealth Private Client Group
New Hampshire
$3.64M +$128K +7,635 +4%
MOS
99
MGO One Seven
Ohio
$3.61M +$3.29M +196,321 +1,060%
AI
100
Atria Investments
North Carolina
$3.6M -$75K -4,472 -2%