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First Trust Preferred Securities and Income ETF

396 hedge funds and large institutions have $3.1B invested in First Trust Preferred Securities and Income ETF in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 143 increasing their positions, 152 reducing their positions, and 58 closing their positions.

Holders
396
Holders Change
-27
Holders Change %
-6.38%
% of All Funds
6.34%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.3%
New
40
Increased
143
Reduced
152
Closed
58
Calls
$105K
Puts
$37K
Net Calls
+$68K
Net Calls Change
-$536K
Name Holding Trade Value Shares
Change
Shares
Change %
WWM
76
Western Wealth Management
Colorado
$4.22M +$97.8K +6,129 +2%
CWA
77
Choice Wealth Advisors
Maine
$4.13M +$34.9K +2,188 +0.9%
1IA
78
1834 Investment Advisors
Wisconsin
$4.11M -$903K -56,559 -18%
CPIG
79
Chicago Partners Investment Group
Illinois
$4.09M +$313K +19,512 +8%
FHC
80
First Heartland Consultants
Missouri
$4.02M -$194K -12,132 -5%
IPW
81
Invictus Private Wealth
Colorado
$3.78M -$441K -27,604 -10%
SWP
82
Summit Wealth Partners
Florida
$3.63M -$1.51M -94,906 -29%
AIM
83
Aspen Investment Management
Michigan
$3.54M +$23.2K +1,452 +0.7%
RIA
84
Regal Investment Advisors
Michigan
$3.52M +$1.79M +112,298 +104%
SPC
85
Sigma Planning Corp
Michigan
$3.47M +$634K +39,713 +22%
MWPCG
86
Measured Wealth Private Client Group
New Hampshire
$3.46M -$1.45K -91 -0%
IA
87
IFP Advisors
Florida
$3.42M -$360K -18,844 -10%
APWM
88
Atlas Private Wealth Management
New York
$3.32M -$22.4K -1,406 -0.7%
VA
89
Valmark Advisers
Ohio
$3.3M +$2.54K +159 +0.1%
SIS
90
Sound Income Strategies
Florida
$3.28M +$175K +10,965 +6%
DADC
91
D.A. Davidson & Co
Montana
$3.24M -$661K -41,444 -17%
MHB
92
Midwest Heritage Bank
Iowa
$3.23M +$888K +55,640 +38%
AWS
93
Atria Wealth Solutions
New York
$3.22M -$97K -6,075 -3%
AI
94
Atria Investments
North Carolina
$3.19M -$228K -14,315 -7%
KWM
95
Kingsview Wealth Management
Oregon
$3.18M +$415K +26,027 +15%
BRWA
96
B. Riley Wealth Advisors
Florida
$3.18M +$226K +14,133 +8%
FCA
97
FinTrust Capital Advisors
South Carolina
$3.16M
IAS
98
IMA Advisory Services
Colorado
$3.13M +$412K +25,830 +15%
BPA
99
Beacon Pointe Advisors
California
$3.13M +$2.05M +128,553 +191%
MFG
100
Mendota Financial Group
Wisconsin
$3.09M +$200K +10,489 +7%