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First Trust Preferred Securities and Income ETF

396 hedge funds and large institutions have $3.15B invested in First Trust Preferred Securities and Income ETF in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 138 increasing their positions, 161 reducing their positions, and 40 closing their positions.

Holders
396
Holders Change
Holders Change %
0%
% of All Funds
6.25%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.35%
New
45
Increased
138
Reduced
161
Closed
40
Calls
$125K
Puts
$34K
Net Calls
+$91K
Net Calls Change
+$23K
Name Holding Trade Value Shares
Change
Shares
Change %
DF
76
Dunhill Financial
United Kingdom
$4.67M +$4.67M +292,543 New
FZCM
77
Flynn Zito Capital Management
New York
$4.54M +$231K +14,438 +5%
CWA
78
Choice Wealth Advisors
Maine
$4.46M +$326K +20,415 +8%
DADC
79
D.A. Davidson & Co
Montana
$4.41M +$1.17M +72,975 +36%
WWM
80
Western Wealth Management
Colorado
$4.33M +$108K +6,766 +3%
SPIA
81
Steward Partners Investment Advisory
New York
$4.32M -$46.7K -2,923 -1%
SPC
82
Sigma Planning Corp
Michigan
$4.28M +$811K +50,801 +23%
RA
83
RFG Advisory
Alabama
$4.27M -$1.72M -107,954 -29%
GMA
84
Glassy Mountain Advisors
Maryland
$4.16M +$4.16M +260,570 New
KWM
85
Kingsview Wealth Management
Oregon
$4.14M +$958K +59,990 +30%
B
86
Barings
North Carolina
$4.04M -$2.44M -152,782 -38%
GCP
87
Gill Capital Partners
Colorado
$4.02M -$403K -25,241 -9%
APWM
88
Atlas Private Wealth Management
New York
$4.02M +$692K +43,333 +21%
KPWS
89
Kestra Private Wealth Services
Texas
$3.96M -$377K -23,605 -9%
SA
90
Stonebridge Advisors
Connecticut
$3.91M -$6.36M -398,152 -62%
FHC
91
First Heartland Consultants
Missouri
$3.88M -$144K -9,002 -4%
TPWM
92
Twelve Points Wealth Management
Massachusetts
$3.68M +$712K +44,593 +24%
AA
93
Advisory Alpha
Michigan
$3.67M +$3.17M +198,452 +632%
SIS
94
Sound Income Strategies
Florida
$3.65M +$372K +23,298 +11%
BFO
95
Biltmore Family Office
North Carolina
$3.62M -$1.45M -90,877 -29%
PCM
96
Price Capital Management
Louisiana
$3.61M +$3.61M +225,000 New
1IA
97
1834 Investment Advisors
Wisconsin
$3.6M -$515K -32,222 -13%
AIM
98
Aspen Investment Management
Michigan
$3.51M -$33K -2,069 -0.9%
MHB
99
Midwest Heritage Bank
Iowa
$3.5M +$265K +16,601 +8%
VA
100
Valmark Advisers
Ohio
$3.4M +$99.8K +6,249 +3%