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First Trust Preferred Securities and Income ETF

386 hedge funds and large institutions have $3.08B invested in First Trust Preferred Securities and Income ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 136 increasing their positions, 166 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
-10
Holders Change %
-2.53%
% of All Funds
6.16%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.33%
New
32
Increased
136
Reduced
166
Closed
41
Calls
$113K
Puts
Net Calls
+$113K
Net Calls Change
+$22K
Name Holding Trade Value Shares
Change
Shares
Change %
DADC
76
D.A. Davidson & Co
Montana
$4.93M +$520K +32,571 +12%
FLI
77
Family Legacy Inc
South Carolina
$4.93M +$623 +39 +0%
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$4.85M +$4.64M +290,795 +2,278%
CPIG
79
Chicago Partners Investment Group
Illinois
$4.8M +$302K +19,381 +7%
FZCM
80
Flynn Zito Capital Management
New York
$4.62M +$76.6K +4,797 +2%
SPIA
81
Steward Partners Investment Advisory
New York
$4.59M +$270K +16,903 +6%
CWA
82
Choice Wealth Advisors
Maine
$4.48M +$22.9K +1,431 +0.5%
MAWAG
83
Mid-American Wealth Advisory Group
Missouri
$4.42M +$4.42M +281,386 New
AI
84
Atria Investments
North Carolina
$4.33M +$1.19M +74,796 +38%
WWM
85
Western Wealth Management
Colorado
$4.3M -$27.6K -1,728 -0.6%
GMA
86
Glassy Mountain Advisors
Maryland
$4.23M +$87K +5,476 +2%
KWM
87
Kingsview Wealth Management
Oregon
$4.2M +$64K +4,006 +2%
TPWM
88
Twelve Points Wealth Management
Massachusetts
$4.17M +$493K +30,899 +13%
APWM
89
Atlas Private Wealth Management
New York
$4.08M +$66.8K +4,182 +2%
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$4.06M +$3.62M +226,719 +829%
GCP
91
Gill Capital Partners
Colorado
$3.9M -$124K -7,762 -3%
SIS
92
Sound Income Strategies
Florida
$3.75M +$94.1K +5,893 +3%
FHC
93
First Heartland Consultants
Missouri
$3.68M -$202K -12,645 -5%
AA
94
Advisory Alpha
Michigan
$3.6M -$71.7K -4,491 -2%
VA
95
Valmark Advisers
Ohio
$3.56M +$158K +9,886 +5%
MHB
96
Midwest Heritage Bank
Iowa
$3.54M +$37.1K +2,322 +1%
AIM
97
Aspen Investment Management
Michigan
$3.48M -$34.5K -2,162 -1%
IAS
98
IMA Advisory Services
Colorado
$3.48M +$262K +16,421 +8%
B
99
Barings
North Carolina
$3.29M -$749K -46,879 -19%
EWA
100
Etesian Wealth Advisors
Oregon
$3.18M +$76.1K +4,763 +2%