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First Trust Preferred Securities and Income ETF

404 hedge funds and large institutions have $4.13B invested in First Trust Preferred Securities and Income ETF in 2023 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 127 increasing their positions, 173 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 36

34% more capital invested

Capital invested by funds: $3.08B → $4.13B (+$1.05B)

18.25% more ownership

Funds ownership: 59.91%78.16% (+18%)

4% more funds holding

Funds holding: 387404 (+17)

10% less funds holding in top 10

Funds holding in top 10: 2119 (-2)

27% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 173

37% less call options, than puts

Call options by funds: $266K | Put options by funds: $422K

Holders
404
Holders Change
+17
Holders Change %
+4.39%
% of All Funds
5.89%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.28%
New
57
Increased
127
Reduced
173
Closed
36
Calls
$266K
Puts
$422K
Net Calls
-$156K
Net Calls Change
-$269K
Name Holding Trade Value Shares
Change
Change in
Stake
OC
76
Oppenheimer & Co
New York
$5.41M +$129K +7,973 +3%
NA
77
NewEdge Advisors
Louisiana
$5.4M -$6.32M -391,560 -55%
EH
78
Equitable Holdings
New York
$5.37M -$1.2M -74,105 -19%
CAPTRUST Financial Advisors
79
CAPTRUST Financial Advisors
North Carolina
$5.22M -$220K -13,643 -4%
AAS
80
Avantax Advisory Services
Texas
$5.06M -$618K -38,295 -11%
CWA
81
Choice Wealth Advisors
Maine
$4.88M +$142K +8,786 +3%
TPWA
82
Twin Peaks Wealth Advisors
California
$4.75M +$4.54M +281,652 New
FLI
83
Family Legacy Inc
South Carolina
$4.74M -$442K -27,378 -9%
MWM
84
Marion Wealth Management
Pennsylvania
$4.7M +$4.5M +279,046 New
WWM
85
Western Wealth Management
Colorado
$4.66M +$118K +7,341 +3%
TNBTD
86
Trustmark National Bank Trust Department
Mississippi
$4.41M -$2.59M -160,705 -38%
KC
87
Kinloch Capital
Virginia
$4.37M -$1.11M -68,981 -21%
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
$4.32M -$767K -47,534 -16%
APWM
89
Atlas Private Wealth Management
New York
$4.25M -$57K -3,532 -1%
SIS
90
Sound Income Strategies
Florida
$4.14M +$172K +10,674 +5%
MAWAG
91
Mid-American Wealth Advisory Group
Missouri
$4.12M -$600K -37,215 -13%
SSA
92
Schonfeld Strategic Advisors
New York
$4.02M +$3.85M +238,498 New
VA
93
Valmark Advisers
Ohio
$4M +$229K +14,191 +6%
TFP
94
Traction Financial Partners
Wyoming
$3.99M +$3.82M +236,612 New
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$3.94M -$325K -20,126 -8%
AA
96
Advisory Alpha
Michigan
$3.8M +$4.99K +309 +0.1%
FHC
97
First Heartland Consultants
Missouri
$3.77M -$103K -6,386 -3%
IWC
98
Integrated Wealth Concepts
Massachusetts
$3.75M +$1.03M +63,554 +40%
GCP
99
Gill Capital Partners
Colorado
$3.7M -$394K -24,405 -10%
MHB
100
Midwest Heritage Bank
Iowa
$3.67M -$67.4K -4,177 -2%