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First Trust Preferred Securities and Income ETF

403 hedge funds and large institutions have $3.24B invested in First Trust Preferred Securities and Income ETF in 2024 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 145 increasing their positions, 156 reducing their positions, and 36 closing their positions.

Holders
403
Holders Change
Holders Change %
0%
% of All Funds
5.86%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
43
Increased
145
Reduced
156
Closed
36
Calls
Puts
$174K
Net Calls
-$174K
Net Calls Change
+$139K
Name Holding Trade Value Shares
Change
Shares
Change %
FA
76
Flagstar Advisors
New York
$5.66M -$118K -6,814 -2%
SPC
77
Sigma Planning Corp
Michigan
$5.65M +$678K +39,066 +14%
NDSI
78
Newman Dignan & Sheerar Inc
Rhode Island
$5.64M -$95.2K -5,486 -2%
TPWA
79
Twin Peaks Wealth Advisors
California
$5.5M +$506K +29,157 +10%
WWM
80
Western Wealth Management
Colorado
$5.32M +$483K +27,800 +10%
EH
81
Equitable Holdings
New York
$5.31M +$156K +8,972 +3%
SA
82
Sanctuary Advisors
Indiana
$5.27M +$5.27M +309,285 New
CWA
83
Choice Wealth Advisors
Maine
$5.15M +$141K +8,132 +3%
MWM
84
Marion Wealth Management
Pennsylvania
$5.13M +$159K +9,160 +3%
SIS
85
Sound Income Strategies
Florida
$4.96M +$255K +14,707 +5%
TFP
86
Traction Financial Partners
Wyoming
$4.93M +$448K +25,333 +10%
FLI
87
Family Legacy Inc
South Carolina
$4.85M -$12.3K -710 -0.3%
MHB
88
Midwest Heritage Bank
Iowa
$4.76M +$315K +18,145 +7%
SSA
89
Schonfeld Strategic Advisors
New York
$4.6M +$2.81M +161,846 +157%
VA
90
Valmark Advisers
Ohio
$4.54M -$12.2K -703 -0.3%
Jane Street
91
Jane Street
New York
$4.46M +$1.85M +106,378 +71%
NA
92
NewEdge Advisors
Louisiana
$4.37M -$1.21M -69,449 -22%
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$4.29M +$439K +25,167 +11%
MAWAG
94
Mid-American Wealth Advisory Group
Missouri
$4.28M -$259K -14,931 -6%
IIC
95
Ironwood Investment Counsel
Arizona
$4.21M -$4.49M -258,420 -52%
DADC
96
D.A. Davidson & Co
Montana
$4.02M +$183K +10,538 +5%
SA
97
Stonebridge Advisors
Connecticut
$3.97M +$796K +45,880 +25%
AIM
98
Aspen Investment Management
Michigan
$3.76M +$31.4K +1,811 +0.8%
IAS
99
IMA Advisory Services
Colorado
$3.66M +$141K +8,098 +4%
AF
100
Allworth Financial
California
$3.61M +$86.3K +4,915 +2%