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First Trust Preferred Securities and Income ETF

440 hedge funds and large institutions have $3.71B invested in First Trust Preferred Securities and Income ETF in 2024 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 187 increasing their positions, 123 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
440
Holders Change
+29
Holders Change %
+7.06%
% of All Funds
5.86%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.25%
New
76
Increased
187
Reduced
123
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HI
76
Harbour Investments
Wisconsin
$6.31M -$164K -9,269 -3%
SWP
77
Stratos Wealth Partners
Ohio
$6.27M -$1.14M -64,526 -15%
GJIA
78
Glass Jacobson Investment Advisors
Maryland
$6.1M +$208K +11,746 +4%
NDSI
79
Newman Dignan & Sheerar Inc
Rhode Island
$5.96M +$170K +9,600 +3%
NA
80
NewEdge Advisors
Louisiana
$5.95M +$1.8M +101,827 +43%
GIA
81
Gladstone Institutional Advisory
Florida
$5.85M +$166K +9,378 +3%
TCM
82
Triumph Capital Management
Colorado
$5.78M +$90.3K +5,099 +2%
MWM
83
Marion Wealth Management
Pennsylvania
$5.74M +$220K +12,404 +4%
EH
84
Equitable Holdings
New York
$5.73M +$404K +22,840 +8%
LIG
85
Lokken Investment Group
Delaware
$5.64M +$54.1K +3,055 +1%
TPWA
86
Twin Peaks Wealth Advisors
California
$5.62M -$153K -8,651 -3%
FA
87
Flagstar Advisors
New York
$5.59M -$316K -17,840 -5%
SIS
88
Sound Income Strategies
Florida
$5.37M +$147K +8,321 +3%
Envestnet Portfolio Solutions
89
Envestnet Portfolio Solutions
Illinois
$5.35M +$2.5M +141,072 +88%
WWM
90
Western Wealth Management
Colorado
$5.3M -$187K -10,539 -3%
MHB
91
Midwest Heritage Bank
Iowa
$5.19M +$131K +7,382 +3%
FLI
92
Family Legacy Inc
South Carolina
$5.17M +$195K +11,023 +4%
TFP
93
Traction Financial Partners
Wyoming
$4.68M +$86.9K +4,910 +2%
AAS
94
Avantax Advisory Services
Texas
$4.68M -$1.06M -59,671 -18%
VA
95
Valmark Advisers
Ohio
$4.63M -$91.6K -5,173 -2%
AIC
96
Archer Investment Corporation
Indiana
$4.47M -$189K -10,701 -4%
PAS
97
Park Avenue Securities
New York
$4.47M +$1.61M +91,107 +57%
NW
98
Naviter Wealth
Arkansas
$4.16M -$282K -15,940 -6%
AIM
99
Aspen Investment Management
Michigan
$4.15M +$303K +17,119 +8%
DADC
100
D.A. Davidson & Co
Montana
$4.09M -$31.7K -1,792 -0.8%