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First Trust Preferred Securities and Income ETF

401 hedge funds and large institutions have $3.7B invested in First Trust Preferred Securities and Income ETF in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 142 increasing their positions, 150 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
-3
Holders Change %
-0.74%
% of All Funds
6.93%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.5%
New
40
Increased
142
Reduced
150
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DADC
101
D.A. Davidson & Co
Montana
$3.47M +$417K +24,988 +14%
BFEC
102
Benjamin F. Edwards & Company
Missouri
$3.46M +$86.7K +5,193 +3%
VA
103
Valmark Advisers
Ohio
$3.45M +$84.2K +5,041 +3%
APWM
104
Atlas Private Wealth Management
New York
$3.43M +$75.7K +4,530 +2%
IAS
105
IMA Advisory Services
Colorado
$3.31M +$9.25K +554 +0.3%
BFS
106
Bard Financial Services
Connecticut
$3.3M
AAS
107
Ameritas Advisory Services
Nebraska
$3.11M -$180K -10,770 -5%
AWM
108
Atticus Wealth Management
Florida
$3.04M
CHC
109
City Holding Co
West Virginia
$3.03M +$2.12K +127 +0.1%
TPWM
110
Twelve Points Wealth Management
Massachusetts
$3.03M +$278K +16,665 +10%
SWM
111
Stockman Wealth Management
Montana
$3.02M -$567K -33,937 -16%
CPIG
112
Chicago Partners Investment Group
Illinois
$2.98M +$551K +33,473 +23%
AFM
113
Andesa Financial Management
Pennsylvania
$2.88M +$2.88M +172,370 New
IWM
114
IHT Wealth Management
Illinois
$2.87M +$66.4K +3,977 +2%
KC
115
Kinloch Capital
Virginia
$2.8M +$202K +12,101 +8%
KWM
116
Kingsview Wealth Management
Oregon
$2.79M +$593K +35,502 +27%
FCA
117
FinTrust Capital Advisors
South Carolina
$2.78M +$528K +31,948 +23%
BFO
118
Biltmore Family Office
North Carolina
$2.78M +$1.16M +69,403 +72%
TFA
119
Toth Financial Advisory
Virginia
$2.75M -$95.9K -5,745 -3%
OIA
120
OneDigital Investment Advisors
Kansas
$2.71M -$112K -6,705 -4%
PAS
121
Park Avenue Securities
New York
$2.69M -$387K -23,147 -13%
OMC
122
Old Mission Capital
Illinois
$2.64M +$2.64M +158,308 New
EDRIA
123
Edmonds Duncan Registered Investment Advisors
Kansas
$2.55M +$26.7K +1,596 +1%
PFGIA
124
Patriot Financial Group Insurance Agency
Massachusetts
$2.5M +$21.7K +1,301 +0.9%
VIM
125
Vista Investment Management
Pennsylvania
$2.47M +$71.5K +4,280 +3%