We are live on ! Find out more
FPE icon

First Trust Preferred Securities and Income ETF

424 hedge funds and large institutions have $4.19B invested in First Trust Preferred Securities and Income ETF in 2022 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 119 increasing their positions, 190 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 43

13% more capital invested

Capital invested by funds: $3.7B → $4.19B (+$492M)

5% more funds holding

Funds holding: 402424 (+22)

0.55% more ownership

Funds ownership: 59.65%60.2% (+0.55%)

24% less funds holding in top 10

Funds holding in top 10: 2922 (-7)

37% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 190

Holders
424
Holders Change
+22
Holders Change %
+5.47%
% of All Funds
6.82%
Holding in Top 10
22
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-24.14%
% of All Funds
0.35%
New
72
Increased
119
Reduced
190
Closed
43
Calls
$604K
Puts
Net Calls
+$604K
Net Calls Change
+$604K
Name Holding Trade Value Shares
Change
Change in
Stake
WF
101
Wayfinding Financial
Washington
$3.57M +$3.02M +179,753 New
APWM
102
Atlas Private Wealth Management
New York
$3.52M +$72.7K +4,334 +2%
AWS
103
Atria Wealth Solutions
New York
$3.5M -$299K -17,841 -8%
VA
104
Valmark Advisers
Ohio
$3.47M +$134 +8 +0%
AWS
105
AJ Wealth Strategies
New York
$3.44M +$998K +59,484 +41%
AAS
106
Ameritas Advisory Services
Nebraska
$3.29M +$162K +9,662 +5%
SIS
107
Sound Income Strategies
Florida
$3.27M +$3.24M +193,341 +16,639%
WAM
108
Walker Asset Management
Missouri
$3.18M -$712K -42,459 -18%
FCA
109
FinTrust Capital Advisors
South Carolina
$3.16M +$327K +19,490 +12%
BRWA
110
B. Riley Wealth Advisors
Florida
$3.1M -$1.21M -71,938 -28%
CHC
111
City Holding Co
West Virginia
$3.08M +$28.5K +1,700 +0.9%
SF
112
Summit Financial
New Jersey
$3.06M -$598K -35,624 -16%
SPC
113
Sigma Planning Corp
Michigan
$2.99M -$911K -54,273 -23%
NWM
114
Northwest Wealth Management
Iowa
$2.97M -$1.02M -60,551 -26%
CCG
115
Cypress Capital Group
Florida
$2.96M -$890K -53,042 -23%
KWM
116
Kingsview Wealth Management
Oregon
$2.91M +$103K +6,165 +4%
IAS
117
IMA Advisory Services
Colorado
$2.86M -$474K -28,225 -14%
OMC
118
Old Mission Capital
Illinois
$2.68M +$20.9K +1,244 +0.8%
BFEC
119
Benjamin F. Edwards & Company
Missouri
$2.57M -$908K -54,142 -26%
MFG
120
Mendota Financial Group
Wisconsin
$2.55M +$2.55M +151,970 New
EDRIA
121
Edmonds Duncan Registered Investment Advisors
Kansas
$2.53M -$30.2K -1,799 -1%
EWA
122
Etesian Wealth Advisors
Oregon
$2.53M +$2.53M +150,559 New
IWM
123
IHT Wealth Management
Illinois
$2.51M -$381K -22,695 -13%
US Bancorp
124
US Bancorp
Minnesota
$2.5M +$741K +44,144 +42%
OIA
125
OneDigital Investment Advisors
Kansas
$2.48M -$249K -14,820 -9%