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First Trust Preferred Securities and Income ETF

396 hedge funds and large institutions have $3.1B invested in First Trust Preferred Securities and Income ETF in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 143 increasing their positions, 152 reducing their positions, and 58 closing their positions.

Holders
396
Holders Change
-27
Holders Change %
-6.38%
% of All Funds
6.34%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.3%
New
40
Increased
143
Reduced
152
Closed
58
Calls
$105K
Puts
$37K
Net Calls
+$68K
Net Calls Change
-$536K
Name Holding Trade Value Shares
Change
Shares
Change %
SF
101
Summit Financial
New Jersey
$3.08M +$168K +10,557 +6%
LSPW
102
Lake Street Private Wealth
Illinois
$3.07M +$680K +42,635 +28%
EWA
103
Etesian Wealth Advisors
Oregon
$2.99M +$584K +36,609 +24%
TPWM
104
Twelve Points Wealth Management
Massachusetts
$2.97M +$889K +55,698 +43%
JPMorgan Chase & Co
105
JPMorgan Chase & Co
New York
$2.92M -$944K -59,128 -24%
SIM
106
SSI Investment Management
California
$2.91M -$1.15M -71,977 -28%
CHC
107
City Holding Co
West Virginia
$2.88M -$45.2K -2,835 -2%
NWM
108
Northwest Wealth Management
Iowa
$2.81M -$6.11K -383 -0.2%
WAM
109
Walker Asset Management
Missouri
$2.75M -$263K -16,461 -9%
OC
110
Oppenheimer & Co
New York
$2.75M +$656K +41,090 +31%
BFEC
111
Benjamin F. Edwards & Company
Missouri
$2.73M +$283K +17,707 +12%
BFA
112
Brendel Financial Advisors
New Hampshire
$2.72M +$2.72M +170,494 New
SWM
113
Southern Wealth Management
Texas
$2.61M +$428K +26,798 +20%
AWM
114
AE Wealth Management
Kansas
$2.59M +$2.2M +137,663 +566%
IWP
115
Icon Wealth Partners
Texas
$2.58M +$2.58M +161,632 New
AAS
116
Ameritas Advisory Services
Nebraska
$2.53M -$603K -37,697 -19%
IWM
117
IHT Wealth Management
Illinois
$2.43M +$49.9K +3,126 +2%
EDRIA
118
Edmonds Duncan Registered Investment Advisors
Kansas
$2.38M -$26K -1,627 -1%
PAS
119
Park Avenue Securities
New York
$2.35M +$207K +12,942 +10%
NA
120
NewEdge Advisors
Louisiana
$2.33M -$4.63M -296,245 -66%
TFA
121
Toth Financial Advisory
Virginia
$2.28M -$53.1K -3,330 -2%
OIA
122
OneDigital Investment Advisors
Kansas
$2.18M -$173K -10,852 -7%
IWC
123
Integrated Wealth Concepts
Massachusetts
$2.17M +$578K +36,248 +36%
BFS
124
Bard Financial Services
Connecticut
$2.16M -$196K -12,275 -8%
AWM
125
Apollon Wealth Management
South Carolina
$2.13M +$157K +9,860 +8%