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First Trust Preferred Securities and Income ETF

396 hedge funds and large institutions have $3.15B invested in First Trust Preferred Securities and Income ETF in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 138 increasing their positions, 161 reducing their positions, and 40 closing their positions.

Holders
396
Holders Change
Holders Change %
0%
% of All Funds
6.25%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.35%
New
45
Increased
138
Reduced
161
Closed
40
Calls
$125K
Puts
$34K
Net Calls
+$91K
Net Calls Change
+$23K
Name Holding Trade Value Shares
Change
Shares
Change %
LSPW
101
Lake Street Private Wealth
Illinois
$3.27M +$202K +12,637 +7%
AP
102
Agilis Partners
Massachusetts
$3.22M +$1.14M +71,565 +55%
IAS
103
IMA Advisory Services
Colorado
$3.21M +$84.4K +5,283 +3%
FCA
104
FinTrust Capital Advisors
South Carolina
$3.16M
AI
105
Atria Investments
North Carolina
$3.13M -$63.9K -4,002 -2%
EWA
106
Etesian Wealth Advisors
Oregon
$3.11M +$119K +7,452 +4%
NW
107
Naviter Wealth
Arkansas
$3.03M +$3.03M +189,692 New
SSA
108
Schonfeld Strategic Advisors
New York
$3M +$3M +187,973 New
AWS
109
Atria Wealth Solutions
New York
$2.94M -$293K -18,314 -9%
IA
110
IFP Advisors
Florida
$2.93M +$80.4K +5,033 +3%
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
$2.92M +$1.07M +66,947 +58%
CHC
112
City Holding Co
West Virginia
$2.83M -$54.3K -3,400 -2%
SWP
113
Summit Wealth Partners
Florida
$2.81M -$825K -51,669 -23%
BFEC
114
Benjamin F. Edwards & Company
Missouri
$2.75M +$26.1K +1,637 +1%
IWP
115
Icon Wealth Partners
Texas
$2.73M +$147K +9,179 +6%
IWM
116
IHT Wealth Management
Illinois
$2.63M +$191K +11,929 +8%
IWC
117
Integrated Wealth Concepts
Massachusetts
$2.62M +$445K +27,840 +20%
SF
118
Summit Financial
New Jersey
$2.59M -$492K -30,813 -16%
CA
119
Cetera Advisors
Colorado
$2.51M +$508K +31,822 +25%
TFA
120
Toth Financial Advisory
Virginia
$2.42M +$141K +8,803 +6%
BRWA
121
B. Riley Wealth Advisors
Florida
$2.42M -$757K -47,393 -24%
EDRIA
122
Edmonds Duncan Registered Investment Advisors
Kansas
$2.37M -$5.32K -333 -0.2%
WAM
123
Walker Asset Management
Missouri
$2.34M -$413K -25,883 -15%
PAS
124
Park Avenue Securities
New York
$2.34M -$4.9K -307 -0.2%
MFG
125
Mendota Financial Group
Wisconsin
$2.31M -$281K -17,626 -11%