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First Trust Preferred Securities and Income ETF

386 hedge funds and large institutions have $3.08B invested in First Trust Preferred Securities and Income ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 136 increasing their positions, 166 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
-10
Holders Change %
-2.53%
% of All Funds
6.16%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.33%
New
32
Increased
136
Reduced
166
Closed
41
Calls
$113K
Puts
Net Calls
+$113K
Net Calls Change
+$22K
Name Holding Trade Value Shares
Change
Shares
Change %
NW
101
Naviter Wealth
Arkansas
$3.15M +$116K +7,273 +4%
AP
102
Agilis Partners
Massachusetts
$3.13M -$89.3K -5,590 -3%
IWP
103
Icon Wealth Partners
Texas
$2.99M +$258K +16,128 +9%
IA
104
IFP Advisors
Florida
$2.93M -$1.36K -85 -0%
BPA
105
Beacon Pointe Advisors
California
$2.91M +$1.85M +115,847 +175%
JPMorgan Chase & Co
106
JPMorgan Chase & Co
New York
$2.83M -$2.13M -130,822 -43%
CHC
107
City Holding Co
West Virginia
$2.81M -$15.5K -970 -0.5%
KA
108
Kovack Advisors
Florida
$2.77M +$524K +32,811 +23%
1IA
109
1834 Investment Advisors
Wisconsin
$2.76M -$840K -52,587 -23%
BRWA
110
B. Riley Wealth Advisors
Florida
$2.74M +$315K +19,731 +13%
IWM
111
IHT Wealth Management
Illinois
$2.73M +$109K +6,807 +4%
AWS
112
Atria Wealth Solutions
New York
$2.63M -$308K -19,313 -11%
IWC
113
Integrated Wealth Concepts
Massachusetts
$2.54M -$80.9K -5,066 -3%
PAS
114
Park Avenue Securities
New York
$2.48M +$137K +8,570 +6%
HFS
115
Howard Financial Services
Texas
$2.46M +$1.06M +66,185 +75%
CA
116
Cetera Advisors
Colorado
$2.43M -$84.8K -5,307 -3%
TFA
117
Toth Financial Advisory
Virginia
$2.41M -$19K -1,191 -0.8%
EDRIA
118
Edmonds Duncan Registered Investment Advisors
Kansas
$2.4M +$26.5K +1,662 +1%
SWP
119
Summit Wealth Partners
Florida
$2.32M -$491K -30,769 -17%
WAM
120
Walker Asset Management
Missouri
$2.25M -$96.4K -6,036 -4%
LSPW
121
Lake Street Private Wealth
Illinois
$2.23M -$1.04M -65,073 -32%
MFG
122
Mendota Financial Group
Wisconsin
$2.21M -$106K -6,646 -5%
OIA
123
OneDigital Investment Advisors
Kansas
$2.12M -$118K -7,373 -5%
AAS
124
Asset Allocation Strategies
Michigan
$2.07M +$117K +7,304 +6%
BFEC
125
Benjamin F. Edwards & Company
Missouri
$2.05M -$704K -44,061 -26%