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First Trust Preferred Securities and Income ETF

403 hedge funds and large institutions have $3.24B invested in First Trust Preferred Securities and Income ETF in 2024 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 145 increasing their positions, 156 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
Holders Change %
0%
% of All Funds
5.86%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
43
Increased
145
Reduced
156
Closed
36
Calls
Puts
$174K
Net Calls
-$174K
Net Calls Change
+$139K
Name Holding Trade Value Shares
Change
Shares
Change %
GCP
101
Gill Capital Partners
Colorado
$3.47M -$69K -3,972 -2%
CAPTRUST Financial Advisors
102
CAPTRUST Financial Advisors
North Carolina
$3.47M -$398K -22,938 -10%
AP
103
Agilis Partners
Massachusetts
$3.44M
TNBTD
104
Trustmark National Bank Trust Department
Mississippi
$3.37M -$388K -22,364 -10%
PAS
105
Park Avenue Securities
New York
$3.27M +$320K +18,434 +11%
NW
106
Naviter Wealth
Arkansas
$3.21M +$74.6K +4,297 +2%
KA
107
Kovack Advisors
Florida
$3.18M +$3.18M +182,948 New
EWA
108
Etesian Wealth Advisors
Oregon
$3.02M -$227K -13,082 -7%
IWA
109
Icon Wealth Advisors
Texas
$2.97M +$288K +16,383 +11%
PCS
110
Private Client Services
Kentucky
$2.94M +$18.9K +1,089 +0.6%
CHC
111
City Holding Co
West Virginia
$2.87M -$1.91K -110 -0.1%
SI
112
Stephens Inc
Arkansas
$2.81M +$183K +10,564 +7%
TFA
113
Toth Financial Advisory
Virginia
$2.76M -$12.9K -741 -0.5%
IWM
114
IHT Wealth Management
Illinois
$2.75M -$15.9K -915 -0.6%
AWS
115
Atria Wealth Solutions
New York
$2.71M +$20.5K +1,179 +0.8%
US Bancorp
116
US Bancorp
Minnesota
$2.7M +$1.91M +110,215 +243%
LSPW
117
Lake Street Private Wealth
Illinois
$2.62M +$128K +7,348 +5%
RVPG
118
Relative Value Partners Group
$2.62M +$2.62M +151,124 New
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$2.62M -$235K -13,522 -8%
EDRIA
120
Edmonds Duncan Registered Investment Advisors
Kansas
$2.57M -$33.5K -1,927 -1%
IA
121
IFP Advisors
Florida
$2.51M -$63.5K -3,655 -2%
RA
122
RFG Advisory
Alabama
$2.5M +$609K +35,096 +32%
MIFH
123
Migdal Insurance & Financial Holdings
Israel
$2.41M +$149K +8,562 +7%
BCP
124
Blackhawk Capital Partners
Wisconsin
$2.4M -$53.1K -3,059 -2%
CIAS
125
Capital Investment Advisory Services
North Carolina
$2.37M +$21.3K +1,225 +0.9%