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First Trust Preferred Securities and Income ETF

404 hedge funds and large institutions have $3.7B invested in First Trust Preferred Securities and Income ETF in 2022 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 109 increasing their positions, 192 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
-16
Holders Change %
-3.81%
% of All Funds
6.83%
Holding in Top 10
28
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-22.22%
% of All Funds
0.47%
New
44
Increased
109
Reduced
192
Closed
56
Calls
$291K
Puts
$174K
Net Calls
+$117K
Net Calls Change
-$2.56M
Name Holding Trade Value Shares
Change
Shares
Change %
AP
126
Agilis Partners
Massachusetts
$2.26M
AIFAIM
127
American Institute for Advanced Investment Management
Arizona
$2.23M -$1.16M -67,170 -34%
SG
128
StoneX Group
New York
$2.2M +$13.5K +786 +0.6%
AAM
129
Autus Asset Management
Arizona
$2.17M +$360K +20,885 +20%
BFA
130
Brendel Financial Advisors
New Hampshire
$2.11M -$2.51M -145,719 -54%
SFI
131
SPC Financial Inc
Maryland
$2.1M -$19.9M -1,156,348 -90%
KFP
132
KMG Fiduciary Partners
Ohio
$2.04M -$398K -23,106 -16%
ACI
133
Alpha Cubed Investments
California
$2.02M -$2.76K -160 -0.1%
SPI
134
Sutton Place Investors
New York
$2M -$3.45K -200 -0.2%
SIA
135
Soltis Investment Advisors
Utah
$2M -$65.7K -3,812 -3%
MIAN
136
Mariner Independent Advisor Network
Kansas
$1.96M +$410K +23,755 +26%
IWP
137
Icon Wealth Partners
Texas
$1.96M -$4.04M -234,189 -67%
AP
138
Americana Partners
Texas
$1.95M -$1.26M -73,274 -39%
SWP
139
ShoreHaven Wealth Partners
New Jersey
$1.95M -$5.57M -323,497 -74%
US Bancorp
140
US Bancorp
Minnesota
$1.95M -$871K -50,502 -31%
SAM
141
Stringer Asset Management
Tennessee
$1.94M +$1.94M +112,571 New
RIA
142
Regal Investment Advisors
Michigan
$1.92M -$29K -1,684 -1%
CAMG
143
CWA Asset Management Group
Florida
$1.9M -$300K -17,416 -14%
KPWS
144
Kestra Private Wealth Services
Texas
$1.9M -$473K -27,447 -20%
FWM
145
Frontier Wealth Management
Missouri
$1.89M +$3.7K +215 +0.2%
CWM
146
Concentrum Wealth Management
California
$1.86M -$104K -6,050 -5%
JIP
147
Jaffetilchin Investment Partners
Florida
$1.82M -$1.27M -73,819 -41%
BAM
148
Belpointe Asset Management
Nevada
$1.81M -$49.8K -2,888 -3%
PTC
149
Private Trust Company
Ohio
$1.79M +$1.79M +104,085 New
TA
150
TrueWealth Advisors
Alabama
$1.78M -$3.74M -216,766 -68%