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First Trust Preferred Securities and Income ETF

401 hedge funds and large institutions have $3.7B invested in First Trust Preferred Securities and Income ETF in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 142 increasing their positions, 150 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
-3
Holders Change %
-0.74%
% of All Funds
6.93%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.5%
New
40
Increased
142
Reduced
150
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWG
126
Altus Wealth Group
Colorado
$2.46M
AWS
127
AJ Wealth Strategies
New York
$2.43M -$2.14M -127,979 -47%
MHB
128
Midwest Heritage Bank
Iowa
$2.42M -$93.1K -5,577 -4%
AAM
129
Autus Asset Management
Arizona
$2.32M +$220K +13,200 +11%
AP
130
Agilis Partners
Massachusetts
$2.19M
LNC
131
Lincoln National Corp
Pennsylvania
$2.16M -$151K -9,065 -7%
KPWS
132
Kestra Private Wealth Services
Texas
$2.12M +$281K +16,851 +15%
IWA
133
Icon Wealth Advisors
Texas
$2.11M +$2.11M +126,593 New
AIFAIM
134
American Institute for Advanced Investment Management
Arizona
$2.11M -$51.3K -3,073 -2%
LSPW
135
Lake Street Private Wealth
Illinois
$2.09M -$133K -7,965 -6%
NPP
136
New Potomac Partners
Maryland
$2.08M +$394K +23,595 +23%
FHB
137
First Hawaiian Bank
Hawaii
$2.06M -$585K -35,060 -22%
KA
138
Kovack Advisors
Florida
$2.04M -$88.6K -5,305 -4%
RIA
139
Regal Investment Advisors
Michigan
$2M +$138K +8,277 +7%
ACI
140
Alpha Cubed Investments
California
$1.96M
Citadel Advisors
141
Citadel Advisors
Florida
$1.92M +$599K +35,873 +45%
AP
142
Americana Partners
Texas
$1.89M +$968 +58 +0.1%
SWP
143
ShoreHaven Wealth Partners
New Jersey
$1.86M -$33.3K -1,996 -2%
AWM
144
Apollon Wealth Management
South Carolina
$1.78M +$1.78M +106,300 New
SFI
145
SPC Financial Inc
Maryland
$1.76M -$271K -16,200 -13%
US Bancorp
146
US Bancorp
Minnesota
$1.75M -$134K -8,054 -7%
PTC
147
Private Trust Company
Ohio
$1.65M -$86.4K -5,173 -5%
CAMG
148
CWA Asset Management Group
Florida
$1.64M -$203K -12,160 -11%
CWM
149
Concentrum Wealth Management
California
$1.62M -$183K -10,970 -10%
IWC
150
Integrated Wealth Concepts
Massachusetts
$1.59M +$72K +4,312 +5%