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First Trust Preferred Securities and Income ETF

423 hedge funds and large institutions have $4.19B invested in First Trust Preferred Securities and Income ETF in 2022 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 119 increasing their positions, 189 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
423
Holders Change
+22
Holders Change %
+5.49%
% of All Funds
6.82%
Holding in Top 10
22
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-24.14%
% of All Funds
0.35%
New
72
Increased
119
Reduced
189
Closed
43
Calls
$604K
Puts
Net Calls
+$604K
Net Calls Change
+$604K
Name Holding Trade Value Shares
Change
Shares
Change %
BFS
126
Bard Financial Services
Connecticut
$2.48M -$840K -50,000 -25%
MHB
127
Midwest Heritage Bank
Iowa
$2.47M +$39K +2,322 +2%
TFA
128
Toth Financial Advisory
Virginia
$2.46M -$308K -18,315 -11%
AAS
129
Asset Allocation Strategies
Michigan
$2.4M +$2.4M +143,148 New
LSPW
130
Lake Street Private Wealth
Illinois
$2.4M +$390K +24,332 +19%
VIM
131
Vista Investment Management
Pennsylvania
$2.34M -$146K -8,663 -6%
SWM
132
Southern Wealth Management
Texas
$2.3M -$3.34M -199,038 -59%
Susquehanna International Group
133
Susquehanna International Group
Pennsylvania
$2.26M +$759K +45,205 +51%
AAM
134
Autus Asset Management
Arizona
$2.25M -$79.5K -4,730 -3%
PAS
135
Park Avenue Securities
New York
$2.25M -$454K -27,050 -17%
CA
136
Cetera Advisors
Colorado
$2.21M -$3.18M -189,148 -59%
OC
137
Oppenheimer & Co
New York
$2.21M +$1.15M +68,466 +109%
TPWM
138
Twelve Points Wealth Management
Massachusetts
$2.19M -$859K -51,115 -28%
AP
139
Agilis Partners
Massachusetts
$2.19M -$14K -836 -0.6%
FHB
140
First Hawaiian Bank
Hawaii
$2.15M +$76.1K +4,529 +4%
NPP
141
New Potomac Partners
Maryland
$2.11M +$16.5K +980 +0.8%
AWM
142
Apollon Wealth Management
South Carolina
$2.07M +$286K +17,008 +16%
KA
143
Kovack Advisors
Florida
$2.04M -$9.56K -569 -0.5%
LPAM
144
Lodestar Private Asset Management
California
$2M +$2M +119,153 New
IWA
145
Icon Wealth Advisors
Texas
$1.93M -$201K -11,977 -9%
AWG
146
Altus Wealth Group
Colorado
$1.92M -$94.3K -5,612 -5%
SI
147
Stephens Inc
Arkansas
$1.9M +$946K +56,302 +99%
HFS
148
Howard Financial Services
Texas
$1.87M +$1.18M +70,434 +173%
RIA
149
Regal Investment Advisors
Michigan
$1.82M -$195K -11,601 -10%
IAN
150
Integrated Advisors Network
Texas
$1.8M +$271K +16,135 +18%