FPE icon

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
6.15%
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 %
NPP
126
New Potomac Partners
Maryland
$1.95M -$59.9K -3,750 -3%
SI
127
Stephens Inc
Arkansas
$1.88M +$30K +1,880 +2%
AWG
128
Altus Wealth Group
Colorado
$1.85M -$28.5K -1,782 -2%
CIAS
129
Capital Investment Advisory Services
North Carolina
$1.83M +$35.4K +2,217 +2%
GCM
130
Gallacher Capital Management
Colorado
$1.83M +$348K +21,792 +23%
SF
131
Summit Financial
New Jersey
$1.82M -$766K -47,978 -30%
PA
132
Parallel Advisors
California
$1.82M -$101K -6,335 -5%
IAIM
133
International Assets Investment Management
Florida
$1.81M -$13.8K -867 -0.8%
SFC
134
Strategic Financial Concepts
Texas
$1.8M +$211K +13,210 +13%
KA
135
Kure Advisory
Minnesota
$1.77M +$1.77M +110,614 New
ACA
136
Ascension Capital Advisors
Texas
$1.74M
PTC
137
Private Trust Company
Ohio
$1.61M -$62K -3,881 -4%
C
138
CEDRUS
Colorado
$1.61M -$84.4K -5,288 -5%
MWA
139
Moser Wealth Advisors
Washington
$1.56M +$1.21K +76 +0.1%
IWN
140
Independent Wealth Network
Iowa
$1.53M +$40.6K +2,542 +3%
IGWM
141
ICA Group Wealth Management
Colorado
$1.5M +$63.9K +4,002 +4%
BFG
142
Baron Financial Group
New Jersey
$1.48M -$190K -11,895 -11%
SG
143
StoneX Group
New York
$1.37M -$9.33K -584 -0.7%
AWM
144
Apollon Wealth Management
South Carolina
$1.35M -$366K -22,920 -21%
SCA
145
Snowden Capital Advisors
New York
$1.35M -$391K -24,472 -22%
CWM
146
Concentrum Wealth Management
California
$1.33M -$3.99K -250 -0.3%
MFG
147
Mainsail Financial Group
Washington
$1.33M +$231K +14,512 +21%
EL
148
Essex LLC
Illinois
$1.33M -$598K -37,447 -31%
SFI
149
SPC Financial Inc
Maryland
$1.29M -$151K -9,466 -10%
PA
150
PSI Advisors
Florida
$1.27M -$23.1K -1,448 -2%