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First Trust Preferred Securities and Income ETF

402 hedge funds and large institutions have $4.13B invested in First Trust Preferred Securities and Income ETF in 2023 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 126 increasing their positions, 173 reducing their positions, and 36 closing their positions.

Holders
402
Holders Change
+16
Holders Change %
+4.15%
% of All Funds
5.89%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.28%
New
56
Increased
126
Reduced
173
Closed
36
Calls
$266K
Puts
$422K
Net Calls
-$156K
Net Calls Change
-$269K
Name Holding Trade Value Shares
Change
Shares
Change %
LSPW
126
Lake Street Private Wealth
Illinois
$2.19M -$166K -9,825 -7%
CA
127
Cetera Advisors
Colorado
$2.17M -$392K -23,273 -15%
CIAS
128
Capital Investment Advisory Services
North Carolina
$2.16M +$230K +13,628 +12%
BFEC
129
Benjamin F. Edwards & Company
Missouri
$2.16M -$7.4K -439 -0.3%
SI
130
Stephens Inc
Arkansas
$2.14M +$152K +9,000 +8%
SPC
131
Sigma Planning Corp
Michigan
$2.09M -$3.63M -215,284 -63%
AAS
132
Asset Allocation Strategies
Michigan
$2.06M -$120K -7,128 -6%
NPP
133
New Potomac Partners
Maryland
$2.03M -$30.3K -1,800 -1%
OIA
134
OneDigital Investment Advisors
Kansas
$2M -$235K -13,958 -11%
AWG
135
Altus Wealth Group
Colorado
$1.94M -$16.3K -965 -0.8%
PCS
136
Private Client Services
Kentucky
$1.94M +$1.94M +115,002 New
DWG
137
Darden Wealth Group
Michigan
$1.85M +$1.85M +109,753 New
SWP
138
Summit Wealth Partners
Florida
$1.84M -$605K -35,906 -25%
GCM
139
Gallacher Capital Management
Colorado
$1.8M -$133K -7,900 -7%
IWN
140
Independent Wealth Network
Iowa
$1.78M +$167K +9,907 +10%
IGWM
141
ICA Group Wealth Management
Colorado
$1.74M +$154K +9,107 +10%
RA
142
RFG Advisory
Alabama
$1.73M +$1.73M +102,511 New
PTC
143
Private Trust Company
Ohio
$1.71M +$17.7K +1,052 +1%
C
144
CEDRUS
Colorado
$1.71M +$13.7K +815 +0.8%
PA
145
Parallel Advisors
California
$1.68M -$241K -14,265 -13%
SFC
146
Strategic Financial Concepts
Texas
$1.63M -$272K -16,147 -14%
MWA
147
Moser Wealth Advisors
Washington
$1.55M -$92.1K -5,464 -6%
MFG
148
Mendota Financial Group
Wisconsin
$1.54M -$786K -46,639 -34%
PG
149
Prostatis Group
Maryland
$1.51M +$234K +13,884 +18%
KWM
150
Kingsview Wealth Management
Oregon
$1.51M -$2.93M -173,494 -66%