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First Trust Preferred Securities and Income ETF

440 hedge funds and large institutions have $3.71B invested in First Trust Preferred Securities and Income ETF in 2024 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 187 increasing their positions, 123 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
440
Holders Change
+29
Holders Change %
+7.06%
% of All Funds
5.86%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.25%
New
76
Increased
187
Reduced
123
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CHC
126
City Holding Co
West Virginia
$2.66M -$161K -9,095 -6%
First Trust Advisors
127
First Trust Advisors
Illinois
$2.63M +$1.08M +60,800 +69%
PG
128
Prostatis Group
Maryland
$2.63M +$137K +7,762 +6%
DWG
129
Darden Wealth Group
Michigan
$2.59M +$55.7K +3,148 +2%
TNBTD
130
Trustmark National Bank Trust Department
Mississippi
$2.58M -$355K -20,044 -12%
PAG
131
Private Advisory Group
Washington
$2.56M +$50.4K +2,850 +2%
HAM
132
Hickory Asset Management
Ohio
$2.54M +$2.54M +143,564 New
SCA
133
Snowden Capital Advisors
New York
$2.47M +$225K +12,719 +10%
BEI
134
Benjamin Edwards Inc
Missouri
$2.38M +$259K +14,617 +12%
BCM
135
Brookstone Capital Management
Illinois
$2.35M +$240K +13,554 +11%
CIAS
136
Capital Investment Advisory Services
North Carolina
$2.35M -$168K -9,517 -7%
KWM
137
Kingsview Wealth Management
Oregon
$2.34M +$418K +23,614 +22%
WAM
138
Walker Asset Management
Missouri
$2.31M +$212K +12,000 +10%
EWA
139
Etesian Wealth Advisors
Oregon
$2.28M -$335K -18,930 -13%
Carson Wealth (CWM LLC)
140
Carson Wealth (CWM LLC)
Nebraska
$2.27M -$15.7K -887 -0.7%
OIA
141
OneDigital Investment Advisors
Kansas
$2.22M +$125K +7,075 +6%
MFG
142
Mainsail Financial Group
Washington
$2.08M +$145K +8,181 +8%
PS
143
Principal Securities
Iowa
$1.96M +$547K +30,877 +39%
IWN
144
Independent Wealth Network
Iowa
$1.92M +$10K +567 +0.5%
BFG
145
Beacon Financial Group
Texas
$1.85M -$243K -13,737 -12%
SG
146
StoneX Group
New York
$1.84M +$118K +6,686 +7%
MC
147
Moors & Cabot
Massachusetts
$1.75M +$111K +6,274 +7%
FW
148
FullCircle Wealth
Texas
$1.73M +$60.6K +3,398 +4%
MWA
149
Moser Wealth Advisors
Washington
$1.68M +$27.8K +1,572 +2%
SFC
150
Strategic Financial Concepts
Texas
$1.68M +$1.48M +83,800 +740%