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First Trust Preferred Securities and Income ETF

420 hedge funds and large institutions have $4.53B invested in First Trust Preferred Securities and Income ETF in 2022 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 151 increasing their positions, 151 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
+15
Holders Change %
+3.7%
% of All Funds
6.65%
Holding in Top 10
36
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.7%
% of All Funds
0.57%
New
59
Increased
151
Reduced
151
Closed
40
Calls
$2.67M
Puts
$1K
Net Calls
+$2.67M
Net Calls Change
+$2.67M
Name Holding Trade Value Shares
Change
Shares
Change %
SG
151
StoneX Group
New York
$2.41M -$295K -15,484 -11%
PFGIA
152
Patriot Financial Group Insurance Agency
Massachusetts
$2.41M +$108K +5,675 +5%
CA
153
Claro Advisors
Massachusetts
$2.39M
SWM
154
Spire Wealth Management
Virginia
$2.39M -$459K -24,122 -16%
Citadel Advisors
155
Citadel Advisors
Florida
$2.37M +$297K +15,593 +14%
TPWM
156
Twelve Points Wealth Management
Massachusetts
$2.36M +$1.29M +67,587 +119%
WF
157
Wayfinding Financial
Washington
$2.34M -$902K -50,058 -28%
KWM
158
Kingsview Wealth Management
Oregon
$2.33M +$385K +20,243 +20%
QPW
159
Quantum Private Wealth
Florida
$2.28M -$17.1K -901 -0.7%
SIA
160
Soltis Investment Advisors
Utah
$2.28M -$675K -35,501 -23%
ACI
161
Alpha Cubed Investments
California
$2.23M +$51.7K +2,717 +2%
CWM
162
Concentrum Wealth Management
California
$2.17M +$2.59K +136 +0.1%
RIA
163
Regal Investment Advisors
Michigan
$2.15M +$115K +6,051 +6%
SPI
164
Sutton Place Investors
New York
$2.15M +$975K +52,870 +83%
SFPG
165
Stonebridge Financial Planning Group
Florida
$2.07M -$21.2K -1,117 -1%
FWM
166
Frontier Wealth Management
Missouri
$2.05M +$28.7K +1,529 +1%
BAM
167
Belpointe Asset Management
Nevada
$2.05M +$392K +20,589 +24%
GVAG
168
Great Valley Advisor Group
Delaware
$2M +$434K +21,384 +28%
AAM
169
Autus Asset Management
Arizona
$1.99M -$482K -25,342 -19%
FPGK
170
Financial Partners Group (Kansas)
Kansas
$1.95M -$376K -19,789 -16%
IWC
171
Integrated Wealth Concepts
Massachusetts
$1.93M +$392K +20,615 +25%
BFO
172
Biltmore Family Office
North Carolina
$1.9M +$213K +11,220 +13%
PWA
173
Providence Wealth Advisors
Illinois
$1.84M -$789K -41,414 -30%
QWM
174
QP Wealth Management
New Jersey
$1.83M -$13.3K -700 -0.7%
FCA
175
FinTrust Capital Advisors
South Carolina
$1.81M +$801K +42,140 +80%