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First Trust Preferred Securities and Income ETF

404 hedge funds and large institutions have $3.7B invested in First Trust Preferred Securities and Income ETF in 2022 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 109 increasing their positions, 192 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
-16
Holders Change %
-3.81%
% of All Funds
6.83%
Holding in Top 10
28
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-22.22%
% of All Funds
0.47%
New
44
Increased
109
Reduced
192
Closed
56
Calls
$291K
Puts
$174K
Net Calls
+$117K
Net Calls Change
-$2.56M
Name Holding Trade Value Shares
Change
Shares
Change %
NPP
151
New Potomac Partners
Maryland
$1.74M +$1.74M +101,100 New
UB
152
UMB Bank
Missouri
$1.73M -$502K -29,123 -23%
IGWM
153
ICA Group Wealth Management
Colorado
$1.69M +$30.8K +1,709 +2%
QPW
154
Quantum Private Wealth
Florida
$1.68M -$392K -22,768 -19%
BFO
155
Biltmore Family Office
North Carolina
$1.67M -$46.2K -2,684 -3%
Susquehanna International Group
156
Susquehanna International Group
Pennsylvania
$1.65M +$1.65M +95,460 New
SB
157
Strategic Blueprint
Georgia
$1.6M +$274K +15,915 +21%
IWC
158
Integrated Wealth Concepts
Massachusetts
$1.57M -$183K -10,646 -10%
PA
159
PSI Advisors
Florida
$1.57M -$1.01M -58,435 -39%
QWM
160
QP Wealth Management
New Jersey
$1.55M -$108K -6,275 -7%
RG
161
Retirement Group
California
$1.52M -$676K -39,266 -31%
IAN
162
Integrated Advisors Network
Texas
$1.52M -$919K -53,316 -38%
MWA
163
Moser Wealth Advisors
Washington
$1.51M -$93.8K -5,443 -6%
BEI
164
Benjamin Edwards Inc
Missouri
$1.5M -$14.8K -856 -1%
ASN
165
Advisory Services Network
Georgia
$1.49M +$110K +6,362 +8%
CPIA
166
Cornell Pochily Investment Advisors
New York
$1.48M -$8.01K -465 -0.5%
SFPG
167
Stonebridge Financial Planning Group
Florida
$1.43M -$439K -25,484 -23%
IWN
168
Independent Wealth Network
Iowa
$1.42M +$86.7K +5,033 +6%
AWA
169
Arkadios Wealth Advisors
Georgia
$1.42M +$1.42M +82,240 New
LI
170
LVZ Inc
Michigan
$1.39M +$27.7K +1,607 +2%
Citadel Advisors
171
Citadel Advisors
Florida
$1.37M -$783K -45,413 -36%
MC
172
Moors & Cabot
Massachusetts
$1.34M +$82.3K +4,776 +7%
MA
173
Mutual Advisors
Nebraska
$1.34M -$1.14M -66,212 -46%
WCM
174
WealthBridge Capital Management
Ohio
$1.33M +$212K +12,326 +19%
CIAS
175
Capital Investment Advisory Services
North Carolina
$1.32M +$247K +14,345 +23%