FPE icon

First Trust Preferred Securities and Income ETF

401 hedge funds and large institutions have $3.7B invested in First Trust Preferred Securities and Income ETF in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 142 increasing their positions, 150 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
-3
Holders Change %
-0.74%
% of All Funds
6.93%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.5%
New
40
Increased
142
Reduced
150
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
QPW
151
Quantum Private Wealth
Florida
$1.59M -$33.4K -2,000 -2%
BFG
152
Baron Financial Group
New Jersey
$1.57M +$1.57M +93,929 New
IWN
153
Independent Wealth Network
Iowa
$1.56M +$182K +10,901 +13%
IGWM
154
ICA Group Wealth Management
Colorado
$1.56M -$13.3K -798 -0.8%
SG
155
StoneX Group
New York
$1.55M -$575K -34,421 -27%
LI
156
LVZ Inc
Michigan
$1.55M +$211K +12,604 +16%
BAM
157
Belpointe Asset Management
Nevada
$1.55M -$202K -12,069 -12%
SWA
158
SFMG Wealth Advisors
Texas
$1.54M +$324K +19,626 +27%
ACA
159
Ascension Capital Advisors
Texas
$1.53M +$716K +42,876 +88%
MWA
160
Moser Wealth Advisors
Washington
$1.53M +$63.6K +3,809 +4%
IAN
161
Integrated Advisors Network
Texas
$1.53M +$53.9K +3,228 +4%
Susquehanna International Group
162
Susquehanna International Group
Pennsylvania
$1.49M -$103K -6,169 -6%
BEI
163
Benjamin Edwards Inc
Missouri
$1.47M +$15.1K +905 +1%
QWM
164
QP Wealth Management
New Jersey
$1.46M -$41.8K -2,508 -3%
ASN
165
Advisory Services Network
Georgia
$1.44M +$2.72K +163 +0.2%
CPIA
166
Cornell Pochily Investment Advisors
New York
$1.44M +$10.8K +648 +0.8%
PA
167
PSI Advisors
Florida
$1.43M -$83.7K -5,014 -6%
GVAG
168
Great Valley Advisor Group
Delaware
$1.42M +$170K +10,148 +14%
AWA
169
Arkadios Wealth Advisors
Georgia
$1.37M -$4.04K -242 -0.3%
MC
170
Moors & Cabot
Massachusetts
$1.36M +$57.6K +3,451 +4%
MIAN
171
Mariner Independent Advisor Network
Kansas
$1.35M -$550K -32,928 -29%
SB
172
Strategic Blueprint
Georgia
$1.34M -$207K -12,398 -13%
WCM
173
WealthBridge Capital Management
Ohio
$1.33M
DC
174
Davenport & Co
Virginia
$1.29M -$1.65M -99,000 -56%
CIAS
175
Capital Investment Advisory Services
North Carolina
$1.29M +$18.1K +1,085 +1%