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First Trust Preferred Securities and Income ETF

423 hedge funds and large institutions have $4.19B invested in First Trust Preferred Securities and Income ETF in 2022 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 119 increasing their positions, 189 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
423
Holders Change
+22
Holders Change %
+5.49%
% of All Funds
6.82%
Holding in Top 10
22
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-24.14%
% of All Funds
0.35%
New
72
Increased
119
Reduced
189
Closed
43
Calls
$604K
Puts
Net Calls
+$604K
Net Calls Change
+$604K
Name Holding Trade Value Shares
Change
Shares
Change %
CWA
151
Continuum Wealth Advisors
New York
$1.72M +$1.72M +102,640 New
PWA
152
PCG Wealth Advisors
Kansas
$1.71M +$1.71M +102,014 New
VAS
153
Vestmark Advisory Solutions
Massachusetts
$1.68M +$1.18M +70,125 +234%
IWC
154
Integrated Wealth Concepts
Massachusetts
$1.68M +$74.9K +4,455 +5%
PFGIA
155
Patriot Financial Group Insurance Agency
Massachusetts
$1.67M -$850K -50,585 -34%
SFI
156
SPC Financial Inc
Maryland
$1.66M -$118K -6,996 -7%
SCA
157
Snowden Capital Advisors
New York
$1.65M -$3.62M -215,692 -69%
SG
158
StoneX Group
New York
$1.63M +$70.8K +4,213 +5%
MWA
159
Moser Wealth Advisors
Washington
$1.62M +$85.1K +5,068 +6%
SC
160
Savant Capital
Illinois
$1.61M +$1.61M +95,881 New
IWN
161
Independent Wealth Network
Iowa
$1.6M +$33K +1,967 +2%
ACA
162
Ascension Capital Advisors
Texas
$1.58M +$41.1K +2,447 +3%
BFG
163
Baron Financial Group
New Jersey
$1.58M -$420 -25 -0%
IAIM
164
International Assets Investment Management
Florida
$1.56M +$1.56M +92,855 New
IGWM
165
ICA Group Wealth Management
Colorado
$1.56M -$8.08K -481 -0.5%
PTC
166
Private Trust Company
Ohio
$1.53M -$129K -7,700 -8%
CWM
167
Concentrum Wealth Management
California
$1.51M -$125K -7,414 -8%
AFM
168
Andesa Financial Management
Pennsylvania
$1.49M -$1.4M -83,532 -48%
BEI
169
Benjamin Edwards Inc
Missouri
$1.49M +$11.6K +693 +0.8%
GSIAS
170
Garden State Investment Advisory Services
New Jersey
$1.44M +$1.44M +85,707 New
PA
171
PSI Advisors
Florida
$1.42M -$23.6K -1,406 -2%
GVAG
172
Great Valley Advisor Group
Delaware
$1.41M -$18.8K -1,120 -1%
CAMG
173
CWA Asset Management Group
Florida
$1.39M -$259K -15,397 -16%
NW
174
NewEdge Wealth
Pennsylvania
$1.36M +$1.36M +81,242 New
QPW
175
Quantum Private Wealth
Florida
$1.35M -$245K -14,612 -15%