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First Trust Preferred Securities and Income ETF

386 hedge funds and large institutions have $3.08B invested in First Trust Preferred Securities and Income ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 136 increasing their positions, 166 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
-10
Holders Change %
-2.53%
% of All Funds
6.15%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.33%
New
32
Increased
136
Reduced
166
Closed
41
Calls
$113K
Puts
Net Calls
+$113K
Net Calls Change
+$22K
Name Holding Trade Value Shares
Change
Shares
Change %
PG
151
Prostatis Group
Maryland
$1.25M -$15.1M -921,128 -92%
NWM
152
Northwest Wealth Management
Iowa
$1.25M -$67.2K -4,210 -5%
JWCA
153
J.W. Cole Advisors
Florida
$1.24M +$51.6K +3,228 +4%
RCIM
154
Red Cedar Investment Management
Michigan
$1.24M -$6.19M -387,294 -83%
AAS
155
Ameritas Advisory Services
Nebraska
$1.23M -$185K -11,873 -13%
SF
156
Synovus Financial
Georgia
$1.22M -$88K -5,510 -7%
GVAG
157
Great Valley Advisor Group
Delaware
$1.19M -$182K -11,370 -13%
Brown Advisory
158
Brown Advisory
Maryland
$1.18M -$8K -501 -0.7%
NS
159
NBC Securities
Alabama
$1.18M +$1.18M +73,671 New
PFGIA
160
Patriot Financial Group Insurance Agency
Massachusetts
$1.16M -$61.8K -3,867 -5%
PG
161
Patten Group
Tennessee
$1.16M +$56.3K +3,523 +5%
PNC Financial Services Group
162
PNC Financial Services Group
Pennsylvania
$1.15M +$38.7K +2,423 +3%
QPW
163
Quantum Private Wealth
Florida
$1.14M -$79.8K -4,999 -7%
IAN
164
Integrated Advisors Network
Texas
$1.14M -$139K -8,680 -11%
MC
165
Moors & Cabot
Massachusetts
$1.11M -$49.5K -3,102 -4%
CPIA
166
Cornell Pochily Investment Advisors
New York
$1.11M -$47.7K -2,988 -4%
AI
167
AXS Investments
New York
$1.1M +$303K +19,000 +38%
SC
168
Savant Capital
Illinois
$1.1M -$209K -13,102 -16%
QWM
169
QP Wealth Management
New Jersey
$1.08M -$30.3K -1,895 -3%
VIM
170
Vista Investment Management
Pennsylvania
$1.08M -$134K -8,391 -11%
RJT
171
Raymond James Trust
Florida
$1.07M +$52.4K +3,280 +5%
CFS
172
Commonwealth Financial Services
West Virginia
$1.05M +$1.05M +66,028 New
JIP
173
Jaffetilchin Investment Partners
Florida
$1.05M -$22.5K -1,408 -2%
DC
174
Davenport & Co
Virginia
$1.01M -$169K -10,579 -14%
AFP
175
Ausdal Financial Partners
Iowa
$1M +$85.1K +5,328 +9%