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First Trust Preferred Securities and Income ETF

402 hedge funds and large institutions have $4.13B invested in First Trust Preferred Securities and Income ETF in 2023 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 126 increasing their positions, 173 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
402
Holders Change
+16
Holders Change %
+4.15%
% of All Funds
5.89%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.28%
New
56
Increased
126
Reduced
173
Closed
36
Calls
$266K
Puts
$422K
Net Calls
-$156K
Net Calls Change
-$269K
Name Holding Trade Value Shares
Change
Shares
Change %
WAG
151
Wiser Advisor Group
Arizona
$1.49M +$1.49M +88,305 New
MFG
152
Mainsail Financial Group
Washington
$1.48M +$67.4K +3,998 +5%
FWP
153
FAS Wealth Partners
Kansas
$1.47M +$581K +34,483 +65%
BCM
154
Brookstone Capital Management
Illinois
$1.47M +$930K +55,171 +173%
SF
155
Summit Financial
New Jersey
$1.45M -$473K -28,031 -25%
SG
156
StoneX Group
New York
$1.45M +$6.29K +373 +0.4%
BFG
157
Berger Financial Group
Minnesota
$1.4M -$24.8M -1,472,286 -95%
JWCA
158
J.W. Cole Advisors
Florida
$1.32M +$12.8K +759 +1%
NWM
159
Northwest Wealth Management
Iowa
$1.32M +$5.19K +308 +0.4%
RCIM
160
Red Cedar Investment Management
Michigan
$1.31M
SF
161
Synovus Financial
Georgia
$1.31M +$22.1K +1,311 +2%
JIP
162
Jaffetilchin Investment Partners
Florida
$1.3M +$193K +11,438 +17%
PA
163
PSI Advisors
Florida
$1.3M -$45.9K -2,725 -3%
VIM
164
Vista Investment Management
Pennsylvania
$1.28M +$142K +8,420 +13%
NS
165
NBC Securities
Alabama
$1.26M +$20.6K +1,221 +2%
PG
166
Patten Group
Tennessee
$1.26M +$30.8K +1,828 +3%
WC
167
Waterloo Capital
Texas
$1.25M +$1.25M +74,005 New
MC
168
Moors & Cabot
Massachusetts
$1.25M +$76.2K +4,522 +7%
SFI
169
SPC Financial Inc
Maryland
$1.24M -$125K -7,400 -9%
WCM
170
WealthBridge Capital Management
Ohio
$1.21M +$159K +9,403 +15%
P
171
&Partners
Tennessee
$1.19M +$1.19M +71,002 New
HIS
172
Harvest Investment Services
Illinois
$1.19M +$1.19M +70,585 New
EL
173
Essex LLC
Illinois
$1.18M -$219K -13,010 -16%
AI
174
AXS Investments
New York
$1.18M +$16.9K +1,000 +1%
CW
175
Connectus Wealth
Ohio
$1.18M +$1.18M +70,000 New