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First Trust Preferred Securities and Income ETF

403 hedge funds and large institutions have $3.24B invested in First Trust Preferred Securities and Income ETF in 2024 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 145 increasing their positions, 156 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
Holders Change %
0%
% of All Funds
5.86%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
43
Increased
145
Reduced
156
Closed
36
Calls
Puts
$174K
Net Calls
-$174K
Net Calls Change
+$139K
Name Holding Trade Value Shares
Change
Shares
Change %
BPA
151
Beacon Pointe Advisors
California
$1.58M -$482K -27,776 -23%
IAIM
152
International Assets Investment Management
Florida
$1.54M -$166K -9,570 -10%
FWP
153
FAS Wealth Partners
Kansas
$1.51M +$100K +5,759 +7%
SFC
154
Strategic Financial Concepts
Texas
$1.46M +$926K +190,646 +172%
NS
155
NBC Securities
Alabama
$1.43M +$73.9K +4,256 +5%
MC
156
Moors & Cabot
Massachusetts
$1.41M +$79K +4,550 +6%
SG
157
StoneX Group
New York
$1.41M +$39.9K +2,296 +3%
SF
158
Synovus Financial
Georgia
$1.37M -$39K -2,248 -3%
PG
159
Patten Group
Tennessee
$1.36M +$16.7K +961 +1%
FW
160
FullCircle Wealth
Texas
$1.33M +$1.33M +75,943 New
AAS
161
Ameritas Advisory Services
Nebraska
$1.26M -$115K -6,634 -8%
WAG
162
Wiser Advisor Group
Arizona
$1.26M -$230K -13,275 -15%
SWP
163
Summit Wealth Partners
Florida
$1.22M -$624K -35,916 -34%
HIS
164
Harvest Investment Services
Illinois
$1.2M -$20.1K -1,155 -2%
WCM
165
WealthBridge Capital Management
Ohio
$1.2M -$109K -6,290 -8%
FPAS
166
Focus Partners Advisor Solutions
Missouri
$1.19M +$1.19M +68,261 New
IGWM
167
ICA Group Wealth Management
Colorado
$1.18M -$690K -39,728 -37%
DAS
168
Dynamic Advisor Solutions
Arizona
$1.18M +$153K +8,802 +15%
JWCA
169
J.W. Cole Advisors
Florida
$1.18M -$64.4K -3,707 -5%
EL
170
Essex LLC
Illinois
$1.17M -$6.2K -357 -0.5%
Jones Financial Companies
171
Jones Financial Companies
Missouri
$1.17M +$691K +39,818 +143%
IAN
172
Integrated Advisors Network
Texas
$1.16M -$14.8K -851 -1%
JIP
173
Jaffetilchin Investment Partners
Florida
$1.14M -$17.8K -1,025 -2%
PFGIA
174
Patriot Financial Group Insurance Agency
Massachusetts
$1.13M +$7.95K +458 +0.7%
SFI
175
SPC Financial Inc
Maryland
$1.06M -$85.1K -4,900 -7%