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First Trust Preferred Securities and Income ETF

440 hedge funds and large institutions have $3.71B invested in First Trust Preferred Securities and Income ETF in 2024 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 187 increasing their positions, 123 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
440
Holders Change
+29
Holders Change %
+7.06%
% of All Funds
5.86%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.25%
New
76
Increased
187
Reduced
123
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GSWM
151
Golden State Wealth Management
California
$1.66M +$1.66M +93,941 New
SF
152
Synovus Financial
Georgia
$1.63M +$101K +5,734 +7%
HIS
153
Harvest Investment Services
Illinois
$1.6M +$371K +20,958 +30%
PG
154
Patten Group
Tennessee
$1.58M +$211K +11,916 +15%
IAIM
155
International Assets Investment Management
Florida
$1.53M -$25.9M -1,458,137 -94%
DAS
156
Dynamic Advisor Solutions
Arizona
$1.52M +$31K +1,754 +2%
WCM
157
WealthBridge Capital Management
Ohio
$1.52M +$59.4K +3,357 +4%
SFWA
158
Summit Financial Wealth Advisors
Louisiana
$1.5M +$1.02M +57,420 +210%
BPA
159
Beacon Pointe Advisors
California
$1.46M -$125K -7,045 -8%
PA
160
Parallel Advisors
California
$1.43M -$119K -6,742 -8%
PTC
161
Private Trust Company
Ohio
$1.38M -$279K -15,744 -17%
SF
162
Summit Financial
New Jersey
$1.38M -$110K -6,230 -7%
KA
163
Kovack Advisors
Florida
$1.37M -$1.6M -90,630 -54%
FWP
164
FAS Wealth Partners
Kansas
$1.37M -$70.6K -3,987 -5%
SOS
165
Silver Oak Securities
Tennessee
$1.36M +$1.12M +63,455 +471%
GCM
166
Gallacher Capital Management
Colorado
$1.35M -$185K -10,464 -12%
ACP
167
Argyle Capital Partners
California
$1.3M +$1.3M +73,642 New
WAG
168
Wiser Advisor Group
Arizona
$1.3M +$12.8K +722 +1%
SB
169
Strategic Blueprint
Georgia
$1.25M +$388K +21,899 +45%
PIA
170
Perennial Investment Advisors
California
$1.24M +$104K +5,865 +9%
PVI
171
Pine Valley Investments
New Jersey
$1.24M +$3.42K +193 +0.3%
MTC
172
Matrix Trust Company
Colorado
$1.2M +$1.03M +58,218 +609%
JIP
173
Jaffetilchin Investment Partners
Florida
$1.17M -$144K -8,126 -11%
PWA
174
PCG Wealth Advisors
Kansas
$1.16M +$745K +42,063 +180%
LSA
175
Lion Street Advisors
Texas
$1.15M +$124K +7,007 +12%