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First Trust Preferred Securities and Income ETF

404 hedge funds and large institutions have $3.7B invested in First Trust Preferred Securities and Income ETF in 2022 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 109 increasing their positions, 192 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
-16
Holders Change %
-3.81%
% of All Funds
6.83%
Holding in Top 10
28
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-22.22%
% of All Funds
0.47%
New
44
Increased
109
Reduced
192
Closed
56
Calls
$291K
Puts
$174K
Net Calls
+$117K
Net Calls Change
-$2.56M
Name Holding Trade Value Shares
Change
Shares
Change %
GVAG
176
Great Valley Advisor Group
Delaware
$1.29M -$407K -23,625 -24%
SWA
177
SFMG Wealth Advisors
Texas
$1.27M +$169K +9,796 +15%
HIS
178
Harvest Investment Services
Illinois
$1.26M -$947 -55 -0.1%
PNC Financial Services Group
179
PNC Financial Services Group
Pennsylvania
$1.25M -$47K -2,727 -4%
OC
180
Oppenheimer & Co
New York
$1.23M -$371K -21,563 -23%
BRWA
181
B. Riley Wealth Advisors
Florida
$1.18M -$213K -12,361 -15%
NA
182
NewEdge Advisors
Louisiana
$1.14M -$32.6K -1,894 -3%
WS
183
Wedbush Securities
California
$1.1M -$197K -11,444 -15%
UCFA
184
United Capital Financial Advisors
Texas
$1.09M -$2.17M -125,746 -67%
AWM
185
Accel Wealth Management
Iowa
$1.07M -$26.7K -1,527 -2%
BPA
186
Beacon Pointe Advisors
California
$1.06M -$77.3K -4,486 -7%
IA
187
IFG Advisory
Georgia
$1.05M -$12.8K -743 -1%
AF
188
Allworth Financial
California
$1.05M +$6.03K +350 +0.6%
CIBC World Market
189
CIBC World Market
Ontario, Canada
$1.05M -$95.2K -5,530 -8%
PG
190
Patten Group
Tennessee
$1.01M -$16.3K -945 -2%
SI
191
Stephens Inc
Arkansas
$970K +$96.9K +5,626 +11%
BAS
192
Brown Advisory Securities
Maryland
$964K -$69K -4,000 -7%
CCM
193
Chiron Capital Management
Florida
$928K -$48.3K -2,800 -5%
RJT
194
Raymond James Trust
Florida
$928K +$268K +15,576 +41%
HH
195
Hilltop Holdings
Texas
$918K -$142K -8,253 -13%
PPP
196
Private Portfolio Partners
New Jersey
$913K -$143K -8,276 -14%
RVPG
197
Relative Value Partners Group
$910K +$6.83K +376 +0.8%
MFP
198
Meridian Financial Partners
Virginia
$895K +$895K +50,063 New
CA
199
Claro Advisors
Massachusetts
$877K -$1.15M -66,684 -57%
SWM
200
SeaCrest Wealth Management
New York
$868K -$38.6K -2,242 -4%