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First Trust Preferred Securities and Income ETF

401 hedge funds and large institutions have $3.7B invested in First Trust Preferred Securities and Income ETF in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 142 increasing their positions, 150 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
-3
Holders Change %
-0.74%
% of All Funds
6.93%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.5%
New
40
Increased
142
Reduced
150
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TA
176
TrueWealth Advisors
Alabama
$1.24M -$484K -28,960 -28%
SFPG
177
Stonebridge Financial Planning Group
Florida
$1.23M -$160K -9,570 -12%
BPA
178
Beacon Pointe Advisors
California
$1.18M +$146K +8,778 +14%
CW
179
Connectus Wealth
Ohio
$1.17M +$1.17M +70,000 New
HIS
180
Harvest Investment Services
Illinois
$1.16M -$67.4K -4,033 -6%
PNC Financial Services Group
181
PNC Financial Services Group
Pennsylvania
$1.15M -$64.4K -3,852 -5%
JIP
182
Jaffetilchin Investment Partners
Florida
$1.12M -$644K -38,579 -37%
VCM
183
Vivaldi Capital Management
Illinois
$1.05M +$251K +15,000 +31%
OC
184
Oppenheimer & Co
New York
$1.05M -$145K -8,669 -12%
UCFA
185
United Capital Financial Advisors
Texas
$1.03M -$25K -1,496 -2%
AWM
186
Accel Wealth Management
Iowa
$1.03M +$928 +55 +0.1%
AF
187
Allworth Financial
California
$983K -$32.7K -1,957 -3%
WS
188
Wedbush Securities
California
$979K -$83K -4,967 -8%
PG
189
Patten Group
Tennessee
$965K -$10.7K -640 -1%
RJT
190
Raymond James Trust
Florida
$953K +$53.4K +3,200 +6%
SI
191
Stephens Inc
Arkansas
$945K +$4.91K +294 +0.5%
UB
192
UMB Bank
Missouri
$925K -$748K -44,809 -45%
IA
193
IFG Advisory
Georgia
$915K -$106K -6,336 -10%
SW
194
SVB Wealth
Massachusetts
$895K +$895K +53,580 New
OPS
195
Orion Portfolio Solutions
Nebraska
$889K +$889K +53,228 New
CFD
196
Creative Financial Designs
Indiana
$881K +$52.2K +3,126 +6%
CA
197
Claro Advisors
Massachusetts
$877K
AF
198
Advisornet Financial
Minnesota
$877K +$73.1K +4,378 +9%
CCM
199
Chiron Capital Management
Florida
$851K -$48.2K -2,887 -5%
FAIM
200
Financial Advocates Investment Management
Washington
$842K +$32.2K +1,390 +4%