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First Trust Preferred Securities and Income ETF

396 hedge funds and large institutions have $3.1B invested in First Trust Preferred Securities and Income ETF in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 143 increasing their positions, 152 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
-27
Holders Change %
-6.38%
% of All Funds
6.34%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.3%
New
40
Increased
143
Reduced
152
Closed
58
Calls
$105K
Puts
$37K
Net Calls
+$68K
Net Calls Change
-$536K
Name Holding Trade Value Shares
Change
Shares
Change %
SFPG
176
Stonebridge Financial Planning Group
Florida
$1.1M +$9.05K +567 +0.8%
MFG
177
Mainsail Financial Group
Washington
$1.09M +$25.8K +1,611 +2%
HIS
178
Harvest Investment Services
Illinois
$1.09M -$40.4K -2,532 -4%
AFP
179
Ausdal Financial Partners
Iowa
$1.08M +$778K +48,728 +258%
MC
180
Moors & Cabot
Massachusetts
$1.06M -$137K -8,555 -11%
Citadel Advisors
181
Citadel Advisors
Florida
$1.04M +$662K +41,503 +177%
CFG
182
Cooper Financial Group
California
$1.04M +$869K +54,470 +522%
TA
183
TrueWealth Advisors
Alabama
$1.01M -$112K -7,034 -10%
BAM
184
Belpointe Asset Management
Nevada
$1.01M +$314K +19,688 +45%
PNC Financial Services Group
185
PNC Financial Services Group
Pennsylvania
$999K +$26.5K +1,658 +3%
QA
186
Quantitative Advantage
Minnesota
$966K +$335K +20,993 +53%
AFM
187
Andesa Financial Management
Pennsylvania
$962K -$181K -14,046 -16%
JIP
188
Jaffetilchin Investment Partners
Florida
$958K -$69.3K -4,340 -7%
CA
189
Claro Advisors
Massachusetts
$953K -$80.9K -5,071 -8%
PG
190
Patten Group
Tennessee
$949K +$252K +15,759 +36%
AWM
191
Accel Wealth Management
Iowa
$933K +$1.02K +64 +0.1%
AWS
192
Aspen Wealth Strategies
Colorado
$913K -$21.4K -1,340 -2%
LSA
193
Lion Street Advisors
Texas
$911K +$600K +37,593 +193%
SF
194
Synovus Financial
Georgia
$907K +$112K +7,003 +14%
FWP
195
FAS Wealth Partners
Kansas
$897K +$57.8K +3,624 +7%
RJT
196
Raymond James Trust
Florida
$885K -$12.2K -763 -1%
MA
197
Mutual Advisors
Nebraska
$844K +$172K +10,779 +26%
AF
198
Advisornet Financial
Minnesota
$834K +$73.1K +4,579 +10%
First Trust Advisors
199
First Trust Advisors
Illinois
$816K +$142K +8,900 +21%
RVPG
200
Relative Value Partners Group
$814K +$5.73K +359 +0.7%