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First Trust Preferred Securities and Income ETF

396 hedge funds and large institutions have $3.15B invested in First Trust Preferred Securities and Income ETF in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 138 increasing their positions, 161 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
Holders Change %
0%
% of All Funds
6.25%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.35%
New
45
Increased
138
Reduced
161
Closed
40
Calls
$125K
Puts
$34K
Net Calls
+$91K
Net Calls Change
+$23K
Name Holding Trade Value Shares
Change
Shares
Change %
PNC Financial Services Group
176
PNC Financial Services Group
Pennsylvania
$1.12M +$116K +7,288 +12%
QWM
177
QP Wealth Management
New Jersey
$1.11M -$10.4K -654 -0.9%
MFG
178
Mainsail Financial Group
Washington
$1.11M +$15.4K +966 +1%
PG
179
Patten Group
Tennessee
$1.1M +$154K +9,661 +16%
HIS
180
Harvest Investment Services
Illinois
$1.09M +$3.69K +231 +0.3%
JIP
181
Jaffetilchin Investment Partners
Florida
$1.07M +$114K +7,111 +12%
BSB
182
Bangor Savings Bank
Maine
$1.06M +$1.06M +66,645 New
BPA
183
Beacon Pointe Advisors
California
$1.06M -$2.07M -129,757 -66%
PG
184
Prostatis Group
Maryland
$1.04M +$1,000K +959,794 +2,575%
CFG
185
Cooper Financial Group
California
$1.04M -$942 -59 -0.1%
RG
186
Retirement Group
California
$1.03M -$91.3K -5,717 -8%
RJT
187
Raymond James Trust
Florida
$1.02M +$132K +8,285 +15%
US Bancorp
188
US Bancorp
Minnesota
$984K -$399K -24,986 -29%
SFPG
189
Stonebridge Financial Planning Group
Florida
$966K -$139K -8,712 -13%
AWM
190
Accel Wealth Management
Iowa
$931K -$2.12K -133 -0.2%
AFP
191
Ausdal Financial Partners
Iowa
$918K -$162K -10,166 -15%
First Trust Advisors
192
First Trust Advisors
Illinois
$860K +$43.9K +2,750 +5%
TA
193
TrueWealth Advisors
Alabama
$860K -$155K -9,735 -15%
AF
194
Advisornet Financial
Minnesota
$857K +$23.2K +1,454 +3%
CA
195
Claro Advisors
Massachusetts
$847K -$107K -6,683 -11%
RVPG
196
Relative Value Partners Group
$821K +$5.91K +370 +0.7%
AI
197
AXS Investments
New York
$799K +$799K +50,000 New
SRC
198
Shufro Rose & Co
New York
$770K
AWS
199
Aspen Wealth Strategies
Colorado
$753K -$160K -10,036 -18%
SIA
200
Soltis Investment Advisors
Utah
$750K +$750K +46,978 New