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First Trust Preferred Securities and Income ETF

386 hedge funds and large institutions have $3.08B invested in First Trust Preferred Securities and Income ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 136 increasing their positions, 166 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
-10
Holders Change %
-2.53%
% of All Funds
6.15%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.33%
New
32
Increased
136
Reduced
166
Closed
41
Calls
$113K
Puts
Net Calls
+$113K
Net Calls Change
+$22K
Name Holding Trade Value Shares
Change
Shares
Change %
WCM
176
WealthBridge Capital Management
Ohio
$991K -$173K -10,823 -15%
MWPCG
177
Measured Wealth Private Client Group
New Hampshire
$988K -$741K -46,419 -43%
RG
178
Retirement Group
California
$988K -$44.2K -2,769 -4%
BSB
179
Bangor Savings Bank
Maine
$977K -$87K -5,450 -8%
CFG
180
Cooper Financial Group
California
$975K -$60.7K -3,801 -6%
AF
181
Advisornet Financial
Minnesota
$965K +$108K +6,759 +13%
BCP
182
Blackhawk Capital Partners
Wisconsin
$956K +$275K +17,245 +40%
AWM
183
Accel Wealth Management
Iowa
$930K -$1.57K -98 -0.2%
US Bancorp
184
US Bancorp
Minnesota
$915K -$69.9K -4,374 -7%
LSA
185
Lion Street Advisors
Texas
$887K +$8.23K +515 +0.9%
AWS
186
Aspen Wealth Strategies
Colorado
$884K +$135K +8,514 +18%
First Trust Advisors
187
First Trust Advisors
Illinois
$870K +$10K +627 +1%
LI
188
LVZ Inc
Michigan
$870K -$795K -49,806 -48%
FWP
189
FAS Wealth Partners
Kansas
$843K +$843K +52,788 New
CCG
190
Cypress Capital Group
Florida
$841K -$316K -19,785 -27%
TA
191
TrueWealth Advisors
Alabama
$826K -$34.2K -2,143 -4%
SIA
192
Soltis Investment Advisors
Utah
$747K -$3.11K -195 -0.4%
UB
193
UMB Bank
Missouri
$732K
RFWA
194
RPg Family Wealth Advisory
Massachusetts
$698K -$10.8K -677 -2%
SFPG
195
Stonebridge Financial Planning Group
Florida
$693K -$273K -17,081 -28%
MFP
196
Meridian Financial Partners
Virginia
$693K +$693K +44,638 New
SRC
197
Shufro Rose & Co
New York
$690K -$79.9K -5,000 -10%
SB
198
Strategic Blueprint
Georgia
$669K +$57.6K +3,604 +9%
BCI
199
Brinker Capital Investments
Pennsylvania
$656K -$20.3K -1,270 -3%
OPS
200
Orion Portfolio Solutions
Nebraska
$656K -$20.3K -1,270 -3%