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First Trust Preferred Securities and Income ETF

402 hedge funds and large institutions have $4.13B invested in First Trust Preferred Securities and Income ETF in 2023 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 126 increasing their positions, 173 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
402
Holders Change
+16
Holders Change %
+4.15%
% of All Funds
5.89%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.28%
New
56
Increased
126
Reduced
173
Closed
36
Calls
$266K
Puts
$422K
Net Calls
-$156K
Net Calls Change
-$269K
Name Holding Trade Value Shares
Change
Shares
Change %
QPW
176
Quantum Private Wealth
Florida
$1.18M -$26.2K -1,553 -2%
PFGIA
177
Patriot Financial Group Insurance Agency
Massachusetts
$1.15M -$70.4K -4,175 -6%
SCA
178
Snowden Capital Advisors
New York
$1.15M -$280K -16,599 -20%
IAN
179
Integrated Advisors Network
Texas
$1.14M -$62.3K -3,694 -5%
AF
180
Advisornet Financial
Minnesota
$1.08M +$64.7K +3,837 +6%
LSA
181
Lion Street Advisors
Texas
$1.06M +$124K +7,339 +13%
BSB
182
Bangor Savings Bank
Maine
$1.03M -$2.36K -140 -0.2%
MWPCG
183
Measured Wealth Private Client Group
New Hampshire
$994K -$49K -2,904 -5%
DF
184
Dunhill Financial
United Kingdom
$981K -$4.87M -288,900 -83%
CPIA
185
Cornell Pochily Investment Advisors
New York
$968K -$202K -11,954 -17%
CWM
186
Concentrum Wealth Management
California
$967K -$440K -26,080 -31%
DC
187
Davenport & Co
Virginia
$960K -$104K -6,146 -10%
AWM
188
Accel Wealth Management
Iowa
$955K -$26.7K -1,581 -3%
CFG
189
Cooper Financial Group
California
$948K -$80.8K -4,793 -8%
CL
190
Choreo LLC
Illinois
$925K +$925K +54,841 New
Brown Advisory
191
Brown Advisory
Maryland
$917K -$331K -19,641 -27%
AWS
192
Aspen Wealth Strategies
Colorado
$914K -$24.8K -1,471 -3%
Citadel Advisors
193
Citadel Advisors
Florida
$876K +$413K +24,472 +89%
AFP
194
Ausdal Financial Partners
Iowa
$873K -$185K -10,999 -18%
RFA
195
ROI Financial Advisors
Oregon
$868K +$868K +51,489 New
First Trust Advisors
196
First Trust Advisors
Illinois
$863K -$56.1K -3,330 -6%
PNC Financial Services Group
197
PNC Financial Services Group
Pennsylvania
$858K -$361K -21,422 -30%
SB
198
Strategic Blueprint
Georgia
$818K +$112K +6,628 +16%
US Bancorp
199
US Bancorp
Minnesota
$802K -$163K -9,680 -17%
ASN
200
Advisory Services Network
Georgia
$801K -$4.98M -295,617 -86%