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First Trust Preferred Securities and Income ETF

403 hedge funds and large institutions have $3.24B invested in First Trust Preferred Securities and Income ETF in 2024 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 145 increasing their positions, 156 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
Holders Change %
0%
% of All Funds
5.86%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
43
Increased
145
Reduced
156
Closed
36
Calls
Puts
$174K
Net Calls
-$174K
Net Calls Change
+$139K
Name Holding Trade Value Shares
Change
Shares
Change %
BSB
176
Bangor Savings Bank
Maine
$1.06M
AWG
177
Altus Wealth Group
Colorado
$1.05M -$221K -12,729 -17%
GLA
178
Good Life Advisors
Pennsylvania
$1.03M +$102K +5,868 +11%
QPW
179
Quantum Private Wealth
Florida
$1.02M -$195K -11,233 -16%
MMA
180
Miracle Mile Advisors
California
$1.02M -$7.69M -443,116 -88%
LSA
181
Lion Street Advisors
Texas
$1M -$89.4K -5,149 -8%
BFG
182
Berger Financial Group
Minnesota
$987K -$91.5K -5,272 -8%
SW
183
SteelPeak Wealth
California
$987K +$513K +29,559 +108%
CFG
184
Cooper Financial Group
California
$978K +$556 +32 +0.1%
AWM
185
Accel Wealth Management
Iowa
$975K +$1.01K +58 +0.1%
DC
186
Davenport & Co
Virginia
$967K +$26.3K +1,514 +3%
RFA
187
ROI Financial Advisors
Oregon
$960K +$71K +4,071 +8%
CWM
188
Concentrum Wealth Management
California
$950K -$32.3K -1,860 -3%
SF
189
Summit Financial
New Jersey
$925K -$109K -6,271 -11%
PFS
190
Prospect Financial Services
New York
$921K +$76.5K +4,407 +9%
Brown Advisory
191
Brown Advisory
Maryland
$920K
AWS
192
Aspen Wealth Strategies
Colorado
$888K -$40.4K -2,290 -4%
LI
193
LRI Investments
Florida
$880K +$880K +50,704 New
CPIA
194
Cornell Pochily Investment Advisors
New York
$850K -$118K -6,792 -12%
RCIM
195
Red Cedar Investment Management
Michigan
$845K -$502K -28,918 -37%
SB
196
Strategic Blueprint
Georgia
$800K -$41K -2,361 -5%
P
197
&Partners
Tennessee
$795K -$40.3K -2,320 -5%
NWM
198
Northwest Wealth Management
Iowa
$788K +$3.26K +188 +0.4%
TA
199
TrueWealth Advisors
Alabama
$776K +$112K +6,448 +17%
1IA
200
1834 Investment Advisors
Wisconsin
$773K -$23K -1,324 -3%