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First Trust Preferred Securities and Income ETF

440 hedge funds and large institutions have $3.71B invested in First Trust Preferred Securities and Income ETF in 2024 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 187 increasing their positions, 123 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
440
Holders Change
+29
Holders Change %
+7.06%
% of All Funds
5.86%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.25%
New
76
Increased
187
Reduced
123
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EL
176
Essex LLC
Illinois
$1.14M -$1.51K -85 -0.1%
AWS
177
Aspen Wealth Strategies
Colorado
$1.14M +$236K +13,353 +26%
IAN
178
Integrated Advisors Network
Texas
$1.14M +$8.48K +479 +0.8%
AO
179
Advisor OS
Illinois
$1.12M -$7.79M -439,880 -87%
BCP
180
Blackhawk Capital Partners
Wisconsin
$1.12M -$1.45M -82,017 -57%
PFGIA
181
Patriot Financial Group Insurance Agency
Massachusetts
$1.09M -$23.6K -1,334 -2%
SWP
182
Summit Wealth Partners
Florida
$1.08M -$169K -9,561 -14%
PWM
183
Puff Wealth Management
New Jersey
$1.08M +$1.08M +60,848 New
JWCA
184
J.W. Cole Advisors
Florida
$1.07M -$123K -6,928 -10%
SW
185
SteelPeak Wealth
California
$1.07M -$8.51K -481 -0.8%
AAS
186
Ameritas Advisory Services
Nebraska
$1.04M -$215K -12,168 -17%
RFA
187
ROI Financial Advisors
Oregon
$1.03M +$6.94K +392 +0.7%
DC
188
Davenport & Co
Virginia
$1M +$15.6K +883 +2%
Brown Advisory
189
Brown Advisory
Maryland
$1M -$43.7K -2,467 -4%
BSB
190
Bangor Savings Bank
Maine
$991K -$49.5K -2,799 -5%
FPAS
191
Focus Partners Advisor Solutions
Missouri
$951K +$62.9K +3,551 +7%
AWM
192
Accel Wealth Management
Iowa
$936K -$49K -2,766 -5%
SFI
193
SPC Financial Inc
Maryland
$923K -$133K -7,495 -13%
RA
194
RiverTree Advisors
Florida
$916K +$916K +51,738 New
MMA
195
Miracle Mile Advisors
California
$914K -$119K -6,728 -12%
NWM
196
Northwest Wealth Management
Iowa
$903K +$98.1K +5,545 +12%
TA
197
TrueWealth Advisors
Alabama
$898K +$36.3K +2,050 +4%
PFS
198
Prospect Financial Services
New York
$891K +$8.2K +463 +0.9%
BFWM
199
Bright Futures Wealth Management
New York
$880K -$1.06M -59,759 -55%
BFG
200
Berger Financial Group
Minnesota
$862K -$50.4K -2,845 -6%