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First Trust Preferred Securities and Income ETF

420 hedge funds and large institutions have $4.53B invested in First Trust Preferred Securities and Income ETF in 2022 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 151 increasing their positions, 151 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
+15
Holders Change %
+3.7%
% of All Funds
6.65%
Holding in Top 10
36
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.7%
% of All Funds
0.57%
New
59
Increased
151
Reduced
151
Closed
40
Calls
$2.67M
Puts
$1K
Net Calls
+$2.67M
Net Calls Change
+$2.67M
Name Holding Trade Value Shares
Change
Shares
Change %
CCFM
201
Clear Creek Financial Management
Washington
$1.23M -$417K -21,934 -25%
SWA
202
SFMG Wealth Advisors
Texas
$1.21M +$111K +5,834 +10%
AWM
203
Accel Wealth Management
Iowa
$1.19M +$59.5K +3,119 +5%
CIAS
204
Capital Investment Advisory Services
North Carolina
$1.18M +$1.18M +61,987 New
IA
205
IFG Advisory
Georgia
$1.18M -$85.9K -4,517 -7%
HH
206
Hilltop Holdings
Texas
$1.17M -$511K -26,864 -30%
PPP
207
Private Portfolio Partners
New Jersey
$1.16M +$21.2K +1,115 +2%
SW
208
SteelPeak Wealth
California
$1.16M -$2.49K -131 -0.2%
AFA
209
American Financial Advisors
Georgia
$1.15M -$60.7K -3,189 -5%
AF
210
Allworth Financial
California
$1.15M -$4.47M -235,027 -80%
Thrivent Financial for Lutherans
211
Thrivent Financial for Lutherans
Minnesota
$1.15M +$1.15M +60,369 New
BAS
212
Brown Advisory Securities
Maryland
$1.14M -$178K -9,350 -14%
PG
213
Patten Group
Tennessee
$1.13M -$221K -11,632 -16%
CAM
214
Cozad Asset Management
Illinois
$1.11M +$14.7K +773 +1%
PWS
215
Peterson Wealth Services
Utah
$1.1M +$121K +6,372 +12%
VAS
216
Vestmark Advisory Solutions
Massachusetts
$1.09M -$856K -45,039 -44%
CCM
217
Chiron Capital Management
Florida
$1.08M +$80.2K +4,220 +8%
VCM
218
Virtue Capital Management
Tennessee
$1.05M -$24.8K -1,303 -2%
AWM
219
AE Wealth Management
Kansas
$1.04M -$43K -2,262 -4%
C
220
CEDRUS
Colorado
$1.03M +$66.6K +3,500 +7%
SWM
221
SeaCrest Wealth Management
New York
$1M -$12.9K -677 -1%
SI
222
Stephens Inc
Arkansas
$964K +$9.39K +494 +1%
RVPG
223
Relative Value Partners Group
$946K +$4.93K +259 +0.5%
AWA
224
Arete Wealth Advisors
Illinois
$942K -$130K -6,844 -12%
ACA
225
Ascension Capital Advisors
Texas
$929K