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First Trust Preferred Securities and Income ETF

401 hedge funds and large institutions have $3.7B invested in First Trust Preferred Securities and Income ETF in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 142 increasing their positions, 150 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
-3
Holders Change %
-0.74%
% of All Funds
6.93%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.5%
New
40
Increased
142
Reduced
150
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RVPG
201
Relative Value Partners Group
$840K +$3.69K +221 +0.4%
PG
202
Prostatis Group
Maryland
$830K +$830K +49,711 New
FWP
203
FAS Wealth Partners
Kansas
$796K -$22.4K -1,343 -3%
APP
204
Avantax Planning Partners
Iowa
$786K +$42.3K +2,531 +6%
PPP
205
Private Portfolio Partners
New Jersey
$784K -$100K -6,007 -11%
AAMA
206
Advanced Asset Management Advisors
Ohio
$768K
AFA
207
American Financial Advisors
Georgia
$767K +$767K +45,957 New
TWM
208
Tradition Wealth Management
Minnesota
$763K +$697K +41,750 +1,053%
OA
209
Oxbow Advisors
Texas
$753K -$26K -1,559 -3%
CIBC World Market
210
CIBC World Market
Ontario, Canada
$749K -$266K -15,948 -26%
AWA
211
Arete Wealth Advisors
Illinois
$735K -$33.8K -2,026 -4%
SWM
212
SeaCrest Wealth Management
New York
$730K -$111K -6,621 -13%
First Trust Advisors
213
First Trust Advisors
Illinois
$700K +$83.5K +5,000 +14%
HFS
214
Howard Financial Services
Texas
$682K +$682K +40,821 New
MA
215
MJP Associates
Connecticut
$674K -$36.5K -2,186 -5%
NWA
216
Navis Wealth Advisors
New York
$668K
Bank of New York Mellon
217
Bank of New York Mellon
New York
$662K -$98K -5,875 -13%
CAPTRUST Financial Advisors
218
CAPTRUST Financial Advisors
North Carolina
$658K +$632K +37,839 +2,413%
WWM
219
Wagner Wealth Management
South Carolina
$645K -$41.1K -2,458 -6%
RG
220
Retirement Group
California
$640K -$837K -50,134 -57%
MPW
221
MGO Private Wealth
California
$625K +$625K +37,404 New
CCG
222
Coastwise Capital Group
California
$624K -$93.6K -5,601 -13%
JWBC
223
J.W. Burns & Co
New York
$586K -$125K -7,475 -18%
AFAS
224
Acorn Financial Advisory Services
Virginia
$579K
RFWA
225
RPg Family Wealth Advisory
Massachusetts
$574K