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First Trust Preferred Securities and Income ETF

423 hedge funds and large institutions have $4.19B invested in First Trust Preferred Securities and Income ETF in 2022 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 119 increasing their positions, 189 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
423
Holders Change
+22
Holders Change %
+5.49%
% of All Funds
6.82%
Holding in Top 10
22
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-24.14%
% of All Funds
0.35%
New
72
Increased
119
Reduced
189
Closed
43
Calls
$604K
Puts
Net Calls
+$604K
Net Calls Change
+$604K
Name Holding Trade Value Shares
Change
Shares
Change %
PNC Financial Services Group
201
PNC Financial Services Group
Pennsylvania
$1.02M -$128K -7,619 -11%
SWM
202
Stockman Wealth Management
Montana
$1.02M -$2.02M -120,015 -66%
FAM
203
Flaharty Asset Management
Florida
$986K -$31.3M -1,863,108 -97%
AWS
204
Aspen Wealth Strategies
Colorado
$983K +$983K +58,519 New
AWM
205
Accel Wealth Management
Iowa
$981K -$42.1K -2,505 -4%
TWM
206
Tradition Wealth Management
Minnesota
$953K +$185K +11,007 +24%
RJT
207
Raymond James Trust
Florida
$945K -$14.2K -845 -1%
LNC
208
Lincoln National Corp
Pennsylvania
$886K -$1.28M -76,372 -59%
FWP
209
FAS Wealth Partners
Kansas
$883K +$82.3K +4,901 +10%
SB
210
Strategic Blueprint
Georgia
$864K -$487K -28,996 -36%
RVPG
211
Relative Value Partners Group
$851K +$5.83K +347 +0.7%
CAPTRUST Financial Advisors
212
CAPTRUST Financial Advisors
North Carolina
$838K +$176K +10,485 +27%
SWP
213
ShoreHaven Wealth Partners
New Jersey
$837K -$1.03M -61,311 -55%
SF
214
Synovus Financial
Georgia
$837K +$310K +18,439 +59%
UB
215
UMB Bank
Missouri
$817K -$113K -6,740 -12%
SRC
216
Shufro Rose & Co
New York
$810K +$810K +48,200 New
AF
217
Advisornet Financial
Minnesota
$801K -$81.5K -4,854 -9%
UCFA
218
United Capital Financial Advisors
Texas
$800K -$235K -13,980 -23%
QWM
219
QP Wealth Management
New Jersey
$779K -$691K -41,123 -47%
AAMA
220
Advanced Asset Management Advisors
Ohio
$773K
OL
221
Owen LaRue
Kentucky
$755K +$755K +44,103 New
CIG
222
Cascade Investment Group
Colorado
$753K +$753K +44,792 New
PPP
223
Private Portfolio Partners
New Jersey
$743K -$45.9K -2,732 -6%
BCP
224
Blackhawk Capital Partners
Wisconsin
$742K +$742K +44,173 New
PG
225
Patten Group
Tennessee
$734K -$235K -13,980 -24%