FPE icon

First Trust Preferred Securities and Income ETF

396 hedge funds and large institutions have $3.1B invested in First Trust Preferred Securities and Income ETF in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 143 increasing their positions, 152 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
-27
Holders Change %
-6.38%
% of All Funds
6.34%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.3%
New
40
Increased
143
Reduced
152
Closed
58
Calls
$105K
Puts
$37K
Net Calls
+$68K
Net Calls Change
-$536K
Name Holding Trade Value Shares
Change
Shares
Change %
GRP
201
Global Retirement Partners
California
$793K +$272K +17,298 +52%
EIA
202
Eldridge Investment Advisors
New Hampshire
$785K +$785K +49,155 New
LNC
203
Lincoln National Corp
Pennsylvania
$784K -$58K -3,631 -7%
SRC
204
Shufro Rose & Co
New York
$769K
SB
205
Strategic Blueprint
Georgia
$768K -$53.1K -3,327 -6%
OL
206
Owen LaRue
Kentucky
$755K
TWM
207
Tradition Wealth Management
Minnesota
$736K -$170K -10,638 -19%
AAMA
208
Advanced Asset Management Advisors
Ohio
$734K
UB
209
UMB Bank
Missouri
$731K -$45.2K -2,835 -6%
OPS
210
Orion Portfolio Solutions
Nebraska
$674K +$65K +4,074 +11%
BCI
211
Brinker Capital Investments
Pennsylvania
$674K +$674K +42,216 New
CIG
212
Cascade Investment Group
Colorado
$669K -$46.3K -2,900 -6%
AWA
213
Arete Wealth Advisors
Illinois
$649K -$25.2K -1,577 -4%
OIM
214
Oder Investment Management
California
$627K +$627K +39,285 New
SWM
215
Stockman Wealth Management
Montana
$613K -$355K -22,246 -37%
AFA
216
American Financial Advisors
Georgia
$612K -$17K -1,066 -3%
AF
217
Allworth Financial
California
$606K -$44.7K -2,803 -7%
MA
218
MJP Associates
Connecticut
$601K -$21.6K -1,354 -3%
PG
219
Prostatis Group
Maryland
$595K +$595K +37,275 New
IA
220
IFG Advisory
Georgia
$588K -$43.6K -2,731 -7%
PWM
221
PRW Wealth Management
Massachusetts
$585K
PPP
222
Private Portfolio Partners
New Jersey
$576K -$130K -8,124 -18%
CCFM
223
Clear Creek Financial Management
Washington
$559K +$309K +19,353 +124%
RFWA
224
RPg Family Wealth Advisory
Massachusetts
$555K -$55.3K -3,465 -9%
KIA
225
Kraematon Investment Advisors
Massachusetts
$546K +$8.25K +517 +2%