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First Trust Preferred Securities and Income ETF

396 hedge funds and large institutions have $3.15B invested in First Trust Preferred Securities and Income ETF in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 138 increasing their positions, 161 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
Holders Change %
0%
% of All Funds
6.25%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.35%
New
45
Increased
138
Reduced
161
Closed
40
Calls
$125K
Puts
$34K
Net Calls
+$91K
Net Calls Change
+$23K
Name Holding Trade Value Shares
Change
Shares
Change %
UB
201
UMB Bank
Missouri
$732K
GRP
202
Global Retirement Partners
California
$719K -$87.5K -5,481 -11%
LFAS
203
Level Four Advisory Services
Texas
$713K -$4.07M -254,777 -85%
RFWA
204
RPg Family Wealth Advisory
Massachusetts
$709K +$154K +9,628 +28%
WSWA
205
Warren Street Wealth Advisors
California
$689K +$689K +27,964 New
BCP
206
Blackhawk Capital Partners
Wisconsin
$681K +$681K +42,618 New
BCI
207
Brinker Capital Investments
Pennsylvania
$677K +$2.35K +147 +0.3%
OPS
208
Orion Portfolio Solutions
Nebraska
$677K +$2.35K +147 +0.3%
AAMA
209
Advanced Asset Management Advisors
Ohio
$661K -$73.5K -4,600 -10%
IPW
210
Invictus Private Wealth
Colorado
$644K -$3.14M -196,642 -83%
MA
211
Mutual Advisors
Nebraska
$642K -$202K -12,669 -24%
FIA
212
Foundations Investment Advisors
Arizona
$638K +$638K +39,940 New
ACA
213
Aptus Capital Advisors
Alabama
$636K +$195K +12,185 +44%
KIA
214
Kraematon Investment Advisors
Massachusetts
$628K +$81K +5,072 +15%
SB
215
Strategic Blueprint
Georgia
$611K -$157K -9,828 -20%
OL
216
Owen LaRue
Kentucky
$602K -$105K -6,563 -15%
OIM
217
Oder Investment Management
California
$600K -$27.5K -1,719 -4%
SWM
218
Stockman Wealth Management
Montana
$598K -$15.9K -994 -3%
NW
219
NewEdge Wealth
Pennsylvania
$594K +$594K +37,201 New
MA
220
MJP Associates
Connecticut
$581K -$20.5K -1,283 -3%
AF
221
Allworth Financial
California
$568K -$38.4K -2,405 -6%
MFG
222
Merit Financial Group
Georgia
$551K +$304K +19,047 +123%
AFA
223
American Financial Advisors
Georgia
$548K -$64.4K -4,034 -11%
MPCG
224
Matrix Private Capital Group
New York
$541K +$79.9K +5,000 +17%
IA
225
IFG Advisory
Georgia
$539K -$48.6K -3,044 -8%