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First Trust Preferred Securities and Income ETF

386 hedge funds and large institutions have $3.08B invested in First Trust Preferred Securities and Income ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 136 increasing their positions, 166 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
-10
Holders Change %
-2.53%
% of All Funds
6.15%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.33%
New
32
Increased
136
Reduced
166
Closed
41
Calls
$113K
Puts
Net Calls
+$113K
Net Calls Change
+$22K
Name Holding Trade Value Shares
Change
Shares
Change %
OIM
201
Oder Investment Management
California
$655K +$54.9K +3,440 +9%
BFO
202
Biltmore Family Office
North Carolina
$647K -$2.98M -186,301 -82%
KIA
203
Kraematon Investment Advisors
Massachusetts
$642K +$14.2K +888 +2%
MA
204
Mutual Advisors
Nebraska
$636K -$5.81K -364 -0.9%
Mercer Global Advisors
205
Mercer Global Advisors
Colorado
$618K +$618K +38,710 New
MA
206
MJP Associates
Connecticut
$596K +$15.5K +971 +3%
NW
207
NewEdge Wealth
Pennsylvania
$594K
AAMA
208
Advanced Asset Management Advisors
Ohio
$589K -$71.9K -4,500 -11%
CA
209
Claro Advisors
Massachusetts
$588K -$259K -16,196 -31%
AF
210
Allworth Financial
California
$571K +$2.49K +156 +0.4%
PPP
211
Private Portfolio Partners
New Jersey
$551K +$24K +1,503 +5%
MPCG
212
Matrix Private Capital Group
New York
$547K +$6.36K +398 +1%
SWM
213
Stockman Wealth Management
Montana
$539K -$58.2K -3,644 -10%
AWM
214
Atticus Wealth Management
Florida
$535K +$8.18K +512 +2%
CSPIA
215
Cary Street Partners Investment Advisory
Virginia
$534K +$113K +7,090 +27%
CCG
216
Coastwise Capital Group
California
$515K +$4.73K +296 +0.9%
IA
217
IFG Advisory
Georgia
$500K -$39.3K -2,458 -7%
CA
218
Cornerstone Advisory
Maryland
$496K +$34K +2,128 +7%
BCM
219
Brookstone Capital Management
Illinois
$496K +$273K +17,586 +123%
RIA
220
Realta Investment Advisors
Delaware
$488K -$25.5K -1,599 -5%
WS
221
Wedbush Securities
California
$483K -$13.8K -863 -3%
PVI
222
Pine Valley Investments
New Jersey
$471K -$16.4K -1,027 -3%
OL
223
Owen LaRue
Kentucky
$470K -$130K -8,122 -22%
FHB
224
First Hawaiian Bank
Hawaii
$465K
CAM
225
Cresset Asset Management
Illinois
$461K -$55.3K -3,462 -11%