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First Trust Preferred Securities and Income ETF

402 hedge funds and large institutions have $4.13B invested in First Trust Preferred Securities and Income ETF in 2023 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 126 increasing their positions, 173 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
402
Holders Change
+16
Holders Change %
+4.15%
% of All Funds
5.89%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.28%
New
56
Increased
126
Reduced
173
Closed
36
Calls
$266K
Puts
$422K
Net Calls
-$156K
Net Calls Change
-$269K
Name Holding Trade Value Shares
Change
Shares
Change %
CCG
201
Cypress Capital Group
Florida
$779K -$108K -6,430 -12%
MA
202
MJP Associates
Connecticut
$752K +$122K +7,234 +19%
UB
203
UMB Bank
Missouri
$750K -$22.8K -1,352 -3%
SIA
204
Soltis Investment Advisors
Utah
$737K -$51.3K -3,043 -7%
RJT
205
Raymond James Trust
Florida
$728K -$402K -23,815 -36%
RFWA
206
RPg Family Wealth Advisory
Massachusetts
$726K -$10.5K -620 -1%
KIA
207
Kraematon Investment Advisors
Massachusetts
$721K +$43.5K +2,578 +6%
SRC
208
Shufro Rose & Co
New York
$690K
OIM
209
Oder Investment Management
California
$682K -$9.85K -584 -1%
PPP
210
Private Portfolio Partners
New Jersey
$674K +$93.1K +5,520 +16%
SC
211
Savant Capital
Illinois
$648K -$511K -30,317 -44%
LI
212
LVZ Inc
Michigan
$644K -$274K -16,271 -30%
MA
213
Mutual Advisors
Nebraska
$631K -$40.6K -2,406 -6%
MPCG
214
Matrix Private Capital Group
New York
$628K +$50.6K +3,000 +9%
NW
215
NewEdge Wealth
Pennsylvania
$627K
TA
216
TrueWealth Advisors
Alabama
$618K -$254K -15,079 -29%
MFP
217
Meridian Financial Partners
Virginia
$615K -$138K -8,169 -18%
TLA
218
Tanglewood Legacy Advisors
Texas
$611K +$275K +16,300 +82%
AF
219
Allworth Financial
California
$609K +$6.8K +403 +1%
SWM
220
Stockman Wealth Management
Montana
$601K +$31.6K +1,877 +6%
IA
221
IFG Advisory
Georgia
$581K +$53.2K +3,156 +10%
LFAS
222
Level Four Advisory Services
Texas
$559K +$559K +33,151 New
AAS
223
Ameritas Advisory Services
Nebraska
$548K -$787K -46,286 -59%
CSPIA
224
Cary Street Partners Investment Advisory
Virginia
$547K -$16.4K -974 -3%
CCG
225
Coastwise Capital Group
California
$546K +$1.94K +115 +0.4%