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First Trust Preferred Securities and Income ETF

403 hedge funds and large institutions have $3.26B invested in First Trust Preferred Securities and Income ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 163 increasing their positions, 139 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
+1
Holders Change %
+0.25%
% of All Funds
5.84%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
44
Increased
163
Reduced
139
Closed
38
Calls
$35K
Puts
$348K
Net Calls
-$313K
Net Calls Change
-$157K
Name Holding Trade Value Shares
Change
Shares
Change %
PFS
201
Prospect Financial Services
New York
$842K +$401K +23,177 +91%
SB
202
Strategic Blueprint
Georgia
$839K -$970 -56 -0.1%
P
203
&Partners
Tennessee
$819K -$390K -22,898 -32%
MA
204
MJP Associates
Connecticut
$798K +$26.1K +1,505 +3%
1IA
205
1834 Investment Advisors
Wisconsin
$794K -$1.55M -89,308 -66%
US Bancorp
206
US Bancorp
Minnesota
$787K -$37.1K -2,141 -5%
NWM
207
Northwest Wealth Management
Iowa
$783K -$574K -33,143 -42%
CCG
208
Cypress Capital Group
Florida
$763K -$37.8K -2,180 -5%
KIA
209
Kraematon Investment Advisors
Massachusetts
$757K +$16.4K +947 +2%
RJT
210
Raymond James Trust
Florida
$726K -$22K -1,273 -3%
OIM
211
Oder Investment Management
California
$701K +$814 +47 +0.1%
AA
212
Apriem Advisors
California
$679K +$679K +39,179 New
TA
213
TrueWealth Advisors
Alabama
$663K +$28.1K +1,625 +4%
PNC Financial Services Group
214
PNC Financial Services Group
Pennsylvania
$662K -$219K -12,671 -25%
SOS
215
Silver Oak Securities
Tennessee
$651K +$423K +24,421 +185%
MPCG
216
Matrix Private Capital Group
New York
$648K +$3.15K +182 +0.5%
PPP
217
Private Portfolio Partners
New Jersey
$619K -$73.9K -4,268 -11%
SWM
218
Stockman Wealth Management
Montana
$619K +$1.07K +62 +0.2%
IA
219
IFG Advisory
Georgia
$618K +$20.6K +1,190 +3%
TLA
220
Tanglewood Legacy Advisors
Texas
$616K -$12.1K -700 -2%
WS
221
Wedbush Securities
California
$581K +$64.8K +3,742 +13%
CSPIA
222
Cary Street Partners Investment Advisory
Virginia
$577K +$14.6K +845 +3%
CCG
223
Coastwise Capital Group
California
$576K +$14.8K +855 +3%
DF
224
Dunhill Financial
United Kingdom
$575K -$433K -25,001 -43%
GSC
225
Ground Swell Capital
South Carolina
$567K +$567K +32,752 New