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First Trust Preferred Securities and Income ETF

403 hedge funds and large institutions have $3.24B invested in First Trust Preferred Securities and Income ETF in 2024 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 145 increasing their positions, 156 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
Holders Change %
0%
% of All Funds
5.86%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
43
Increased
145
Reduced
156
Closed
36
Calls
Puts
$174K
Net Calls
-$174K
Net Calls Change
+$139K
Name Holding Trade Value Shares
Change
Shares
Change %
MWPCG
201
Measured Wealth Private Client Group
New Hampshire
$771K -$242K -13,946 -24%
MA
202
MJP Associates
Connecticut
$752K -$48.1K -2,769 -6%
AO
203
Advisor OS
Illinois
$735K -$8.27M -476,542 -92%
KIA
204
Kraematon Investment Advisors
Massachusetts
$715K -$43.8K -2,523 -6%
FTS
205
Fifth Third Securities
Ohio
$689K +$689K +39,665 New
AFP
206
Ausdal Financial Partners
Iowa
$676K -$223K -12,843 -25%
IA
207
IFG Advisory
Georgia
$674K +$54.6K +3,146 +9%
RJT
208
Raymond James Trust
Florida
$668K -$59.7K -3,441 -8%
MPCG
209
Matrix Private Capital Group
New York
$650K
WC
210
Waterloo Capital
Texas
$643K -$347K -20,007 -35%
MA
211
Mutual Advisors
Nebraska
$638K -$275K -15,750 -30%
OIM
212
Oder Investment Management
California
$636K -$66.3K -3,818 -9%
CCG
213
Cypress Capital Group
Florida
$619K -$145K -8,364 -19%
APP
214
Avantax Planning Partners
Iowa
$603K +$603K +34,752 New
WS
215
Wedbush Securities
California
$580K -$2.57K -148 -0.4%
SWM
216
Stockman Wealth Management
Montana
$575K -$44.6K -2,568 -7%
NW
217
NewEdge Wealth
Pennsylvania
$570K
PA
218
PSI Advisors
Florida
$567K -$508K -29,284 -47%
CCG
219
Coastwise Capital Group
California
$562K -$14.9K -856 -3%
CSPIA
220
Cary Street Partners Investment Advisory
Virginia
$549K -$29.4K -1,693 -5%
DF
221
Dunhill Financial
United Kingdom
$545K -$31.6K -1,818 -5%
PS
222
Principal Securities
Iowa
$542K +$13.8K +794 +3%
SIA
223
Soltis Investment Advisors
Utah
$535K +$535K +30,797 New
CIG
224
Cascade Investment Group
Colorado
$530K -$6.08K -350 -1%
LFAS
225
Level Four Advisory Services
Texas
$528K -$47.6K -2,740 -8%