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First Trust Preferred Securities and Income ETF

411 hedge funds and large institutions have $3.51B invested in First Trust Preferred Securities and Income ETF in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 175 increasing their positions, 135 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
+8
Holders Change %
+1.99%
% of All Funds
5.95%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.25%
New
47
Increased
175
Reduced
135
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RCIM
201
Red Cedar Investment Management
Michigan
$881K
CPIA
202
Cornell Pochily Investment Advisors
New York
$857K -$28.9K -1,598 -3%
NWM
203
Northwest Wealth Management
Iowa
$823K +$1.5K +83 +0.2%
CIS
204
Custom Index Systems
New York
$758K +$758K +41,889 New
MW
205
Maia Wealth
Colorado
$740K +$740K +41,133 New
FHC
206
First Heartland Consultants
Missouri
$727K +$2.26K +125 +0.3%
IA
207
IFG Advisory
Georgia
$717K +$14.4K +793 +2%
AFP
208
Ausdal Financial Partners
Iowa
$706K +$1.47K +81 +0.2%
MPCG
209
Matrix Private Capital Group
New York
$678K
MA
210
Mutual Advisors
Nebraska
$677K +$20K +1,113 +3%
FTS
211
Fifth Third Securities
Ohio
$664K -$54K -2,984 -8%
WI
212
Wintrust Investments
Illinois
$648K -$5.64M -311,815 -90%
KIA
213
Kraematon Investment Advisors
Massachusetts
$645K -$101K -5,553 -13%
OIM
214
Oder Investment Management
California
$645K -$18.3K -1,012 -3%
CCG
215
Cypress Capital Group
Florida
$639K -$6.34K -350 -1%
APP
216
Avantax Planning Partners
Iowa
$638K +$9.12K +504 +1%
PPP
217
Private Portfolio Partners
New Jersey
$627K +$627K +34,664 New
1IA
218
1834 Investment Advisors
Wisconsin
$608K -$198K -10,931 -25%
SIA
219
Soltis Investment Advisors
Utah
$607K +$50K +2,761 +9%
WC
220
Waterloo Capital
Texas
$605K -$64.9K -3,584 -10%
CCG
221
Coastwise Capital Group
California
$595K +$9.43K +521 +2%
SWM
222
Stockman Wealth Management
Montana
$587K -$12.8K -705 -2%
LFAS
223
Level Four Advisory Services
Texas
$579K +$35.1K +1,962 +6%
TWM
224
TCFG Wealth Management
California
$569K +$569K +31,457 New
GLA
225
Good Life Advisors
Pennsylvania
$558K -$520K -28,754 -48%