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First Trust Preferred Securities and Income ETF

424 hedge funds and large institutions have $4.19B invested in First Trust Preferred Securities and Income ETF in 2022 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 119 increasing their positions, 190 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 43

13% more capital invested

Capital invested by funds: $3.7B → $4.19B (+$492M)

5% more funds holding

Funds holding: 402424 (+22)

0.55% more ownership

Funds ownership: 59.65%60.2% (+0.55%)

24% less funds holding in top 10

Funds holding in top 10: 2922 (-7)

37% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 190

Holders
424
Holders Change
+22
Holders Change %
+5.47%
% of All Funds
6.82%
Holding in Top 10
22
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-24.14%
% of All Funds
0.35%
New
72
Increased
119
Reduced
190
Closed
43
Calls
$604K
Puts
Net Calls
+$604K
Net Calls Change
+$604K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$854M -$86.1M -5,131,597 -9%
AWA
2
Arete Wealth Advisors
Illinois
$709M -$30K -1,791 -4%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$344M -$63.1M -3,758,832 -16%
UBS Group
4
UBS Group
Switzerland
$172M -$25M -1,492,251 -13%
LPL Financial
5
LPL Financial
California
$154M +$2.87M +171,137 +2%
Wells Fargo
6
Wells Fargo
California
$144M +$3.01M +179,216 +2%
Jane Street
7
Jane Street
New York
$132M +$89.3M +5,321,750 +208%
Bank of America
8
Bank of America
North Carolina
$119M -$14M -837,425 -11%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$94.4M -$5.34M -318,536 -6%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$92.4M -$18.9M -1,124,255 -17%
PNC
11
Park National Corp
Ohio
$68M -$5.32M -317,041 -7%
SA
12
Stonebridge Advisors
Connecticut
$53.9M +$42.7M +2,547,786 +386%
RJA
13
Raymond James & Associates
Florida
$45.9M +$2.91M +173,698 +7%
Osaic Holdings
14
Osaic Holdings
Arizona
$42.9M -$8.54M -509,306 -17%
Stifel Financial
15
Stifel Financial
Missouri
$42.6M -$1.45M -86,668 -3%
MMA
16
Miracle Mile Advisors
California
$35.7M -$11M -658,517 -24%
CTB
17
Country Trust Bank
Illinois
$35M -$2.72M -162,086 -7%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$34.5M -$14.9M -886,093 -30%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$33.3M -$6.44M -384,082 -16%
Truist Financial
20
Truist Financial
North Carolina
$28.4M -$4.08M -242,970 -13%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$25.7M -$1.53M -91,359 -6%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$25.4M +$3.63M +216,469 +17%
BFG
23
Berger Financial Group
Minnesota
$24.1M -$1.23M -73,543 -5%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$23.1M +$215K +12,794 +0.9%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$22.1M -$540K -32,193 -2%