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First Trust Preferred Securities and Income ETF

440 hedge funds and large institutions have $3.71B invested in First Trust Preferred Securities and Income ETF in 2024 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 187 increasing their positions, 123 reducing their positions, and 36 closing their positions.

Holders
440
Holders Change
+29
Holders Change %
+7.06%
% of All Funds
5.86%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.25%
New
76
Increased
187
Reduced
123
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$896M 50,633,751 +1,869,067 +4%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$297M 16,800,881 +286,168 +2%
Wells Fargo
3
Wells Fargo
California
$243M 13,744,821 +1,005,457 +8%
LPL Financial
4
LPL Financial
California
$231M 13,028,056 +1,151,344 +10%
UBS Group
5
UBS Group
Switzerland
$169M 9,525,874 -169,480 -2%
Raymond James Financial
6
Raymond James Financial
Florida
$152M 8,567,404 +8,567,404 New
Bank of America
7
Bank of America
North Carolina
$126M 7,093,224 +921,292 +15%
HighTower Advisors
8
HighTower Advisors
Illinois
$51.4M 2,905,210 +154,909 +6%
PNC
9
Park National Corp
Ohio
$48M 2,713,574 -235,796 -8%
KAS
10
Kestra Advisory Services
Texas
$43.8M 2,476,663 +198,154 +9%
Ameriprise
11
Ameriprise
Minnesota
$43.3M 2,448,070 +1,080,589 +79%
SA
12
Stonebridge Advisors
Connecticut
$40.5M 2,289,907 +2,098,695 +1,098%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$38.1M 2,152,252 +358,369 +20%
Stifel Financial
14
Stifel Financial
Missouri
$36.9M 2,086,331 +29,609 +1%
AAP
15
Arax Advisory Partners
Colorado
$34.1M 1,928,594 +396,606 +26%
Osaic Holdings
16
Osaic Holdings
Arizona
$33.7M 1,905,576 +314,943 +20%
PFS
17
Prospera Financial Services
Texas
$32.6M 1,841,207 +219,195 +14%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$32.4M 1,832,157 -7,909 -0.4%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$29.2M 1,649,670 +24,575 +2%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$28.8M 1,629,200 -2,619 -0.2%
MCM
21
MAI Capital Management
Ohio
$27.2M 1,536,412 +1,536,412 New
OPAM
22
Ocean Park Asset Management
California
$26.7M 1,507,144
MFG
23
Magnus Financial Group
New York
$26.2M 1,482,254 +57,194 +4%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$25.6M 1,448,359 +122,741 +9%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$25.2M 1,425,555 -33,223 -2%