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First Trust Preferred Securities and Income ETF

330 hedge funds and large institutions have $3.55B invested in First Trust Preferred Securities and Income ETF in 2021 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 162 increasing their positions, 85 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
-1
Holders Change %
-0.3%
% of All Funds
5.81%
Holding in Top 10
30
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20%
% of All Funds
0.53%
New
34
Increased
162
Reduced
85
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
226
PRW Wealth Management
Massachusetts
$514K +$212K +10,500 +70%
SFG
227
Summit Financial Group
West Virginia
$508K -$1.75K -87 -0.3%
CAMG
228
CWA Asset Management Group
Florida
$502K +$502K +24,922 New
RIA
229
Realta Investment Advisors
Delaware
$501K +$501K +24,851 New
TFS
230
TrustCore Financial Services
Tennessee
$472K
AWA
231
Arkadios Wealth Advisors
Georgia
$462K +$179K +8,912 +63%
CCP
232
Corient Capital Partners
California
$456K
APWA
233
Atlas Private Wealth Advisors
New Jersey
$452K +$36.2K +1,795 +9%
VCM
234
Vivaldi Capital Management
Illinois
$444K
MRCM
235
M&R Capital Management
New Jersey
$433K +$181 +9 +0%
BF
236
BOK Financial
Oklahoma
$427K -$28K -1,388 -6%
EWM
237
EPG Wealth Management
Georgia
$419K +$419K +20,792 New
ODCM
238
Old Dominion Capital Management
Virginia
$405K
TFCP
239
Twin Focus Capital Partners
Massachusetts
$403K
WIA
240
Wealthstreet Investment Advisors
Texas
$403K
WDA
241
Wendell David Associates
New Hampshire
$393K +$131K +6,500 +50%
BB
242
Busey Bank
Illinois
$386K -$16.6K -822 -4%
GWSG
243
GPS Wealth Strategies Group
Colorado
$386K +$108K +5,380 +39%
JWCA
244
J.W. Cole Advisors
Florida
$382K +$2.07K +103 +0.5%
IWA
245
IBEX Wealth Advisors
New Jersey
$372K +$1.25K +62 +0.3%
QAM
246
QCI Asset Management
New York
$357K -$18K -894 -5%
MOS
247
MGO One Seven
Ohio
$355K -$59.3K -2,951 -14%
SVWAG
248
Sound View Wealth Advisors Group
Georgia
$351K +$605 +30 +0.2%
KWM
249
Kingsview Wealth Management
Oregon
$350K -$344K -17,015 -50%
SWA
250
SFMG Wealth Advisors
Texas
$348K +$348K +17,284 New