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First Trust Preferred Securities and Income ETF

354 hedge funds and large institutions have $4.12B invested in First Trust Preferred Securities and Income ETF in 2021 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 190 increasing their positions, 69 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
Holders Change
+24
Holders Change %
+7.27%
% of All Funds
6.18%
Holding in Top 10
36
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+20%
% of All Funds
0.63%
New
51
Increased
190
Reduced
69
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PPP
226
Private Portfolio Partners
New Jersey
$632K +$349K +16,943 +123%
MP
227
McDonald Partners
Ohio
$612K +$28K +1,357 +5%
MPCG
228
Matrix Private Capital Group
New York
$602K -$10.1K -491 -2%
CIBC World Market
229
CIBC World Market
Ontario, Canada
$602K +$602K +29,219 New
CFS
230
CRA Financial Services
New Jersey
$601K -$155K -7,500 -20%
ERWM
231
Elk River Wealth Management
Colorado
$578K -$3.09K -150 -0.5%
AWA
232
ARQ Wealth Advisors
Arizona
$577K +$41.3K +2,007 +8%
1W
233
1776 Wealth
Georgia
$555K +$18.6K +904 +3%
BAAM
234
Baker Avenue Asset Management
California
$528K
MA
235
Mezzasalma Advisors
New Jersey
$526K -$7.21K -350 -1%
RFWA
236
RPg Family Wealth Advisory
Massachusetts
$524K +$524K +25,420 New
SFG
237
Summit Financial Group
West Virginia
$519K
5L
238
55I LLC
Massachusetts
$503K +$503K +24,400 New
FPWM
239
FSB Premier Wealth Management
Iowa
$492K -$1.37M -66,673 -74%
VCM
240
Vivaldi Capital Management
Illinois
$489K +$38.3K +1,855 +8%
RIA
241
Realta Investment Advisors
Delaware
$470K -$42.5K -2,059 -8%
PTP
242
Platform Technology Partners
New York
$468K +$468K +22,735 New
CCP
243
Corient Capital Partners
California
$466K
APWA
244
Atlas Private Wealth Advisors
New Jersey
$461K -$720 -35 -0.2%
ARC
245
Advisor Resource Council
Texas
$454K +$454K +22,054 New
SDAM
246
Shulman DeMeo Asset Management
New York
$450K +$450K +21,849 New
MRCM
247
M&R Capital Management
New Jersey
$444K +$185 +9 +0%
TFS
248
TrustCore Financial Services
Tennessee
$437K -$46.1K -2,238 -10%
ODCM
249
Old Dominion Capital Management
Virginia
$414K
AWA
250
Arkadios Wealth Advisors
Georgia
$412K -$60.5K -2,939 -13%