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First Trust Preferred Securities and Income ETF

356 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, 191 increasing their positions, 70 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 70

96% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 26

20% more funds holding in top 10

Funds holding in top 10: 3036 (+6)

16% more capital invested

Capital invested by funds: $3.55B → $4.12B (+$574M)

7% more funds holding

Funds holding: 333356 (+23)

1.52% more ownership

Funds ownership: 57.17%58.69% (+1.5%)

Holders
356
Holders Change
+23
Holders Change %
+6.91%
% of All Funds
6.2%
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
191
Reduced
70
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SF
226
Summit Financial
New Jersey
$637K +$631K +30,906 New
PPP
227
Private Portfolio Partners
New Jersey
$632K +$346K +16,943 +123%
MP
228
McDonald Partners
Ohio
$612K +$27.7K +1,357 +5%
MPCG
229
Matrix Private Capital Group
New York
$602K -$10K -491 -2%
CIBC World Market
230
CIBC World Market
Ontario, Canada
$602K +$596K +29,219 New
CFS
231
CRA Financial Services
New Jersey
$601K -$153K -7,500 -20%
ERWM
232
Elk River Wealth Management
Colorado
$578K -$3.06K -150 -0.5%
AWA
233
ARQ Wealth Advisors
Arizona
$577K +$41K +2,007 +8%
1W
234
1776 Wealth
Georgia
$555K +$18.4K +904 +3%
BAAM
235
Baker Avenue Asset Management
California
$528K
MA
236
Mezzasalma Advisors
New Jersey
$526K -$7.14K -350 -1%
RFWA
237
RPg Family Wealth Advisory
Massachusetts
$524K +$519K +25,420 New
SFG
238
Summit Financial Group
West Virginia
$519K
5L
239
55I LLC
Massachusetts
$503K +$498K +24,400 New
FPWM
240
FSB Premier Wealth Management
Iowa
$492K -$1.36M -66,673 -74%
VCM
241
Vivaldi Capital Management
Illinois
$489K +$37.9K +1,855 +8%
RIA
242
Realta Investment Advisors
Delaware
$470K -$42K -2,059 -8%
PTP
243
Platform Technology Partners
New York
$468K +$464K +22,735 New
CCP
244
Corient Capital Partners
California
$466K
APWA
245
Atlas Private Wealth Advisors
New Jersey
$461K -$714 -35 -0.2%
ARC
246
Advisor Resource Council
Texas
$454K +$450K +22,054 New
SDAM
247
Shulman DeMeo Asset Management
New York
$450K +$446K +21,849 New
MRCM
248
M&R Capital Management
New Jersey
$444K +$184 +9 +0%
TFS
249
TrustCore Financial Services
Tennessee
$437K -$45.7K -2,238 -10%
ODCM
250
Old Dominion Capital Management
Virginia
$414K