FPE icon

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 %
PMG
251
ProVise Management Group
Florida
$337K +$31.3K +1,556 +10%
CFG
252
Cooper Financial Group
California
$332K -$41.6K -2,066 -11%
MWA
253
Meridian Wealth Advisors
Texas
$332K +$3.3K +164 +1%
KOMWMG
254
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$314K +$3.67K +182 +1%
SCI
255
Stableford Capital II
Arizona
$308K
SFP
256
Strategic Financial Partners
Oregon
$307K -$9.06K -449 -3%
CCA
257
Cadent Capital Advisors
Oklahoma
$286K +$2.68K +133 +0.9%
MFP
258
Meridian Financial Partners
Virginia
$281K +$281K +13,786 New
PPP
259
Private Portfolio Partners
New Jersey
$277K +$45.7K +2,268 +20%
IA
260
IFP Advisors
Florida
$261K +$8.84K +440 +4%
WIA
261
World Investment Advisors
California
$260K +$50.8K +2,500 +24%
Mercer Global Advisors
262
Mercer Global Advisors
Colorado
$256K -$84.8K -4,212 -25%
Neuberger Berman Group
263
Neuberger Berman Group
New York
$235K -$20.1K -1,000 -8%
WWM
264
Wagner Wealth Management
South Carolina
$234K +$9.88K +490 +4%
CBFP
265
Cedar Brook Financial Partners
Ohio
$231K +$4.95K +246 +2%
CF
266
Centaurus Financial
California
$228K +$1.29K +64 +0.6%
TI
267
tru Independence
Oregon
$223K -$11.9K -592 -5%
RA
268
RFG Advisory
Alabama
$222K -$75.7K -3,761 -25%
PFA
269
Plotkin Financial Advisors
Maryland
$216K -$14.4K -713 -6%
T
270
TRUADVICE
Florida
$213K -$149K -7,311 -41%
MMM
271
Mendel Money Management
Illinois
$213K -$5.23K -260 -2%
IAN
272
Integrated Advisors Network
Texas
$210K +$210K +10,414 New
WIM
273
Westside Investment Management
California
$202K +$202K +10,000 New
CAL
274
Capital Advisors Ltd
Ohio
$198K
William Blair & Company
275
William Blair & Company
Illinois
$194K -$18.9K -934 -9%