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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
AWA
251
Arkadios Wealth Advisors
Georgia
$412K -$60K -2,939 -13%
SFP
252
Strategic Financial Partners
Oregon
$410K +$95.5K +4,679 +31%
KWM
253
Kingsview Wealth Management
Oregon
$406K +$48.8K +2,390 +14%
WDA
254
Wendell David Associates
New Hampshire
$402K
TCM
255
Tuttle Capital Management
Connecticut
$398K +$395K +19,338 New
JWCA
256
J.W. Cole Advisors
Florida
$392K +$1.1K +54 +0.3%
BPA
257
Beacon Pointe Advisors
California
$388K +$385K +18,850 New
GWSG
258
GPS Wealth Strategies Group
Colorado
$376K -$19K -930 -5%
CF
259
Centaurus Financial
California
$372K +$137K +6,705 +59%
QAM
260
QCI Asset Management
New York
$363K -$2.37K -116 -0.7%
MOS
261
MGO One Seven
Ohio
$363K -$755 -37 -0.2%
BWA
262
Beam Wealth Advisors
Louisiana
$361K -$311K -15,218 -46%
EWM
263
EPG Wealth Management
Georgia
$361K -$66.6K -3,263 -16%
BB
264
Busey Bank
Illinois
$359K -$35.2K -1,723 -9%
CCA
265
Cadent Capital Advisors
Oklahoma
$358K +$65.7K +3,221 +23%
WWMSC
266
Wagner Wealth Management (South Carolina)
South Carolina
$352K +$112K +5,468 +47%
SNB
267
Security National Bank
Nebraska
$345K +$342K +16,750 New
MWA
268
Meridian Wealth Advisors
Texas
$343K +$3.06K +150 +0.9%
SVWAG
269
Sound View Wealth Advisors Group
Georgia
$340K -$18.5K -908 -5%
IWA
270
IBEX Wealth Advisors
New Jersey
$338K -$41.4K -2,029 -11%
KOMWMG
271
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$324K +$3.41K +167 +1%
WP
272
WealthShield Partners
North Carolina
$323K +$320K +15,695 New
SCI
273
Stableford Capital II
Arizona
$315K
SWA
274
SFMG Wealth Advisors
Texas
$311K -$44.7K -2,191 -13%
LAS
275
Lloyd Advisory Services
Georgia
$308K +$305K +14,967 New