FPE icon

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 %
SFP
251
Strategic Financial Partners
Oregon
$410K +$96.4K +4,679 +31%
KWM
252
Kingsview Wealth Management
Oregon
$406K +$49.3K +2,390 +14%
WDA
253
Wendell David Associates
New Hampshire
$402K
TCM
254
Tuttle Capital Management
Connecticut
$398K +$398K +19,338 New
JWCA
255
J.W. Cole Advisors
Florida
$392K +$1.11K +54 +0.3%
BPA
256
Beacon Pointe Advisors
California
$388K +$388K +18,850 New
GWSG
257
GPS Wealth Strategies Group
Colorado
$376K -$19.2K -930 -5%
CF
258
Centaurus Financial
California
$372K +$138K +6,705 +59%
QAM
259
QCI Asset Management
New York
$363K -$2.39K -116 -0.7%
MOS
260
MGO One Seven
Ohio
$363K -$762 -37 -0.2%
BWA
261
Beam Wealth Advisors
Louisiana
$361K -$314K -15,218 -46%
EWM
262
EPG Wealth Management
Georgia
$361K -$67.2K -3,263 -16%
BB
263
Busey Bank
Illinois
$359K -$35.5K -1,723 -9%
CCA
264
Cadent Capital Advisors
Oklahoma
$358K +$66.3K +3,221 +23%
WWM
265
Wagner Wealth Management
South Carolina
$352K +$113K +5,468 +47%
SNB
266
Security National Bank
Nebraska
$345K +$345K +16,750 New
MWA
267
Meridian Wealth Advisors
Texas
$343K +$3.09K +150 +0.9%
SVWAG
268
Sound View Wealth Advisors Group
Georgia
$340K -$18.7K -908 -5%
IWA
269
IBEX Wealth Advisors
New Jersey
$338K -$41.8K -2,029 -11%
KOMWMG
270
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$324K +$3.44K +167 +1%
WP
271
WealthShield Partners
North Carolina
$323K +$323K +15,695 New
SCI
272
Stableford Capital II
Arizona
$315K
SWA
273
SFMG Wealth Advisors
Texas
$311K -$45.1K -2,191 -13%
LAS
274
Lloyd Advisory Services
Georgia
$308K +$308K +14,967 New
WA
275
Wealthstar Advisors
Texas
$304K +$304K +14,700 New