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First Trust Preferred Securities and Income ETF

360 hedge funds and large institutions have $4.47B invested in First Trust Preferred Securities and Income ETF in 2021 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 188 increasing their positions, 71 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
360
Holders Change
+6
Holders Change %
+1.69%
% of All Funds
6.32%
Holding in Top 10
37
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.78%
% of All Funds
0.65%
New
44
Increased
188
Reduced
71
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Verition Fund Management
251
Verition Fund Management
Connecticut
$520K -$1.2M -58,218 -70%
SFG
252
Summit Financial Group
West Virginia
$518K
MA
253
Mezzasalma Advisors
New Jersey
$515K -$9.22K -449 -2%
PTP
254
Platform Technology Partners
New York
$502K +$34.9K +1,700 +7%
5L
255
55I LLC
Massachusetts
$501K
JCM
256
Jacobi Capital Management
Pennsylvania
$472K +$297K +14,459 +169%
CCP
257
Corient Capital Partners
California
$465K
GWSG
258
GPS Wealth Strategies Group
Colorado
$453K +$78.7K +3,832 +21%
APWA
259
Atlas Private Wealth Advisors
New Jersey
$449K -$10.6K -515 -2%
SDAM
260
Shulman DeMeo Asset Management
New York
$449K
MRCM
261
M&R Capital Management
New Jersey
$443K +$185 +9 +0%
WWM
262
Wagner Wealth Management
South Carolina
$443K +$93K +4,539 +27%
FCA
263
FinTrust Capital Advisors
South Carolina
$428K +$230K +11,208 +116%
Koshinski Asset Management
264
Koshinski Asset Management
Illinois
$417K +$176K +8,586 +73%
ODCM
265
Old Dominion Capital Management
Virginia
$413K
William Blair & Company
266
William Blair & Company
Illinois
$411K +$209K +10,164 +103%
WDA
267
Wendell David Associates
New Hampshire
$401K
LSA
268
Lion Street Advisors
Texas
$401K +$401K +19,504 New
Mercer Global Advisors
269
Mercer Global Advisors
Colorado
$389K +$134K +6,530 +53%
TFS
270
TrustCore Financial Services
Tennessee
$378K -$57.7K -2,810 -13%
TPW
271
Tiller Private Wealth
Pennsylvania
$368K +$368K +17,935 New
TSS
272
Two Sigma Securities
New York
$366K +$366K +17,834 New
QAM
273
QCI Asset Management
New York
$362K
CCA
274
Cadent Capital Advisors
Oklahoma
$360K +$2.79K +136 +0.8%
BWA
275
Beam Wealth Advisors
Louisiana
$357K -$2.65K -129 -0.7%