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First Trust Preferred Securities and Income ETF

363 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 45 funds opening new positions, 190 increasing their positions, 71 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 71

32% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 34

8% more capital invested

Capital invested by funds: $4.12B → $4.47B (+$346M)

3% more funds holding in top 10

Funds holding in top 10: 3637 (+1)

2% more funds holding

Funds holding: 356363 (+7)

0.05% less ownership

Funds ownership: 58.69%58.64% (-0.05%)

Holders
363
Holders Change
+7
Holders Change %
+1.97%
% of All Funds
6.36%
Holding in Top 10
37
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.78%
% of All Funds
0.65%
New
45
Increased
190
Reduced
71
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FPWM
251
FSB Premier Wealth Management
Iowa
$528K +$38.3K +1,855 +8%
BAAM
252
Baker Avenue Asset Management
California
$526K
RFWA
253
RPg Family Wealth Advisory
Massachusetts
$522K
Verition Fund Management
254
Verition Fund Management
Connecticut
$520K -$1.2M -58,218 -70%
SFG
255
Summit Financial Group
West Virginia
$518K
MA
256
Mezzasalma Advisors
New Jersey
$515K -$9.27K -449 -2%
PTP
257
Platform Technology Partners
New York
$502K +$35.1K +1,700 +7%
5L
258
55I LLC
Massachusetts
$501K
JCM
259
Jacobi Capital Management
Pennsylvania
$472K +$299K +14,459 +169%
CCP
260
Corient Capital Partners
California
$465K
GWSG
261
GPS Wealth Strategies Group
Colorado
$453K +$79.1K +3,832 +21%
APWA
262
Atlas Private Wealth Advisors
New Jersey
$449K -$10.6K -515 -2%
SDAM
263
Shulman DeMeo Asset Management
New York
$449K
MRCM
264
M&R Capital Management
New Jersey
$443K +$186 +9 +0%
WWMSC
265
Wagner Wealth Management (South Carolina)
South Carolina
$443K +$93.7K +4,539 +27%
FCA
266
FinTrust Capital Advisors
South Carolina
$428K +$231K +11,208 +116%
Koshinski Asset Management
267
Koshinski Asset Management
Illinois
$417K +$177K +8,586 +73%
ODCM
268
Old Dominion Capital Management
Virginia
$413K
William Blair & Company
269
William Blair & Company
Illinois
$411K +$210K +10,164 +103%
WDA
270
Wendell David Associates
New Hampshire
$401K
LSA
271
Lion Street Advisors
Texas
$401K +$403K +19,504 New
Mercer Global Advisors
272
Mercer Global Advisors
Colorado
$389K +$135K +6,530 +53%
TFS
273
TrustCore Financial Services
Tennessee
$378K -$58K -2,810 -13%
TPW
274
Tiller Private Wealth
Pennsylvania
$368K +$370K +17,935 New
TSS
275
Two Sigma Securities
New York
$366K +$368K +17,834 New