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First Trust Preferred Securities and Income ETF

405 hedge funds and large institutions have $4.82B invested in First Trust Preferred Securities and Income ETF in 2021 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 189 increasing their positions, 94 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
405
Holders Change
+45
Holders Change %
+12.5%
% of All Funds
6.25%
Holding in Top 10
37
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.57%
New
80
Increased
189
Reduced
94
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NWA
251
Navis Wealth Advisors
New York
$813K
MFP
252
Meridian Financial Partners
Virginia
$792K +$81.6K +4,056 +11%
FWA
253
FSC Wealth Advisors
New York
$761K +$761K +37,449 New
AWM
254
Axxcess Wealth Management
California
$711K +$711K +35,014 New
BF
255
BOK Financial
Oklahoma
$691K -$216K -10,613 -24%
RIA
256
Realta Investment Advisors
Delaware
$679K +$60.3K +2,971 +10%
FPWM
257
FSB Premier Wealth Management
Iowa
$672K +$149K +7,351 +29%
TFS
258
Thoroughbred Financial Services
Tennessee
$655K +$446 +22 +0.1%
AWA
259
ARQ Wealth Advisors
Arizona
$653K +$42K +2,069 +7%
LWAC
260
Laurel Wealth Advisors (California)
California
$637K +$637K +31,363 New
Bank of New York Mellon
261
Bank of New York Mellon
New York
$619K +$96K +4,725 +18%
AFAS
262
Acorn Financial Advisory Services
Virginia
$619K +$317K +15,580 +105%
CFS
263
CRA Financial Services
New Jersey
$618K -$40.6K -2,000 -6%
Creative Planning
264
Creative Planning
Kansas
$612K -$17.5K -860 -3%
MWA
265
Meridian Wealth Advisors
Texas
$590K +$6K +295 +1%
MPCG
266
Matrix Private Capital Group
New York
$586K -$7.39K -364 -1%
CWA
267
Clarus Wealth Advisors
Arizona
$584K +$584K +28,858 New
VCM
268
Vivaldi Capital Management
Illinois
$583K
JCM
269
Jacobi Capital Management
Pennsylvania
$569K +$101K +4,986 +22%
GWANC
270
Guardian Wealth Advisors (North Carolina)
North Carolina
$566K +$566K +27,861 New
BZWA
271
Blue Zone Wealth Advisors
California
$560K -$1.04K -51 -0.2%
WMR
272
Wealth Management Resources
Rhode Island
$529K +$529K +26,045 New
WDA
273
Wendell David Associates
New Hampshire
$528K +$132K +6,500 +33%
ARC
274
Advisor Resource Council
Texas
$526K +$526K +25,883 New
OCM
275
Objective Capital Management
Ohio
$526K +$526K +25,900 New