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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
WA
276
Wealthstar Advisors
Texas
$304K +$300K +14,700 New
PMG
277
ProVise Management Group
Florida
$289K -$55.2K -2,704 -16%
IAS
278
IMA Advisory Services
Colorado
$284K +$281K +13,785 New
Lido Advisors
279
Lido Advisors
California
$280K +$277K +13,570 New
IA
280
IFP Advisors
Florida
$269K +$939 +46 +0.4%
NFG
281
Nations Financial Group
Iowa
$267K +$264K +12,959 New
WIA
282
World Investment Advisors
California
$263K
NFG
283
Norris Financial Group
South Carolina
$258K -$61.2K -3,000 -19%
Mercer Global Advisors
284
Mercer Global Advisors
Colorado
$256K -$6.31K -309 -2%
DWMG
285
DB Wealth Management Group
California
$252K +$121K +5,948 +94%
RA
286
RFG Advisory
Alabama
$249K +$21.2K +1,037 +9%
First Manhattan
287
First Manhattan
New York
$247K +$245K +12,000 New
Koshinski Asset Management
288
Koshinski Asset Management
Illinois
$242K -$287K -14,074 -55%
SSWM
289
Sheets Smith Wealth Management
North Carolina
$239K +$237K +11,624 New
CFG
290
Cooper Financial Group
California
$234K -$104K -5,107 -31%
CBFP
291
Cedar Brook Financial Partners
Ohio
$234K -$2.37K -116 -1%
CCG
292
Chatham Capital Group
Georgia
$234K +$232K +11,350 New
TI
293
tru Independence
Oregon
$229K +$878 +43 +0.4%
MMM
294
Mendel Money Management
Illinois
$221K +$3.31K +162 +2%
FHA
295
First Horizon Advisors
Tennessee
$221K +$121K +5,910 +122%
PFA
296
Plotkin Financial Advisors
Maryland
$221K
Neuberger Berman Group
297
Neuberger Berman Group
New York
$220K -$20.4K -1,000 -9%
P
298
&Partners
Tennessee
$218K +$216K +10,573 New
Cerity Partners
299
Cerity Partners
New York
$207K +$205K +10,067 New
WIM
300
Westside Investment Management
California
$206K