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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
QAM
276
QCI Asset Management
New York
$362K
CCA
277
Cadent Capital Advisors
Oklahoma
$360K +$2.81K +136 +0.8%
BWA
278
Beam Wealth Advisors
Louisiana
$357K -$2.66K -129 -0.7%
SNB
279
Security National Bank
Nebraska
$344K
EWM
280
EPG Wealth Management
Georgia
$341K -$19K -921 -5%
SVWAG
281
Sound View Wealth Advisors Group
Georgia
$339K +$475 +23 +0.1%
IA
282
IFP Advisors
Florida
$330K +$60.8K +2,945 +23%
MWM
283
MBE Wealth Management
Wisconsin
$330K +$332K +16,090 New
MMM
284
Mendel Money Management
Illinois
$328K +$108K +5,240 +49%
SB
285
Strategic Blueprint
Georgia
$318K +$140K +6,778 +78%
BCI
286
Brinker Capital Investments
Pennsylvania
$316K -$3.07M -148,500 -91%
SCI
287
Stableford Capital II
Arizona
$314K
CCG
288
Chatham Capital Group
Georgia
$311K +$78.5K +3,800 +33%
SWA
289
SFMG Wealth Advisors
Texas
$310K
AFAS
290
Acorn Financial Advisory Services
Virginia
$305K +$307K +14,860 New
NFG
291
Nations Financial Group
Iowa
$304K +$38.5K +1,863 +14%
PMG
292
ProVise Management Group
Florida
$303K +$14.6K +708 +5%
IWA
293
IBEX Wealth Advisors
New Jersey
$302K -$35K -1,696 -10%
FVWA
294
Foster Victor Wealth Advisors
South Carolina
$302K +$304K +14,716 New
WIA
295
World Investment Advisors
California
$296K +$33.5K +1,621 +13%
Cerity Partners
296
Cerity Partners
New York
$296K +$90.1K +4,363 +43%
BB
297
Busey Bank
Illinois
$291K -$66.6K -3,227 -19%
MSCM
298
McElhenny Sheffield Capital Management
Texas
$286K +$287K +13,903 New
CF
299
Centaurus Financial
California
$285K -$86.3K -4,178 -23%
GRP
300
Global Retirement Partners
California
$278K +$78.4K +3,798 +39%