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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 %
BAAM
276
Baker Avenue Asset Management
California
$521K
RFWA
277
RPg Family Wealth Advisory
Massachusetts
$517K
SFG
278
Summit Financial Group
West Virginia
$508K -$4.33K -213 -0.8%
MA
279
Mezzasalma Advisors
New Jersey
$508K -$1.28K -63 -0.3%
5L
280
55I LLC
Massachusetts
$500K +$4.07K +200 +0.8%
LSA
281
Lion Street Advisors
Texas
$498K +$100K +4,931 +25%
PTP
282
Platform Technology Partners
New York
$497K
ERWM
283
Elk River Wealth Management
Colorado
$477K -$84.8K -4,175 -15%
SFP
284
Strategic Financial Partners
Oregon
$474K -$122K -5,982 -20%
JWCA
285
J.W. Cole Advisors
Florida
$449K +$449K +22,086 New
SDAM
286
Shulman DeMeo Asset Management
New York
$444K
CCP
287
Corient Capital Partners
California
$443K -$16.3K -805 -4%
MRCM
288
M&R Capital Management
New Jersey
$438K +$183 +9 +0%
GWSG
289
GPS Wealth Strategies Group
Colorado
$434K -$14.5K -715 -3%
SB
290
Strategic Blueprint
Georgia
$417K +$102K +5,034 +33%
HA
291
Hofer & Associates
California
$416K +$416K +20,483 New
DHFB
292
Dixon Hubard Feinour & Brown
Virginia
$408K +$408K +20,097 New
William Blair & Company
293
William Blair & Company
Illinois
$407K +$873 +43 +0.2%
BNP Paribas Financial Markets
294
BNP Paribas Financial Markets
France
$402K +$402K +19,772 New
MMM
295
Mendel Money Management
Illinois
$399K +$73.8K +3,630 +23%
RW
296
RVW Wealth
California
$388K
IA
297
IFP Advisors
Florida
$388K +$63.4K +3,123 +20%
TPW
298
Tiller Private Wealth
Pennsylvania
$377K +$12.4K +610 +3%
TFS
299
TrustCore Financial Services
Tennessee
$374K
KCFA
300
Key Client Fiduciary Advisors
New Jersey
$362K +$362K +17,836 New