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First Trust Preferred Securities and Income ETF

331 hedge funds and large institutions have $3.28B invested in First Trust Preferred Securities and Income ETF in 2020 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 146 increasing their positions, 81 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
+44
Holders Change %
+15.33%
% of All Funds
5.87%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.44%
New
63
Increased
146
Reduced
81
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFN
301
Cordasco Financial Network
Florida
$50K
LWM
302
Liberty Wealth Management
California
$48K
SFS
303
Sowell Financial Services
Arkansas
$36K -$13.3K -648 -27%
CHC
304
City Holding Co
West Virginia
$36K
SSC
305
Syverson Strege & Co
Iowa
$33K +$33K +1,658 New
CAL
306
Capital Analysts LLC
Pennsylvania
$31K +$22.4K +1,122 +261%
CCA
307
Column Capital Advisors
Indiana
$26K +$21.9K +1,078 +539%
CFB
308
Cullen/Frost Bankers
Texas
$25K
FRA
309
Front Row Advisors
California
$24K
HCP
310
Hexagon Capital Partners
Arkansas
$24K
HIA
311
Harbor Investment Advisory
Maryland
$23K
MA
312
Montag & Associates
Georgia
$20K +$20K +1,000 New
QCG
313
Quadrant Capital Group
Ohio
$16K +$16K +800 New
OIM
314
Oder Investment Management
California
$15K +$15K +732 New
KFS
315
Kelly Financial Services
Massachusetts
$14.1K +$14.1K +699 New
NFSG
316
Newbridge Financial Services Group
Florida
$12K
AWM
317
AllSquare Wealth Management
New York
$10K
CTFG
318
Capstone Triton Financial Group
Oklahoma
$10K +$10K +473 New
MIM
319
Merrion Investment Management
New Jersey
$10K +$10K +487 New
TWM
320
Tradition Wealth Management
Minnesota
$10K +$10K +500 New
SL
321
Savior LLC
Massachusetts
$7K +$21 +1 +0.3%
CFA
322
Carroll Financial Associates
North Carolina
$7K +$4.82K +272 +221%
TWA
323
TCI Wealth Advisors
Arizona
$7K +$7K +368 New
NDSI
324
Newman Dignan & Sheerar Inc
Rhode Island
$6.07K +$94 +4,658 +2%
HCM
325
Highlander Capital Management
New Jersey
$6K