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First Trust Preferred Securities and Income ETF

330 hedge funds and large institutions have $3.55B invested in First Trust Preferred Securities and Income ETF in 2021 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 162 increasing their positions, 85 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
-1
Holders Change %
-0.3%
% of All Funds
5.81%
Holding in Top 10
30
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20%
% of All Funds
0.53%
New
34
Increased
162
Reduced
85
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TWM
301
Tradition Wealth Management
Minnesota
$50K +$39.9K +1,966 +393%
BlackRock
302
BlackRock
New York
$50K +$50K +2,474 New
LWM
303
Liberty Wealth Management
California
$48K
CHC
304
City Holding Co
West Virginia
$36K
SFS
305
Sowell Financial Services
Arkansas
$36K +$143 +7 +0.4%
Deutsche Bank
306
Deutsche Bank
Germany
$30K -$168K -8,424 -85%
SSC
307
Syverson Strege & Co
Iowa
$27K -$6.16K -308 -19%
Jones Financial Companies
308
Jones Financial Companies
Missouri
$27K +$27K +1,360 New
CCA
309
Column Capital Advisors
Indiana
$26K
TLCM
310
Twin Lakes Capital Management
California
$26K +$26K +1,310 New
CFB
311
Cullen/Frost Bankers
Texas
$25K
FRA
312
Front Row Advisors
California
$24K
HCP
313
Hexagon Capital Partners
Arkansas
$23K
HIA
314
Harbor Investment Advisory
Maryland
$22K
MA
315
Montag & Associates
Georgia
$20K
Fifth Third Bancorp
316
Fifth Third Bancorp
Ohio
$18K +$18K +870 New
KFS
317
Kelly Financial Services
Massachusetts
$14.1K +$20 +1 +0.1%
NFSG
318
Newbridge Financial Services Group
Florida
$12K
SIS
319
Sound Income Strategies
Florida
$11.4K +$7.94K +394 +230%
SCA
320
Stonebridge Capital Advisors
Minnesota
$11K +$11K +528 New
EP
321
Eudaimonia Partners
Tennessee
$11K +$11K +557 New
CFN
322
Cordasco Financial Network
Florida
$10K -$40K -2,000 -80%
AWM
323
AllSquare Wealth Management
New York
$10K
TCM
324
Tradewinds Capital Management
Washington
$10K +$10K +511 New
CFA
325
Carroll Financial Associates
North Carolina
$7K