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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
CAL
301
Capital Advisors Ltd
Ohio
$203K
William Blair & Company
302
William Blair & Company
Illinois
$203K +$4.74K +232 +2%
GRP
303
Global Retirement Partners
California
$200K +$49.4K +2,422 +33%
FCA
304
FinTrust Capital Advisors
South Carolina
$199K +$49.3K +2,415 +33%
CCM
305
Covington Capital Management
California
$195K +$87.1K +4,269 +82%
SB
306
Strategic Blueprint
Georgia
$179K +$177K +8,686 New
JCM
307
Jacobi Capital Management
Pennsylvania
$176K +$5.22K +256 +3%
CHA
308
Carmichael Hill & Associates
Maryland
$175K +$8.55K +419 +5%
FRA
309
Front Row Advisors
California
$169K +$143K +7,000 +587%
PB
310
Pinnacle Bancorp
Nebraska
$158K
BAM
311
Bellevue Asset Management
Washington
$146K
CAL
312
Capital Analysts LLC
Pennsylvania
$132K +$24.4K +1,198 +23%
GEA
313
Glen Eagle Advisors
New Jersey
$104K
LS
314
Leelyn Smith
Illinois
$104K +$15K +735 +17%
MIFH
315
Migdal Insurance & Financial Holdings
Israel
$91K
MHR
316
Matthew Hamilton Rosenberg
$88K
CAPTRUST Financial Advisors
317
CAPTRUST Financial Advisors
North Carolina
$82K
HI
318
Hudock Inc
Pennsylvania
$82K
TWM
319
Tradition Wealth Management
Minnesota
$82K +$30.6K +1,500 +61%
BU
320
BBVA USA
Alabama
$81K +$80.3K +3,937 New
IRC
321
Investors Research Corp
Georgia
$77K +$2.49K +122 +3%
PGAM
322
Princeton Global Asset Management
New Jersey
$75K
PMFA
323
Plante Moran Financial Advisors
Michigan
$51K
LWM
324
Liberty Wealth Management
California
$50K
NFSG
325
Newbridge Financial Services Group
Florida
$47K +$34.5K +1,693 +282%