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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
DWMG
301
DB Wealth Management Group
California
$252K
First Manhattan
302
First Manhattan
New York
$246K
CBFP
303
Cedar Brook Financial Partners
Ohio
$241K +$7.91K +383 +3%
SSWM
304
Sheets Smith Wealth Management
North Carolina
$239K +$413 +20 +0.2%
CCB
305
Cutter & Co Brokerage
Missouri
$226K +$227K +11,017 New
PFA
306
Plotkin Financial Advisors
Maryland
$220K
Neuberger Berman Group
307
Neuberger Berman Group
New York
$219K
P
308
&Partners
Tennessee
$217K
CRWM
309
Castle Rock Wealth Management
California
$212K +$213K +10,300 New
WIM
310
Westside Investment Management
California
$206K
MOS
311
MGO One Seven
Ohio
$205K -$157K -7,599 -43%
FHA
312
First Horizon Advisors
Tennessee
$203K -$17.4K -843 -8%
CAL
313
Capital Advisors Ltd
Ohio
$202K
CCM
314
Covington Capital Management
California
$195K
CHA
315
Carmichael Hill & Associates
Maryland
$174K
FRA
316
Front Row Advisors
California
$168K
CAPTRUST Financial Advisors
317
CAPTRUST Financial Advisors
North Carolina
$164K +$82.8K +4,010 +101%
CAL
318
Capital Analysts LLC
Pennsylvania
$159K +$27.2K +1,318 +20%
PB
319
Pinnacle Bancorp
Nebraska
$158K
HNB
320
Huntington National Bank
Ohio
$137K
FPB
321
First PREMIER Bank
South Dakota
$123K +$123K +5,980 New
GEA
322
Glen Eagle Advisors
New Jersey
$113K +$9.5K +460 +9%
WT
323
Whittier Trust
California
$103K +$103K +5,000 New
MIFH
324
Migdal Insurance & Financial Holdings
Israel
$92K
BAM
325
Bellevue Asset Management
Washington
$89K -$57K -2,759 -39%