FPE icon

First Trust Preferred Securities and Income ETF

360 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 44 funds opening new positions, 188 increasing their positions, 71 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
360
Holders Change
+6
Holders Change %
+1.69%
% of All Funds
6.32%
Holding in Top 10
37
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.78%
% of All Funds
0.65%
New
44
Increased
188
Reduced
71
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SSWM
301
Sheets Smith Wealth Management
North Carolina
$239K +$411 +20 +0.2%
CCB
302
Cutter & Co Brokerage
Missouri
$226K +$226K +11,017 New
PFA
303
Plotkin Financial Advisors
Maryland
$220K
Neuberger Berman Group
304
Neuberger Berman Group
New York
$219K
P
305
&Partners
Tennessee
$217K
CRWM
306
Castle Rock Wealth Management
California
$212K +$212K +10,300 New
WIM
307
Westside Investment Management
California
$206K
MOS
308
MGO One Seven
Ohio
$205K -$155K -7,599 -43%
FHA
309
First Horizon Advisors
Tennessee
$203K -$17.3K -843 -8%
CAL
310
Capital Advisors Ltd
Ohio
$202K
CCM
311
Covington Capital Management
California
$195K
CHA
312
Carmichael Hill & Associates
Maryland
$174K
FRA
313
Front Row Advisors
California
$168K
CAPTRUST Financial Advisors
314
CAPTRUST Financial Advisors
North Carolina
$164K +$82.5K +4,010 +101%
CAL
315
Capital Analysts LLC
Pennsylvania
$159K +$27K +1,318 +20%
PB
316
Pinnacle Bancorp
Nebraska
$158K
HNB
317
Huntington National Bank
Ohio
$137K
FPB
318
First PREMIER Bank
South Dakota
$123K +$123K +5,980 New
GEA
319
Glen Eagle Advisors
New Jersey
$113K +$9.45K +460 +9%
WT
320
Whittier Trust
California
$103K +$103K +5,000 New
MIFH
321
Migdal Insurance & Financial Holdings
Israel
$92K
BAM
322
Bellevue Asset Management
Washington
$89K -$56.6K -2,759 -39%
LS
323
Leelyn Smith
Illinois
$88K -$16.3K -790 -16%
HI
324
Hudock Inc
Pennsylvania
$82K
BU
325
BBVA USA
Alabama
$81K