FPE icon

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 %
SL
326
Savior LLC
Massachusetts
$7K
HCM
327
Highlander Capital Management
New Jersey
$6K
DI
328
Disciplined Investments
Oklahoma
$6K +$6K +300 New
HPC
329
HM Payson & Co
Maine
$5K
CFO
330
CVA Family Office
Colorado
$5K
GFPC
331
Global Financial Private Client
Florida
$4.36K
EVM
332
Eaton Vance Management
Massachusetts
-$49.6M -2,458,012 Closed
Janney Montgomery Scott
333
Janney Montgomery Scott
Pennsylvania
-$30.3M -1,500,262 Closed
BFG
334
Beacon Financial Group
Texas
-$16.5M -813,651 Closed
Verition Fund Management
335
Verition Fund Management
Connecticut
-$5.71M -282,621 Closed
Citadel Advisors
336
Citadel Advisors
Florida
-$5.22M -258,448 Closed
ABC
337
Associated Banc-Corp
Wisconsin
-$2.42M -119,746 Closed
JCM
338
Jacobsen Capital Management
Utah
-$2.03M -100,487 Closed
SFA
339
Sequoia Financial Advisors
Ohio
-$1.4M -69,416 Closed
RIA
340
Regal Investment Advisors
Michigan
-$1.25M -62,032 Closed
M&T Bank
341
M&T Bank
New York
-$1.04M -51,631 Closed
LFF
342
Level Four Financial
Texas
-$1M -49,733 Closed
SF
343
Synovus Financial
Georgia
-$979K -48,490 Closed
CIAS
344
Capital Investment Advisory Services
North Carolina
-$867K -42,923 Closed
SDAM
345
Shulman DeMeo Asset Management
New York
-$441K -21,849 Closed
RB
346
Renasant Bank
Mississippi
-$405K -20,035 Closed
HF
347
HRT Financial
New York
-$267K -13,227 Closed
APW
348
Aurora Private Wealth
New Jersey
-$266K -13,184 Closed
HFP
349
Holistic Financial Partners
Indiana
-$264K -13,068 Closed
WP
350
WealthShield Partners
North Carolina
-$260K -12,898 Closed