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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
HCP
326
Hexagon Capital Partners
Arkansas
$45K +$20.5K +1,005 +84%
MFA
327
McClarren Financial Advisors
Pennsylvania
$40K +$39.9K +1,956 New
Deutsche Bank
328
Deutsche Bank
Germany
$31K
SSC
329
Syverson Strege & Co
Iowa
$28K
RCA
330
Ranch Capital Advisors
Florida
$28K +$28.2K +1,384 New
CFB
331
Cullen/Frost Bankers
Texas
$25K
HIA
332
Harbor Investment Advisory
Maryland
$22K -$714 -35 -3%
WQ
333
Wealth Quarterback
New Jersey
$22K +$21.3K +1,046 New
MA
334
Montag & Associates
Georgia
$21K
LC
335
Lindbrook Capital
California
$21K +$20.4K +1,000 New
RDWM
336
Red Door Wealth Management
Tennessee
$19K +$19.7K +964 New
Fifth Third Bancorp
337
Fifth Third Bancorp
Ohio
$18K
SIS
338
Sound Income Strategies
Florida
$18K +$6.22K +305 +54%
PA
339
Parallel Advisors
California
$18K +$18.2K +890 New
SCA
340
Stonebridge Capital Advisors
Minnesota
$11K
AF
341
Allworth Financial
California
$11K +$10.5K +516 New
FMTCOCP
342
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$11K +$11.2K +551 New
AWM
343
AllSquare Wealth Management
New York
$10K
BlackRock
344
BlackRock
New York
$8K -$42.9K -2,102 -85%
CFA
345
Carroll Financial Associates
North Carolina
$8K
SL
346
Savior LLC
Massachusetts
$7K
DI
347
Disciplined Investments
Oklahoma
$6K
HCM
348
Highlander Capital Management
New Jersey
$6K
CFO
349
CVA Family Office
Colorado
$5K
GFPC
350
Global Financial Private Client
Florida
$4.44K