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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
LS
326
Leelyn Smith
Illinois
$88K -$16.3K -790 -16%
HI
327
Hudock Inc
Pennsylvania
$82K
BU
328
BBVA USA
Alabama
$81K
TWM
329
Tradition Wealth Management
Minnesota
$81K
IRC
330
Investors Research Corp
Georgia
$77K -$103 -5 -0.1%
HCP
331
Hexagon Capital Partners
Arkansas
$67K +$21.8K +1,055 +48%
PGAM
332
Princeton Global Asset Management
New Jersey
$66K -$9.29K -450 -12%
ACM
333
Antonetti Capital Management
Florida
$64K +$64K +3,100 New
LFG
334
Larson Financial Group
Missouri
$56K +$56.7K +2,746 New
AWA
335
Arkadios Wealth Advisors
Georgia
$55K -$357K -17,305 -86%
PMFA
336
Plante Moran Financial Advisors
Michigan
$51K
LWM
337
Liberty Wealth Management
California
$49K
NFSG
338
Newbridge Financial Services Group
Florida
$47K +$392 +19 +0.8%
TFA
339
Toth Financial Advisory
Virginia
$46K +$46.6K +2,255 New
Deutsche Bank
340
Deutsche Bank
Germany
$31K
KFS
341
Kelly Financial Services
Massachusetts
$30.7K -$397K -19,229 -93%
RCA
342
Ranch Capital Advisors
Florida
$29K +$330 +16 +1%
SSC
343
Syverson Strege & Co
Iowa
$28K
CFB
344
Cullen/Frost Bankers
Texas
$25K
HIA
345
Harbor Investment Advisory
Maryland
$22K
WQ
346
Wealth Quarterback
New Jersey
$22K +$248 +12 +1%
MA
347
Montag & Associates
Georgia
$21K
HA
348
Herold Advisors
New York
$20K +$20.6K +1,000 New
SIS
349
Sound Income Strategies
Florida
$18K
AWM
350
AllSquare Wealth Management
New York
$10K