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First Trust Preferred Securities and Income ETF

405 hedge funds and large institutions have $4.82B invested in First Trust Preferred Securities and Income ETF in 2021 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 189 increasing their positions, 94 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
405
Holders Change
+45
Holders Change %
+12.5%
% of All Funds
6.25%
Holding in Top 10
37
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.57%
New
80
Increased
189
Reduced
94
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FRA
326
Front Row Advisors
California
$269K +$102K +5,000 +61%
WIA
327
World Investment Advisors
California
$264K -$15.7K -809 -6%
NWMG
328
National Wealth Management Group
Ohio
$255K +$255K +12,547 New
FFG
329
Frisch Financial Group
New York
$254K +$254K +12,477 New
DAS
330
Dynamic Advisor Solutions
Arizona
$254K +$254K +12,494 New
P
331
&Partners
Tennessee
$253K +$38.2K +1,878 +18%
DWMG
332
DB Wealth Management Group
California
$252K +$2.81K +138 +1%
GT
333
Glenmede Trust
Pennsylvania
$249K +$249K +12,297 New
GSC
334
G&S Capital
Colorado
$233K +$233K +11,480 New
SSWM
335
Sheets Smith Wealth Management
North Carolina
$232K -$5.11K -251 -2%
BCI
336
Brinker Capital Investments
Pennsylvania
$228K -$84.3K -4,155 -27%
SIM
337
Seaview Investment Managers
Florida
$227K +$227K +11,157 New
WCFA
338
Walkner Condon Financial Advisors
Wisconsin
$227K +$227K +11,178 New
APWA
339
Atlas Private Wealth Advisors
New Jersey
$226K -$218K -10,755 -49%
MF
340
Manchester Financial
California
$224K +$224K +11,000 New
HNB
341
Huntington National Bank
Ohio
$222K -$137K
Neuberger Berman Group
342
Neuberger Berman Group
New York
$217K
PA
343
Pinnacle Associates
New York
$216K +$216K +10,641 New
ACM
344
Advisors Capital Management
New Jersey
$211K -$371K -18,271 -64%
CBFP
345
Cedar Brook Financial Partners
Ohio
$211K -$27.1K -1,336 -11%
CRWM
346
Castle Rock Wealth Management
California
$207K
Lido Advisors
347
Lido Advisors
California
$207K +$207K +10,226 New
WIM
348
Westside Investment Management
California
$206K
RA
349
RFG Advisory
Alabama
$205K +$205K +10,106 New
CAL
350
Capital Advisors Ltd
Ohio
$200K