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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
CCA
351
Column Capital Advisors
Indiana
$4K -$22K -1,078 -84%
LF
352
Lee Financial
Texas
$3K +$3.06K +150 New
JFGIW
353
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K +$2.37K +116 New
HighTower Advisors
354
HighTower Advisors
Illinois
-$37.1M -1,842,185 Closed
KCM
355
Karp Capital Management
California
-$13.1M -651,143 Closed
NDSI
356
Newman Dignan & Sheerar Inc
Rhode Island
-$6.21M -308,161 Closed
TC
357
Trilogy Capital
California
-$5.48M -272,135 Closed
OPS
358
Orion Portfolio Solutions
Nebraska
-$2.14M -106,062 Closed
SEIA
359
Signature Estate & Investment Advisors
California
-$1.6M -79,249 Closed
CRI
360
Colonial River Investments
Virginia
-$1.12M -55,767 Closed
TC
361
Telemus Capital
Michigan
-$820K -40,500 Closed
Ameriprise
362
Ameriprise
Minnesota
-$761K -37,791 Closed
AIP
363
Almanack Investment Partners
Pennsylvania
-$710K -35,229 Closed
FHA
364
Flagship Harbor Advisors
Massachusetts
-$606K -30,085 Closed
CAMG
365
CWA Asset Management Group
Florida
-$502K -24,922 Closed
TFCP
366
Twin Focus Capital Partners
Massachusetts
-$403K -20,000 Closed
WIA
367
Wealthstreet Investment Advisors
Texas
-$403K -20,000 Closed
T
368
TRUADVICE
Florida
-$213K -10,472 Closed
WT
369
Whittier Trust
California
-$101K -5,000 Closed
WAP
370
Wealthcare Advisory Partners
Pennsylvania
-$79K -3,916 Closed
AAM
371
Advisors Asset Management
Colorado
-$71K -3,504 Closed
CAC
372
Certified Advisory Corp
Florida
-$66K -3,252 Closed
SFS
373
Sowell Financial Services
Arkansas
-$36K -1,766 Closed
Jones Financial Companies
374
Jones Financial Companies
Missouri
-$27K -1,360 Closed
TLCM
375
Twin Lakes Capital Management
California
-$26K -1,310 Closed