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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
WT
351
Washington Trust
Rhode Island
$10K +$10.1K +487 New
GPA
352
Guidance Point Advisors
Massachusetts
$10K +$10.6K +511 New
CFA
353
Carroll Financial Associates
North Carolina
$8K
DI
354
Disciplined Investments
Oklahoma
$6K
HCM
355
Highlander Capital Management
New Jersey
$6K
CFO
356
CVA Family Office
Colorado
$5K
GFPC
357
Global Financial Private Client
Florida
$4.43K
AF
358
Allworth Financial
California
$4K -$6.59K -319 -62%
CCA
359
Column Capital Advisors
Indiana
$4K
LF
360
Lee Financial
Texas
$3K
JFGIW
361
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K
OSAM
362
O'Shaughnessy Asset Management
Connecticut
$1K +$1.51K +73 New
MAP
363
Milestone Advisory Partners
North Carolina
-$16.7M -808,893 Closed
MWM
364
Mattern Wealth Management
Kansas
-$9.41M -455,391 Closed
SWP
365
Stratos Wealth Partners
Ohio
-$8.16M -395,900 Closed
BFA
366
Brendel Financial Advisors
New Hampshire
-$4.66M -225,975 Closed
FA
367
FDx Advisors
Illinois
-$3.26M -158,242 Closed
IA
368
Insight Advisors
Pennsylvania
-$1.46M -70,805 Closed
PWM
369
PRW Wealth Management
Massachusetts
-$1.32M -64,134 Closed
OMC
370
Old Mission Capital
Illinois
-$1.11M -53,978 Closed
CIAS
371
Capital Investment Advisory Services
North Carolina
-$995K -48,318 Closed
Jane Street
372
Jane Street
New York
-$985K -47,815 Closed
RWM
373
Ritholtz Wealth Management
New York
-$896K -43,471 Closed
IC
374
Inscription Capital
Texas
-$744K -36,137 Closed
ARC
375
Advisor Resource Council
Texas
-$454K -22,054 Closed