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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: 30 → 36 (+6)
16% more capital invested
Capital invested by funds: $3.55B → $4.12B (+$574M)
7% more funds holding
Funds holding: 333 → 356 (+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
–
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$61.9M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$46.5M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$40.7M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$39.7M |
| 5 |
LPL Financial
San Diego,
California
|
+$34.6M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EP
376
Eudaimonia Partners
Winchester,
Tennessee
| – | -$11K | -557 | Closed |
|
|
TCM
377
Tradewinds Capital Management
Bellingham,
Washington
| – | -$10K | -511 | Closed |
|
|
CFN
378
Cordasco Financial Network
Naples,
Florida
| – | -$10K | -500 | Closed |
|
|
HPC
379
HM Payson & Co
Portland,
Maine
| – | -$5K | -267 | Closed |
|
380
Fidelity Investments
Boston,
Massachusetts
| – | +$102 | +5 | +100% |
|
|
SIM
381
Sonora Investment Management
Tucson,
Arizona
| – | +$163 | +8 | New |
|
|
FCAS
382
First Command Advisory Services
Fort Worth,
Texas
| – | +$3.1K | +152 | New |
|