We are live on ! Find out more
FPE icon

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
TCM
376
Tuttle Capital Management
Connecticut
-$398K -19,338 Closed
JWCA
377
J.W. Cole Advisors
Florida
-$392K -19,024 Closed
KOMWMG
378
Kerntke Otto McGlone Wealth Management Group
Wisconsin
-$324K -15,747 Closed
WP
379
WealthShield Partners
North Carolina
-$323K -15,695 Closed
LAS
380
Lloyd Advisory Services
Georgia
-$308K -14,967 Closed
WA
381
Wealthstar Advisors
Texas
-$304K -14,700 Closed
Lido Advisors
382
Lido Advisors
California
-$280K -13,570 Closed
RA
383
RFG Advisory
Alabama
-$249K -12,063 Closed
CFG
384
Cooper Financial Group
California
-$234K -11,366 Closed
TI
385
tru Independence
Oregon
-$229K -11,099 Closed
MHR
386
Matthew Hamilton Rosenberg
-$88K -4,266 Closed
MFA
387
McClarren Financial Advisors
Pennsylvania
-$40K -1,956 Closed
LC
388
Lindbrook Capital
California
-$21K -1,000 Closed
RDWM
389
Red Door Wealth Management
Tennessee
-$19K -964 Closed
PA
390
Parallel Advisors
California
-$18.4K -890 Closed
Fifth Third Bancorp
391
Fifth Third Bancorp
Ohio
-$18K -870 Closed
FMTCOCP
392
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
-$11K -551 Closed
SCA
393
Stonebridge Capital Advisors
Minnesota
-$11K -528 Closed
BlackRock
394
BlackRock
New York
-$8K -372 Closed
SL
395
Savior LLC
Massachusetts
-$7K -332 Closed
Fidelity Investments
396
Fidelity Investments
Massachusetts
-$103 -5 -50%