FPE icon

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 %
TCWM
376
Total Clarity Wealth Management
Illinois
$54K +$54K +2,637 New
ACM
377
Antonetti Capital Management
Florida
$53K -$10.4K -507 -16%
PMFA
378
Plante Moran Financial Advisors
Michigan
$50K
NFSG
379
Newbridge Financial Services Group
Florida
$47K +$243 +12 +0.5%
AIP
380
Ahrens Investment Partners
Louisiana
$47K +$47K +2,320 New
Fifth Third Bancorp
381
Fifth Third Bancorp
Ohio
$40K +$40K +1,965 New
TSWM
382
Tyler-Stone Wealth Management
Ohio
$39K +$39K +1,900 New
KFS
383
Kelly Financial Services
Massachusetts
$30.3K -$41 -2 -0.1%
Deutsche Bank
384
Deutsche Bank
Germany
$30K
AA
385
AlphaMark Advisors
Kentucky
$29K +$29K +1,450 New
GWS
386
Glassman Wealth Services
Virginia
$28K +$28K +1,384 New
SSC
387
Syverson Strege & Co
Iowa
$27K
CFB
388
Cullen/Frost Bankers
Texas
$25K
HIA
389
Harbor Investment Advisory
Maryland
$21K -$870 -43 -4%
MA
390
Montag & Associates
Georgia
$20K
KPCM
391
Kings Point Capital Management
New York
$20K +$20K +1,000 New
SIS
392
Sound Income Strategies
Florida
$18K
PCMC
393
Paragon Capital Management (Colorado)
Colorado
$16K +$16K +767 New
FAG
394
Fortitude Advisory Group
Washington
$15K +$15K +759 New
FHC
395
First Heartland Consultants
Missouri
$12.4K +$1K +49,346 +9%
AWM
396
AllSquare Wealth Management
New York
$10K
WTA
397
Washington Trust Advisors
Massachusetts
$10K +$10K +487 New
CFA
398
Carroll Financial Associates
North Carolina
$8K
HCM
399
Highlander Capital Management
New Jersey
$6K
DI
400
Disciplined Investments
Oklahoma
$6K