FPE icon

First Trust Preferred Securities and Income ETF

330 hedge funds and large institutions have $3.55B invested in First Trust Preferred Securities and Income ETF in 2021 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 162 increasing their positions, 85 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
-1
Holders Change %
-0.3%
% of All Funds
5.81%
Holding in Top 10
30
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20%
% of All Funds
0.53%
New
34
Increased
162
Reduced
85
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FAM
26
Flaharty Asset Management
Florida
$24.9M +$1.03M +50,914 +4%
TNBTD
27
Trustmark National Bank Trust Department
Mississippi
$23.9M -$15.7M -780,639 -40%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$22.7M
KAS
29
Kestra Advisory Services
Texas
$20M -$1.06M -52,835 -5%
MFG
30
Magnus Financial Group
New York
$19.5M +$583K +28,935 +3%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$18.7M -$4.92M -244,233 -21%
CAG
32
Csenge Advisory Group
Florida
$18.2M +$3.86M +190,013 +27%
ST
33
Spinnaker Trust
Maine
$16.6M +$2M +99,159 +14%
MAP
34
Milestone Advisory Partners
North Carolina
$16.1M +$29.5K +1,462 +0.2%
HWA
35
HCR Wealth Advisors
California
$16M -$1.1M -54,787 -6%
BFG
36
Berger Financial Group
Minnesota
$13.3M +$526K +26,108 +4%
KCM
37
Karp Capital Management
California
$13.1M +$1.54M +76,217 +13%
1IA
38
1834 Investment Advisors
Wisconsin
$13.1M +$3.21M +159,353 +33%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$11.7M +$298K +14,767 +3%
LFAS
40
Level Four Advisory Services
Texas
$11.6M +$542K +26,874 +5%
MML Investors Services
41
MML Investors Services
Massachusetts
$11.6M +$2.23M +110,740 +24%
HI
42
Harbour Investments
Wisconsin
$10.5M +$10.5M +521,126 New
UB
43
UMB Bank
Missouri
$10.3M +$395K +19,601 +4%
CWM
44
Comprehensive Wealth Management
Washington
$10.3M +$10.3M +510,694 New
First Trust Advisors
45
First Trust Advisors
Illinois
$9.9M +$1.18M +58,745 +14%
EWM
46
Empirical Wealth Management
Washington
$9.52M -$592K -29,396 -6%
Wells Fargo
47
Wells Fargo
California
$9.43M +$398K +19,728 +4%
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$8.7M -$662K -32,872 -7%
SWP
49
Summit Wealth Partners
Florida
$8.42M +$473K +23,464 +6%
SWP
50
ShoreHaven Wealth Partners
New Jersey
$8.41M -$250K -12,413 -3%