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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: 3036 (+6)

16% more capital invested

Capital invested by funds: $3.55B → $4.12B (+$574M)

7% more funds holding

Funds holding: 333356 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
26
Renaissance Technologies
New York
$24.7M +$18.7M +917,300 +327%
TLP
27
Trinity Legacy Partners
Texas
$24.4M -$2.65M -129,911 -10%
TNBTD
28
Trustmark National Bank Trust Department
Mississippi
$23.4M -$961K -47,080 -4%
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$22.7M
Qube Research & Technologies (QRT)
30
Qube Research & Technologies (QRT)
United Kingdom
$21.2M -$26.4M -1,295,526 -56%
Barclays
31
Barclays
United Kingdom
$21.2M +$14.4M +706,603 +218%
KAS
32
Kestra Advisory Services
Texas
$21M +$540K +26,437 +3%
MFG
33
Magnus Financial Group
New York
$20.8M +$883K +43,257 +4%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$20.8M +$1.64M +80,377 +9%
ST
35
Spinnaker Trust
Maine
$20M +$2.97M +145,427 +18%
CAG
36
Csenge Advisory Group
Florida
$18.7M +$286K +14,002 +2%
AAP
37
Arax Advisory Partners
Colorado
$18.1M +$18M +880,841 New
MAP
38
Milestone Advisory Partners
North Carolina
$16.7M +$230K +11,249 +1%
HWA
39
HCR Wealth Advisors
California
$16.3M -$132K -6,479 -0.8%
1IA
40
1834 Investment Advisors
Wisconsin
$14.4M +$1.05M +51,488 +8%
BFG
41
Berger Financial Group
Minnesota
$14M +$392K +19,201 +3%
Citigroup
42
Citigroup
New York
$13.2M +$4.95M +242,739 +61%
MML Investors Services
43
MML Investors Services
Massachusetts
$13.2M +$1.34M +65,857 +11%
JP Morgan Chase
44
JP Morgan Chase
New York
$13M +$4.02M +197,036 +46%
EWM
45
Empirical Wealth Management
Washington
$12.7M +$2.95M +144,472 +31%
LFAS
46
Level Four Advisory Services
Texas
$12.2M +$298K +14,587 +3%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$11.7M -$307K -15,050 -3%
HI
48
Harbour Investments
Wisconsin
$11.5M +$751K +36,817 +7%
SWP
49
ShoreHaven Wealth Partners
New Jersey
$11.2M +$2.57M +126,001 +30%
CWM
50
Comprehensive Wealth Management
Washington
$10.3M -$198K -9,700 -2%