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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
TLP
26
Trinity Legacy Partners
Texas
$24.6M +$352K +17,059 +1%
SFI
27
SPC Financial Inc
Maryland
$23.2M +$23.4M +1,131,730 New
MFG
28
Magnus Financial Group
New York
$22.2M +$1.49M +72,186 +7%
KAS
29
Kestra Advisory Services
Texas
$22.2M +$1.29M +62,390 +6%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$22.1M +$1.41M +68,474 +7%
TNBTD
31
Trustmark National Bank Trust Department
Mississippi
$21.7M -$1.64M -79,485 -7%
ST
32
Spinnaker Trust
Maine
$21.2M +$1.28M +62,097 +6%
CAG
33
Csenge Advisory Group
Florida
$19.3M +$660K +31,972 +4%
AAP
34
Arax Advisory Partners
Colorado
$18.7M +$562K +27,204 +3%
HWA
35
HCR Wealth Advisors
California
$17.1M +$912K +44,175 +6%
1IA
36
1834 Investment Advisors
Wisconsin
$16.7M +$2.37M +114,905 +16%
Barclays
37
Barclays
United Kingdom
$15.6M -$5.61M -271,647 -26%
Qube Research & Technologies (QRT)
38
Qube Research & Technologies (QRT)
United Kingdom
$15.5M -$5.72M -276,825 -27%
KCM
39
Karp Capital Management
California
$14.6M +$14.7M +711,012 New
BFG
40
Berger Financial Group
Minnesota
$14.2M +$245K +11,854 +2%
EWM
41
Empirical Wealth Management
Washington
$13.9M +$1.26M +60,876 +10%
MML Investors Services
42
MML Investors Services
Massachusetts
$13.5M +$336K +16,279 +3%
JP Morgan Chase
43
JP Morgan Chase
New York
$12.3M -$578K -27,992 -4%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$12.3M +$2.37M +114,862 +24%
HI
45
Harbour Investments
Wisconsin
$12.3M +$801K +38,788 +7%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$12M +$391K +18,931 +3%
SWP
47
ShoreHaven Wealth Partners
New Jersey
$11.8M +$647K +31,319 +6%
FHC
48
First Heartland Consultants
Missouri
$11.6M +$1.56M +75,718 +16%
AWE
49
Avidian Wealth Enterprises
Texas
$11.5M +$2.64M +127,927 +30%
Renaissance Technologies
50
Renaissance Technologies
New York
$10.5M -$14.2M -686,458 -57%