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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.

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 %
SFWA
26
Summit Financial Wealth Advisors
Louisiana
$28.7M +$939K +46,287 +3%
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$25.3M +$25.3M +1,244,911 New
TLP
28
Trinity Legacy Partners
Texas
$24.9M +$575K +28,291 +2%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$24.5M +$2.61M +128,416 +12%
KAS
30
Kestra Advisory Services
Texas
$24.2M +$2.24M +110,458 +10%
ST
31
Spinnaker Trust
Maine
$21.9M +$979K +48,172 +5%
MFG
32
Magnus Financial Group
New York
$21.3M -$635K -31,243 -3%
TNBTD
33
Trustmark National Bank Trust Department
Mississippi
$21.1M -$402K -19,806 -2%
MAP
34
Milestone Advisory Partners
North Carolina
$19.7M +$19.7M +971,275 New
SFI
35
SPC Financial Inc
Maryland
$19.2M -$3.75M -184,491 -16%
AAP
36
Arax Advisory Partners
Colorado
$19.1M +$637K +31,368 +3%
Renaissance Technologies
37
Renaissance Technologies
New York
$18.8M +$8.4M +413,158 +81%
CAG
38
Csenge Advisory Group
Florida
$18.7M -$659K -31,972 -3%
SPIA
39
Steward Partners Investment Advisory
New York
$18.4M +$11M +542,922 +151%
1IA
40
1834 Investment Advisors
Wisconsin
$16.9M +$348K +17,104 +2%
HWA
41
HCR Wealth Advisors
California
$16.7M -$272K -13,406 -2%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$16.1M +$3.86M +190,060 +32%
MML Investors Services
43
MML Investors Services
Massachusetts
$15.8M +$2.38M +117,159 +18%
EWM
44
Empirical Wealth Management
Washington
$15.3M +$1.48M +73,040 +11%
PAG
45
Private Advisor Group
New Jersey
$14.7M +$5.75M +283,054 +64%
Citigroup
46
Citigroup
New York
$14.4M +$4.56M +224,483 +46%
BFG
47
Berger Financial Group
Minnesota
$14.2M +$162K +7,949 +1%
AI
48
Atria Investments
North Carolina
$13.6M +$7.86M +386,863 +138%
KCM
49
Karp Capital Management
California
$12.4M -$2.03M -99,875 -14%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$12.1M +$193K +9,501 +2%