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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
CCMG
76
Clark Capital Management Group
Pennsylvania
$6.43M +$1.99M +97,423 +45%
CA
77
Cetera Advisors
Colorado
$6.21M +$589K +28,873 +11%
TW
78
Transform Wealth
Colorado
$6.19M +$4.94M +242,058 +416%
PFS
79
Prospera Financial Services
Texas
$6.1M +$909K +44,538 +18%
TA
80
TrueWealth Advisors
Alabama
$6.07M +$6.01M +294,609 New
CAN
81
Cetera Advisor Networks
California
$5.99M +$3.64M +178,426 +159%
WWM
82
Western Wealth Management
Colorado
$5.96M +$1.65M +81,052 +39%
BRC
83
BHF RG Capital
Arizona
$5.68M +$1.3M +63,866 +30%
AAS
84
Avantax Advisory Services
Texas
$5.64M +$318K +15,575 +6%
B
85
Barings
North Carolina
$5.54M
FLI
86
Family Legacy Inc
South Carolina
$5.4M +$99.6K +4,881 +2%
WI
87
Wintrust Investments
Illinois
$5.15M -$332K -16,251 -6%
SPIA
88
Steward Partners Investment Advisory
New York
$5.11M +$266K +13,050 +6%
RCA
89
Reitz Capital Advisors
Michigan
$5.08M +$408K +20,012 +9%
AIM
90
Aspen Investment Management
Michigan
$4.84M +$50.3K +2,463 +1%
KFP
91
KMG Fiduciary Partners
Ohio
$4.82M -$76.9K -3,768 -2%
SAM
92
Stringer Asset Management
Tennessee
$4.82M +$2.69M +131,913 +129%
CCG
93
Cypress Capital Group
Florida
$4.79M +$1.15M +56,595 +32%
NWM
94
Northwest Wealth Management
Iowa
$4.72M +$662K +32,433 +16%
EH
95
Equitable Holdings
New York
$4.68M +$732K +35,849 +19%
BFA
96
Brendel Financial Advisors
New Hampshire
$4.66M +$1.38M +67,457 +43%
CWA
97
Choice Wealth Advisors
Maine
$4.63M +$316K +15,495 +7%
JIP
98
Jaffetilchin Investment Partners
Florida
$4.6M -$2.36M -115,533 -34%
RG
99
Retirement Group
California
$4.58M +$517K +25,311 +13%
AP
100
Americana Partners
Texas
$4.42M +$1.73M +84,835 +53%