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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
NDSI
76
Newman Dignan & Sheerar Inc
Rhode Island
$6.51M +$6.55M +317,127 New
TW
77
Transform Wealth
Colorado
$6.44M +$278K +13,462 +4%
BRC
78
BHF RG Capital
Arizona
$6.37M +$703K +34,024 +12%
PFS
79
Prospera Financial Services
Texas
$6.35M +$272K +13,159 +4%
CAN
80
Cetera Advisor Networks
California
$6.16M +$195K +9,433 +3%
TA
81
TrueWealth Advisors
Alabama
$6.1M +$46.2K +2,239 +0.8%
RA
82
RiverTree Advisors
Florida
$5.92M +$2.27M +110,131 +62%
AAS
83
Avantax Advisory Services
Texas
$5.85M +$228K +11,025 +4%
CCG
84
Cypress Capital Group
Florida
$5.79M +$1.02M +49,190 +21%
AI
85
Atria Investments
North Carolina
$5.77M +$2.24M +108,471 +63%
AP
86
Americana Partners
Texas
$5.68M +$676K +32,744 +13%
SPC
87
Sigma Planning Corp
Michigan
$5.63M -$915K -44,296 -14%
EH
88
Equitable Holdings
New York
$5.57M +$906K +43,869 +19%
FLI
89
Family Legacy Inc
South Carolina
$5.53M +$188K +9,127 +3%
B
90
Barings
North Carolina
$5.53M
SAM
91
Stringer Asset Management
Tennessee
$5.37M +$568K +27,502 +12%
RCA
92
Reitz Capital Advisors
Michigan
$5.3M +$243K +11,785 +5%
AIM
93
Aspen Investment Management
Michigan
$5.29M +$473K +22,915 +10%
WI
94
Wintrust Investments
Illinois
$5.08M -$53.7K -2,603 -1%
DC
95
Davenport & Co
Virginia
$5.02M +$2.43M +117,853 +93%
HCM
96
Howard Capital Management
Georgia
$5.01M +$702K +33,992 +16%
NWM
97
Northwest Wealth Management
Iowa
$4.98M +$277K +13,437 +6%
OIA
98
OneDigital Investment Advisors
Kansas
$4.94M +$1.92M +92,859 +63%
EL
99
Essex LLC
Illinois
$4.94M +$4.96M +240,318 New
CWA
100
Choice Wealth Advisors
Maine
$4.9M +$286K +13,831 +6%