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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
IIC
101
Ironwood Investment Counsel
Arizona
$4.73M +$525K +25,446 +12%
KC
102
Kinloch Capital
Virginia
$4.64M +$434K +21,027 +10%
RG
103
Retirement Group
California
$4.63M +$66.4K +3,217 +1%
GCP
104
Gill Capital Partners
Colorado
$4.55M +$650K +31,490 +17%
JIP
105
Jaffetilchin Investment Partners
Florida
$4.52M -$64.6K -3,130 -1%
Citadel Advisors
106
Citadel Advisors
Florida
$4.49M +$4.52M +218,762 New
KFP
107
KMG Fiduciary Partners
Ohio
$4.37M -$441K -21,357 -9%
UCFA
108
United Capital Financial Advisors
Texas
$4.36M -$46.9K -2,272 -1%
FA
109
Flagstar Advisors
New York
$4.35M +$4.37M +211,609 New
APWM
110
Atlas Private Wealth Management
New York
$4.28M +$63.6K +3,079 +1%
BFS
111
Bard Financial Services
Connecticut
$4.06M
TCM
112
Triumph Capital Management
Colorado
$4.03M +$4.06M +196,415 New
FHB
113
First Hawaiian Bank
Hawaii
$3.98M +$915K +44,305 +30%
NRI
114
NFP Retirement Inc
California
$3.93M +$217K +10,496 +6%
IWM
115
IHT Wealth Management
Illinois
$3.88M -$189K -9,142 -5%
LNC
116
Lincoln National Corp
Pennsylvania
$3.87M +$126K +6,091 +3%
AIC
117
Ameritas Investment Company
Nebraska
$3.83M +$1.83M +88,861 +91%
DADC
118
D.A. Davidson & Co
Montana
$3.83M +$1.2M +57,905 +45%
KA
119
Kovack Advisors
Florida
$3.79M +$83.9K +4,064 +2%
AIFAIM
120
American Institute for Advanced Investment Management
Arizona
$3.76M +$175K +8,471 +5%
BFEC
121
Benjamin F. Edwards & Company
Missouri
$3.66M -$159K -7,718 -4%
US Bancorp
122
US Bancorp
Minnesota
$3.56M +$319K +15,445 +10%
DWP
123
Destiny Wealth Partners
Florida
$3.48M +$852K +41,281 +32%
SAM
124
Synergy Asset Management
Washington
$3.46M -$5.71M -276,674 -62%
SIA
125
Soltis Investment Advisors
Utah
$3.45M +$503K +24,369 +17%