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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.

New
Increased
Maintained
Reduced
Closed
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 %
HCM
101
Howard Capital Management
Georgia
$5.27M +$230K +11,124 +5%
WI
102
Wintrust Investments
Illinois
$5.21M +$185K +9,125 +4%
CWA
103
Choice Wealth Advisors
Maine
$5.15M +$302K +14,871 +6%
SAM
104
Stringer Asset Management
Tennessee
$5.13M -$8.12M -160,217 -61%
RCA
105
Reitz Capital Advisors
Michigan
$5.08M -$243K -11,785 -5%
PP
106
PFS Partners
New Jersey
$5.04M +$5.04M +248,134 New
WAM
107
Walker Asset Management
Missouri
$5.03M +$5.03M +247,368 New
BFA
108
Brendel Financial Advisors
New Hampshire
$4.99M +$4.99M +245,559 New
GCP
109
Gill Capital Partners
Colorado
$4.88M +$371K +18,263 +8%
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$4.79M +$1.47M +72,544 +44%
AP
111
Americana Partners
Texas
$4.78M -$838K -41,239 -15%
NRI
112
NFP Retirement Inc
California
$4.68M +$788K +38,781 +20%
FHB
113
First Hawaiian Bank
Hawaii
$4.64M +$707K +34,815 +18%
EL
114
Essex LLC
Illinois
$4.59M -$291K -14,335 -6%
CAN
115
Cetera Advisor Networks
California
$4.46M -$1.63M -80,309 -27%
TCM
116
Triumph Capital Management
Colorado
$4.35M +$359K +17,665 +9%
DADC
117
D.A. Davidson & Co
Montana
$4.17M +$388K +19,093 +10%
APWM
118
Atlas Private Wealth Management
New York
$4.17M -$66.7K -3,280 -2%
DC
119
Davenport & Co
Virginia
$4.17M -$795K -39,116 -16%
UCFA
120
United Capital Financial Advisors
Texas
$4.17M -$145K -7,152 -3%
AIFAIM
121
American Institute for Advanced Investment Management
Arizona
$4.15M +$432K +21,256 +12%
FF
122
Financial Futures
New Jersey
$4.14M +$4.14M +203,692 New
AAS
123
Ameritas Advisory Services
Nebraska
$4.1M +$4.1M +201,800 New
KA
124
Kovack Advisors
Florida
$4.06M +$306K +15,070 +8%
DWP
125
Destiny Wealth Partners
Florida
$4.06M +$614K +30,225 +18%