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First Trust Preferred Securities and Income ETF

330 hedge funds and large institutions have $3.55B invested in First Trust Preferred Securities and Income ETF in 2021 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 162 increasing their positions, 85 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
-1
Holders Change %
-0.3%
% of All Funds
5.81%
Holding in Top 10
30
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20%
% of All Funds
0.53%
New
34
Increased
162
Reduced
85
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAN
126
Cetera Advisor Networks
California
$2.26M -$88.4K -4,387 -4%
DWP
127
Destiny Wealth Partners
Florida
$2.25M +$2.25M +111,833 New
HWM
128
Holloway Wealth Management
Florida
$2.24M -$3.2M
AWG
129
Altus Wealth Group
Colorado
$2.2M +$144K +7,039 +7%
CWM
130
Concentrum Wealth Management
California
$2.19M -$95.3K -4,730 -4%
LSPW
131
Lake Street Private Wealth
Illinois
$2.17M -$53.4K -2,650 -2%
PFGIA
132
Patriot Financial Group Insurance Agency
Massachusetts
$2.14M +$75.1K +3,726 +4%
OPS
133
Orion Portfolio Solutions
Nebraska
$2.14M -$204K -10,125 -9%
CPIG
134
Chicago Partners Investment Group
Illinois
$2.11M +$194K +9,508 +10%
DC
135
Davenport & Co
Virginia
$2.09M +$87K +4,316 +4%
VIM
136
Vista Investment Management
Pennsylvania
$2.07M +$376K +18,643 +22%
HR
137
Hardy Reed
Mississippi
$2.07M -$2.9M -143,755 -58%
SAM
138
Stringer Asset Management
Tennessee
$2.05M -$729K -36,160 -26%
PWA
139
Providence Wealth Advisors
Illinois
$2.05M +$455K +22,571 +29%
ASN
140
Advisory Services Network
Georgia
$1.94M +$4.25K +211 +0.2%
HCIA
141
Hochman Cole Investment Advisors
Illinois
$1.92M +$1.64M +81,608 +604%
PPA
142
Parametric Portfolio Associates
Washington
$1.91M +$76.3K +3,787 +4%
FWM
143
Frontier Wealth Management
Missouri
$1.91M +$387K +19,184 +25%
ACI
144
Alpha Cubed Investments
California
$1.9M +$1.19M +59,100 +169%
QWM
145
QP Wealth Management
New Jersey
$1.88M +$125K +6,181 +7%
FHB
146
First Hawaiian Bank
Hawaii
$1.86M -$44.3K -2,200 -2%
FPWM
147
FSB Premier Wealth Management
Iowa
$1.82M +$1.03K +51 +0.1%
MIAN
148
Mariner Independent Advisor Network
Kansas
$1.78M +$256K +12,688 +17%
BEI
149
Benjamin Edwards Inc
Missouri
$1.78M -$8.64K -429 -0.5%
CPIA
150
Cornell Pochily Investment Advisors
New York
$1.75M -$53.7K -2,663 -3%