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First Trust Preferred Securities and Income ETF

360 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 44 funds opening new positions, 188 increasing their positions, 71 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
360
Holders Change
+6
Holders Change %
+1.69%
% of All Funds
6.32%
Holding in Top 10
37
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.78%
% of All Funds
0.65%
New
44
Increased
188
Reduced
71
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of Montreal
126
Bank of Montreal
Ontario, Canada
$3.36M -$261K -12,677 -7%
MA
127
Mutual Advisors
Nebraska
$3.21M -$145K -7,076 -4%
CHC
128
City Holding Co
West Virginia
$3.08M +$2.33M +113,575 +313%
EDRIA
129
Edmonds Duncan Registered Investment Advisors
Kansas
$2.97M -$24.9K -1,210 -0.8%
PWA
130
Providence Wealth Advisors
Illinois
$2.66M +$249K +12,095 +10%
VA
131
Valmark Advisers
Ohio
$2.64M +$118K +5,739 +5%
SWM
132
Spire Wealth Management
Virginia
$2.57M +$1.34M +65,148 +109%
Mirae Asset Global Investments
133
Mirae Asset Global Investments
South Korea
$2.54M
WS
134
Wedbush Securities
California
$2.53M +$18.8K +915 +0.7%
AP
135
Agilis Partners
Massachusetts
$2.47M
AWG
136
Altus Wealth Group
Colorado
$2.46M +$154K +7,505 +7%
VIM
137
Vista Investment Management
Pennsylvania
$2.44M +$191K +9,322 +9%
AAM
138
Autus Asset Management
Arizona
$2.38M +$1.11M +54,002 +87%
CWM
139
Concentrum Wealth Management
California
$2.37M -$411 -20 -0%
LSPW
140
Lake Street Private Wealth
Illinois
$2.36M +$77.3K +3,763 +3%
MIAN
141
Mariner Independent Advisor Network
Kansas
$2.35M +$282K +13,726 +14%
PFGIA
142
Patriot Financial Group Insurance Agency
Massachusetts
$2.35M +$80.1K +3,898 +4%
RIA
143
Regal Investment Advisors
Michigan
$2.34M +$167K +8,151 +8%
SFPG
144
Stonebridge Financial Planning Group
Florida
$2.33M +$80.5K +3,927 +4%
VAS
145
Vestmark Advisory Solutions
Massachusetts
$2.31M +$326K +15,889 +16%
CPIG
146
Chicago Partners Investment Group
Illinois
$2.28M +$98.8K +4,829 +5%
KPWS
147
Kestra Private Wealth Services
Texas
$2.23M -$72.3K -3,518 -3%
OPS
148
Orion Portfolio Solutions
Nebraska
$2.04M +$2.04M +99,454 New
CPIA
149
Cornell Pochily Investment Advisors
New York
$2.01M +$123K +5,977 +7%
BAS
150
Brown Advisory Securities
Maryland
$2M