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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 %
GWM
151
Geneos Wealth Management
Colorado
$1.74M -$23.6K -1,159 -1%
QA
152
Quantitative Advantage
Minnesota
$1.73M +$186K +9,244 +12%
BAS
153
Brown Advisory Securities
Maryland
$1.72M -$60.5K -3,000 -3%
PNC Financial Services Group
154
PNC Financial Services Group
Pennsylvania
$1.66M -$185K -9,200 -10%
OMC
155
Old Mission Capital
Illinois
$1.65M -$6.88M -341,436 -81%
HIS
156
Harvest Investment Services
Illinois
$1.64M -$167K -8,296 -9%
IA
157
Insight Advisors
Pennsylvania
$1.63M -$125K -6,162 -7%
SEIA
158
Signature Estate & Investment Advisors
California
$1.6M -$478K -23,708 -23%
LA
159
LexAurum Advisors
Kansas
$1.46M +$31K +1,538 +2%
LI
160
LVZ Inc
Michigan
$1.46M +$139K +6,882 +11%
IA
161
IFG Advisory
Georgia
$1.46M -$499K -24,758 -26%
MWA
162
Moser Wealth Advisors
Washington
$1.45M -$29.3K -1,452 -2%
FEG
163
Financial Enhancement Group
Indiana
$1.44M +$75.8K +3,759 +6%
BRWA
164
B. Riley Wealth Advisors
Florida
$1.41M +$790K +39,195 +127%
MCM
165
MAI Capital Management
Ohio
$1.32M -$8.34K -414 -0.6%
Thrivent Financial for Lutherans
166
Thrivent Financial for Lutherans
Minnesota
$1.29M -$859K
UCFA
167
United Capital Financial Advisors
Texas
$1.27M +$117K +5,807 +10%
WCM
168
WealthBridge Capital Management
Ohio
$1.27M -$38.8K -1,926 -3%
AI
169
Atria Investments
North Carolina
$1.26M -$2.94K -146 -0.2%
AF
170
Advisornet Financial
Minnesota
$1.26M +$32.2K +1,600 +3%
TW
171
Transform Wealth
Colorado
$1.17M +$387K +19,221 +49%
JWBC
172
J.W. Burns & Co
New York
$1.14M -$6.55K -325 -0.6%
CRI
173
Colonial River Investments
Virginia
$1.12M +$25.2K +1,248 +2%
PG
174
Patten Group
Tennessee
$1.11M +$1.11M +55,044 New
PAS
175
Park Avenue Securities
New York
$1.11M +$170K +8,433 +18%