We are live on ! Find out more
FPE icon

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
KWM
151
Kingsview Wealth Management
Oregon
$1.98M +$1.58M +76,516 +389%
QWM
152
QP Wealth Management
New Jersey
$1.98M -$21.8K -1,054 -1%
FWM
153
Frontier Wealth Management
Missouri
$1.95M +$1.59K +77 +0.1%
ACI
154
Alpha Cubed Investments
California
$1.94M +$1.65K +80 +0.1%
PAS
155
Park Avenue Securities
New York
$1.92M +$674K +32,663 +54%
GWM
156
Geneos Wealth Management
Colorado
$1.92M +$23.7K +1,149 +1%
QA
157
Quantitative Advantage
Minnesota
$1.91M +$23.8K +1,152 +1%
BRWA
158
B. Riley Wealth Advisors
Florida
$1.88M +$199K +9,646 +12%
PPA
159
Parametric Portfolio Associates
Washington
$1.86M -$113K -5,466 -6%
BEI
160
Benjamin Edwards Inc
Missouri
$1.85M +$30.3K +1,468 +2%
HCIA
161
Hochman Cole Investment Advisors
Illinois
$1.83M -$93.8K -4,542 -5%
APA
162
American Portfolios Advisors
New York
$1.8M -$909K -44,032 -33%
HWM
163
Holloway Wealth Management
Florida
$1.8M
LA
164
LexAurum Advisors
Kansas
$1.79M +$45.1K +2,182 +3%
CCFM
165
Clear Creek Financial Management
Washington
$1.78M +$47.4K +2,296 +3%
MWA
166
Moser Wealth Advisors
Washington
$1.77M +$77.4K +3,747 +5%
CAMG
167
CWA Asset Management Group
Florida
$1.76M +$1.77M +85,873 New
AF
168
Advisornet Financial
Minnesota
$1.76M +$337K +16,315 +24%
CA
169
Claro Advisors
Massachusetts
$1.71M +$876K +42,412 +104%
AFM
170
Andesa Financial Management
Pennsylvania
$1.7M -$2.03M -98,381 -54%
HIS
171
Harvest Investment Services
Illinois
$1.65M -$16.8K -814 -1%
LWM
172
Laidlaw Wealth Management
New York
$1.64M +$1.65M +79,880 New
AFA
173
American Financial Advisors
Georgia
$1.62M -$376K -18,228 -19%
HR
174
Hardy Reed
Mississippi
$1.6M -$506K -24,500 -24%
GVAG
175
Great Valley Advisor Group
Delaware
$1.6M +$920K +44,553 +134%