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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 %
AAM
151
Autus Asset Management
Arizona
$2.64M +$291K +14,315 +12%
GWM
152
Geneos Wealth Management
Colorado
$2.64M +$740K +36,391 +39%
CPIG
153
Chicago Partners Investment Group
Illinois
$2.59M +$448K +23,260 +21%
MHB
154
Midwest Heritage Bank
Iowa
$2.55M +$2.55M +125,700 New
BCP
155
Blackhawk Capital Partners
Wisconsin
$2.53M +$1.69M +83,405 +202%
AP
156
Agilis Partners
Massachusetts
$2.53M +$85.2K +4,191 +3%
PFGIA
157
Patriot Financial Group Insurance Agency
Massachusetts
$2.46M +$138K +6,791 +6%
QPW
158
Quantum Private Wealth
Florida
$2.46M +$2.46M +120,919 New
AWG
159
Altus Wealth Group
Colorado
$2.45M +$10.6K +520 +0.4%
FPGK
160
Financial Partners Group (Kansas)
Kansas
$2.42M +$1.22M +61,559 +102%
CAMG
161
CWA Asset Management Group
Florida
$2.42M +$675K +33,216 +39%
CA
162
Claro Advisors
Massachusetts
$2.39M +$701K +34,491 +41%
WS
163
Wedbush Securities
California
$2.38M -$117K -5,781 -5%
ACI
164
Alpha Cubed Investments
California
$2.33M +$414K +20,400 +22%
CWM
165
Concentrum Wealth Management
California
$2.32M -$33.3K -1,639 -1%
LSPW
166
Lake Street Private Wealth
Illinois
$2.31M -$28K -1,377 -1%
Citadel Advisors
167
Citadel Advisors
Florida
$2.22M -$2.23M -109,686 -50%
FWM
168
Frontier Wealth Management
Missouri
$2.2M +$264K +12,996 +14%
RIA
169
Regal Investment Advisors
Michigan
$2.18M -$139K -6,834 -6%
SFPG
170
Stonebridge Financial Planning Group
Florida
$2.17M -$74.9K -3,784 -3%
AF
171
Advisornet Financial
Minnesota
$2.15M +$408K +20,094 +24%
KWM
172
Kingsview Wealth Management
Oregon
$2.08M +$123K +6,071 +6%
VAS
173
Vestmark Advisory Solutions
Massachusetts
$2.08M -$208K -10,246 -9%
QWM
174
QP Wealth Management
New Jersey
$1.97M +$16.3K +800 +0.8%
MWA
175
Moser Wealth Advisors
Washington
$1.92M +$174K +8,547 +10%