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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 %
BRWA
176
B. Riley Wealth Advisors
Florida
$1.91M +$44.5K +2,190 +2%
ODFS
177
O'Donnell Financial Services
California
$1.9M +$909K +45,908 +92%
CPIA
178
Cornell Pochily Investment Advisors
New York
$1.87M -$114K -5,601 -6%
MIAN
179
Mariner Independent Advisor Network
Kansas
$1.87M -$454K -22,354 -20%
OC
180
Oppenheimer & Co
New York
$1.83M +$858K +42,211 +88%
BEI
181
Benjamin Edwards Inc
Missouri
$1.83M -$3.13K -154 -0.2%
BFO
182
Biltmore Family Office
North Carolina
$1.8M +$637K +31,353 +55%
HH
183
Hilltop Holdings
Texas
$1.8M +$814K +40,042 +83%
BAM
184
Belpointe Asset Management
Nevada
$1.77M +$224K +11,029 +14%
APA
185
American Portfolios Advisors
New York
$1.77M -$18.1K -890 -1%
HWM
186
Holloway Wealth Management
Florida
$1.76M -$1.8M
CCFM
187
Clear Creek Financial Management
Washington
$1.76M -$1.61K -79 -0.1%
LWM
188
Laidlaw Wealth Management
New York
$1.67M +$46.3K +2,280 +3%
NA
189
NewEdge Advisors
Louisiana
$1.66M +$776K +38,228 +88%
IWC
190
Integrated Wealth Concepts
Massachusetts
$1.65M +$466K +22,941 +40%
LI
191
LVZ Inc
Michigan
$1.61M +$59.8K +2,942 +4%
HR
192
Hardy Reed
Mississippi
$1.59M
GVAG
193
Great Valley Advisor Group
Delaware
$1.59M -$12.2K -596 -0.8%
HIS
194
Harvest Investment Services
Illinois
$1.58M -$52K -2,560 -3%
SF
195
Synovus Financial
Georgia
$1.57M +$32.5K +1,600 +2%
OPS
196
Orion Portfolio Solutions
Nebraska
$1.55M -$467K -22,994 -23%
FEG
197
Financial Enhancement Group
Indiana
$1.54M +$60.7K +2,986 +4%
IWN
198
Independent Wealth Network
Iowa
$1.52M -$8.9K -438 -0.6%
PNC Financial Services Group
199
PNC Financial Services Group
Pennsylvania
$1.52M +$100K +4,928 +7%
CIBC World Market
200
CIBC World Market
Ontario, Canada
$1.49M +$309K +15,229 +26%