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First Trust Preferred Securities and Income ETF

331 hedge funds and large institutions have $3.28B invested in First Trust Preferred Securities and Income ETF in 2020 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 146 increasing their positions, 81 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
+44
Holders Change %
+15.33%
% of All Funds
5.87%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.44%
New
63
Increased
146
Reduced
81
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
APA
201
American Portfolios Advisors
New York
$628K -$17.3K -855 -3%
Creative Planning
202
Creative Planning
Kansas
$625K -$11.4K -566 -2%
BRWA
203
B. Riley Wealth Advisors
Florida
$623K -$81.5K -4,038 -12%
AWM
204
AE Wealth Management
Kansas
$611K +$77.8K +3,854 +15%
MPCG
205
Matrix Private Capital Group
New York
$600K +$2.38K +118 +0.4%
SI
206
Stephens Inc
Arkansas
$593K -$29.8K -1,474 -5%
GVAG
207
Great Valley Advisor Group
Delaware
$593K +$59.6K +2,948 +11%
CCM
208
Chiron Capital Management
Florida
$590K +$312K +15,434 +112%
CFD
209
Creative Financial Designs
Indiana
$579K +$579K +28,653 New
CA
210
Claro Advisors
Massachusetts
$551K +$126K +6,256 +30%
MA
211
Mezzasalma Advisors
New Jersey
$531K +$531K +26,318 New
BAAM
212
Baker Avenue Asset Management
California
$517K
MHS
213
M Holdings Securities
Oregon
$513K -$30K -1,486 -6%
RFWA
214
RPg Family Wealth Advisory
Massachusetts
$512K
SFG
215
Summit Financial Group
West Virginia
$511K -$1.76K -87 -0.3%
1W
216
1776 Wealth
Georgia
$499K +$8.4K +416 +2%
VAS
217
Vestmark Advisory Solutions
Massachusetts
$490K +$140K +6,912 +40%
TFS
218
TrustCore Financial Services
Tennessee
$473K
CCP
219
Corient Capital Partners
California
$457K -$1.76M -86,919 -79%
BF
220
BOK Financial
Oklahoma
$455K -$135K -6,663 -23%
BAM
221
Belpointe Asset Management
Nevada
$446K +$37.6K +1,864 +9%
SDAM
222
Shulman DeMeo Asset Management
New York
$441K
VCM
223
Vivaldi Capital Management
Illinois
$441K +$138K +6,825 +46%
MP
224
McDonald Partners
Ohio
$437K +$437K +21,666 New
MRCM
225
M&R Capital Management
New Jersey
$435K -$20K -990 -4%