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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 %
CFD
201
Creative Financial Designs
Indiana
$764K +$186K +9,250 +32%
Ameriprise
202
Ameriprise
Minnesota
$761K +$372K +18,465 +96%
FAIM
203
Financial Advocates Investment Management
Washington
$748K -$285K -13,906 -28%
MAFM
204
Mid Atlantic Financial Management
Pennsylvania
$747K +$84K +4,166 +13%
CFS
205
CRA Financial Services
New Jersey
$739K
AIP
206
Almanack Investment Partners
Pennsylvania
$710K +$710K +35,229 New
GVAG
207
Great Valley Advisor Group
Delaware
$670K +$79K +3,922 +13%
BWA
208
Beam Wealth Advisors
Louisiana
$659K -$44.9K -2,230 -6%
TFS
209
Thoroughbred Financial Services
Tennessee
$645K +$443 +22 +0.1%
MHS
210
M Holdings Securities
Oregon
$638K +$125K +6,215 +24%
CA
211
Claro Advisors
Massachusetts
$636K +$85.8K +4,256 +16%
OC
212
Oppenheimer & Co
New York
$631K -$7.46K -370 -1%
Creative Planning
213
Creative Planning
Kansas
$620K -$3.81K -189 -0.6%
CCFM
214
Clear Creek Financial Management
Washington
$610K -$955K -46,537 -61%
FHA
215
Flagship Harbor Advisors
Massachusetts
$606K +$606K +30,085 New
MPCG
216
Matrix Private Capital Group
New York
$599K
PWP
217
Principle Wealth Partners
Connecticut
$581K +$207K +10,282 +55%
MP
218
McDonald Partners
Ohio
$571K +$135K +6,680 +31%
ERWM
219
Elk River Wealth Management
Colorado
$569K -$257K -12,748 -31%
BAM
220
Belpointe Asset Management
Nevada
$537K +$91.4K +4,534 +21%
1W
221
1776 Wealth
Georgia
$525K +$26.8K +1,329 +5%
AWA
222
ARQ Wealth Advisors
Arizona
$524K +$119K +5,929 +30%
MA
223
Mezzasalma Advisors
New Jersey
$521K -$8.82K -438 -2%
Koshinski Asset Management
224
Koshinski Asset Management
Illinois
$520K +$520K +25,810 New
BAAM
225
Baker Avenue Asset Management
California
$516K