We are live on ! Find out more
FPE icon

First Trust Preferred Securities and Income ETF

356 hedge funds and large institutions have $4.12B invested in First Trust Preferred Securities and Income ETF in 2021 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 191 increasing their positions, 70 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 70

96% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 26

20% more funds holding in top 10

Funds holding in top 10: 3036 (+6)

16% more capital invested

Capital invested by funds: $3.55B → $4.12B (+$574M)

7% more funds holding

Funds holding: 333356 (+23)

1.52% more ownership

Funds ownership: 57.17%58.69% (+1.5%)

Holders
356
Holders Change
+23
Holders Change %
+6.91%
% of All Funds
6.2%
Holding in Top 10
36
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+20%
% of All Funds
0.63%
New
51
Increased
191
Reduced
70
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
201
Capital Investment Advisory Services
North Carolina
$995K +$986K +48,318 New
Jane Street
202
Jane Street
New York
$985K -$1.63M -79,779 -63%
OC
203
Oppenheimer & Co
New York
$979K +$332K +16,253 +52%
AAMA
204
Advanced Asset Management Advisors
Ohio
$948K
FAIM
205
Financial Advocates Investment Management
Washington
$944K +$190K +9,304 +25%
IWC
206
Integrated Wealth Concepts
Massachusetts
$928K -$7.37K -361 -0.8%
RWM
207
Ritholtz Wealth Management
New York
$896K +$887K +43,471 New
PA
208
PSI Advisors
Florida
$873K +$32.9K +1,610 +4%
MA
209
MJP Associates
Connecticut
$862K +$73.6K +3,607 +9%
CA
210
Claro Advisors
Massachusetts
$839K +$187K +9,146 +29%
NWA
211
Navis Wealth Advisors
New York
$824K
SI
212
Stephens Inc
Arkansas
$813K +$26.6K +1,305 +3%
IFG
213
Independent Financial Group
California
$808K +$70.1K +3,434 +10%
MAFM
214
Mid Atlantic Financial Management
Pennsylvania
$780K +$16.6K +814 +2%
NA
215
NewEdge Advisors
Louisiana
$766K -$27.9K -1,368 -4%
IAN
216
Integrated Advisors Network
Texas
$749K +$529K +25,936 +249%
CHC
217
City Holding Co
West Virginia
$747K +$704K +34,475 +1,915%
PWP
218
Principle Wealth Partners
Connecticut
$744K +$149K +7,281 +25%
IC
219
Inscription Capital
Texas
$744K +$737K +36,137 New
CFD
220
Creative Financial Designs
Indiana
$733K -$47.4K -2,321 -6%
MFP
221
Meridian Financial Partners
Virginia
$701K +$412K +20,165 +146%
GVAG
222
Great Valley Advisor Group
Delaware
$672K
TFS
223
Thoroughbred Financial Services
Tennessee
$664K +$3.67K +180 +0.6%
MHS
224
M Holdings Securities
Oregon
$662K +$10K +491 +2%
Creative Planning
225
Creative Planning
Kansas
$641K +$7.47K +366 +1%