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First Trust Preferred Securities and Income ETF

363 hedge funds and large institutions have $4.47B invested in First Trust Preferred Securities and Income ETF in 2021 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 190 increasing their positions, 71 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 71

32% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 34

8% more capital invested

Capital invested by funds: $4.12B → $4.47B (+$346M)

3% more funds holding in top 10

Funds holding in top 10: 3637 (+1)

2% more funds holding

Funds holding: 356363 (+7)

0.05% less ownership

Funds ownership: 58.69%58.64% (-0.05%)

Holders
363
Holders Change
+7
Holders Change %
+1.97%
% of All Funds
6.36%
Holding in Top 10
37
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.78%
% of All Funds
0.65%
New
45
Increased
190
Reduced
71
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JWBC
201
J.W. Burns & Co
New York
$1.1M -$12.4K -600 -1%
BPA
202
Beacon Pointe Advisors
California
$1.09M +$711K +34,458 +183%
IAIM
203
International Assets Investment Management
Florida
$1.09M +$1.1M +53,310 New
CCM
204
Chiron Capital Management
Florida
$1.08M +$33.1K +1,601 +3%
MC
205
Moors & Cabot
Massachusetts
$1.08M -$27.4K -1,328 -2%
AWM
206
AE Wealth Management
Kansas
$1.07M -$48.4M -2,345,466 -98%
SCA
207
Snowden Capital Advisors
New York
$1.07M -$26.5K -1,285 -2%
PPP
208
Private Portfolio Partners
New Jersey
$1.07M +$443K +21,464 +70%
IAS
209
IMA Advisory Services
Colorado
$1.07M +$789K +38,205 +277%
OA
210
Oxbow Advisors
Texas
$1.07M
RJT
211
Raymond James Trust
Florida
$1.04M -$21.5K -1,041 -2%
FAIM
212
Financial Advocates Investment Management
Washington
$1.04M +$98.1K +4,749 +10%
ODFS
213
O'Donnell Financial Services
California
$1.03M +$1.03M +50,098 New
PCM
214
Price Capital Management
Louisiana
$1.03M +$1.03M +50,000 New
VCM
215
Virtue Capital Management
Tennessee
$996K +$1M +48,498 New
HH
216
Hilltop Holdings
Texas
$993K -$126K -6,126 -11%
SI
217
Stephens Inc
Arkansas
$983K +$174K +8,404 +21%
OC
218
Oppenheimer & Co
New York
$982K +$4.96K +240 +0.5%
IAN
219
Integrated Advisors Network
Texas
$957K +$212K +10,256 +28%
NFG
220
Norris Financial Group
South Carolina
$946K +$693K +33,541 +268%
AAMA
221
Advanced Asset Management Advisors
Ohio
$945K
IFG
222
Independent Financial Group
California
$927K +$122K +5,909 +15%
BF
223
BOK Financial
Oklahoma
$916K +$921K +44,593 New
MA
224
MJP Associates
Connecticut
$902K +$42.9K +2,077 +5%
RVPG
225
Relative Value Partners Group
$891K +$896K +43,371 New