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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
Morgan Stanley
1
Morgan Stanley
New York
$1.07B +$61.9M +3,031,708 +6%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$341M +$28.9M +1,418,202 +9%
UBS Group
3
UBS Group
Switzerland
$267M +$40.7M +1,995,768 +18%
LPL Financial
4
LPL Financial
California
$161M +$34.6M +1,697,167 +28%
Bank of America
5
Bank of America
North Carolina
$151M +$4.83M +236,564 +3%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$142M +$32.3M +1,580,354 +30%
GC
7
Grimes & Company
Massachusetts
$111M +$13.1M +643,743 +14%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$103M +$10.1M +495,785 +11%
PNC
9
Park National Corp
Ohio
$72.7M +$15.6M +763,617 +28%
RJA
10
Raymond James & Associates
Florida
$56.7M +$7.45M +364,941 +15%
Truist Financial
11
Truist Financial
North Carolina
$54.6M +$14.5M +712,483 +37%
GI
12
Gradient Investments
Minnesota
$53.8M +$5.53M +270,899 +12%
Wells Fargo
13
Wells Fargo
California
$49.7M +$39.7M +1,943,565 +415%
AWM
14
AE Wealth Management
Kansas
$49.4M +$46.5M +2,277,558 +1,894%
CTB
15
Country Trust Bank
Illinois
$47.1M +$1.56M +76,599 +3%
MMA
16
Miracle Mile Advisors
California
$46.5M +$5.78M +283,256 +14%
Osaic Holdings
17
Osaic Holdings
Arizona
$45.2M +$4.06M +199,097 +10%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$43.7M +$14.9M +731,190 +53%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$42.7M +$6.33M +310,054 +18%
SWM
20
Southern Wealth Management
Texas
$32.4M +$5.38M +263,447 +20%
CCA
21
Clearwater Capital Advisors
Illinois
$32.4M +$570K +27,930 +2%
Stifel Financial
22
Stifel Financial
Missouri
$30.4M +$3.22M +157,718 +12%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$29.6M +$1.62M +79,324 +6%
SFWA
24
Summit Financial Wealth Advisors
Louisiana
$27.4M +$377K +18,468 +1%
FAM
25
Flaharty Asset Management
Florida
$27.2M +$1.69M +83,053 +7%