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First Trust Preferred Securities and Income ETF

360 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 44 funds opening new positions, 188 increasing their positions, 71 reducing their positions, and 34 closing their positions.

Holders
360
Holders Change
+6
Holders Change %
+1.69%
% of All Funds
6.32%
Holding in Top 10
37
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.78%
% of All Funds
0.65%
New
44
Increased
188
Reduced
71
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.14B 55,375,768 +3,581,960 +7%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$373M 18,167,416 +1,619,961 +10%
UBS Group
3
UBS Group
Switzerland
$283M 13,789,387 +810,186 +6%
LPL Financial
4
LPL Financial
California
$192M 9,351,840 +1,544,931 +20%
Bank of America
5
Bank of America
North Carolina
$163M 7,959,318 +624,154 +9%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$150M 7,288,095 +415,241 +6%
GC
7
Grimes & Company
Massachusetts
$122M 5,963,209 +568,736 +11%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$114M 5,572,238 +576,280 +12%
Wells Fargo
9
Wells Fargo
California
$84.8M 4,128,050 +1,716,353 +71%
PNC
10
Park National Corp
Ohio
$83.8M 4,081,619 +551,907 +16%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$75.7M 3,695,386 +3,695,386 New
GI
12
Gradient Investments
Minnesota
$65.4M 3,181,730 +569,803 +22%
RJA
13
Raymond James & Associates
Florida
$63.2M 3,078,467 +324,992 +12%
Truist Financial
14
Truist Financial
North Carolina
$55.3M 2,694,360 +45,003 +2%
Osaic Holdings
15
Osaic Holdings
Arizona
$50.9M 2,476,193 +280,799 +13%
MMA
16
Miracle Mile Advisors
California
$48.5M 2,360,707 +103,238 +5%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$47.4M 2,307,887 +235,794 +11%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$46.6M 2,268,948 +146,091 +7%
CTB
19
Country Trust Bank
Illinois
$45.9M 2,234,989 -49,832 -2%
Stifel Financial
20
Stifel Financial
Missouri
$39.8M 1,937,707 +462,530 +31%
CCA
21
Clearwater Capital Advisors
Illinois
$32.6M 1,588,938 +17,908 +1%
SWM
22
Southern Wealth Management
Texas
$32.1M 1,563,547 -359 -0%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$32.1M 1,562,305 +126,934 +9%
FAM
24
Flaharty Asset Management
Florida
$29.7M 1,447,459 +127,807 +10%
SFWA
25
Summit Financial Wealth Advisors
Louisiana
$28.1M 1,367,371 +37,229 +3%