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First Trust Preferred Securities and Income ETF

233 hedge funds and large institutions have $1.35B invested in First Trust Preferred Securities and Income ETF in 2018 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 59 increasing their positions, 81 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
+28
Holders Change %
+13.66%
% of All Funds
5.2%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.38%
New
65
Increased
59
Reduced
81
Closed
34
Calls
$332K
Puts
Net Calls
+$332K
Net Calls Change
+$332K
Name Holding Trade Value Shares
Change
Shares
Change %
HCM
226
Highlander Capital Management
New Jersey
$5K
LPWM
227
Lake Point Wealth Management
Texas
$4K +$4K +207 New
WAS
228
Winch Advisory Services
Wisconsin
$3K +$3K +150 New
SIS
229
Sound Income Strategies
Florida
$3K +$3K +171 New
NA
230
NewEdge Advisors
Louisiana
$355 +$134 +7,470 +61%
UB
231
UMB Bank
Missouri
$333 -$105 -5,841 -24%
GT
232
Glenmede Trust
Pennsylvania
$13 +$13 +744 New
MMA
233
Miracle Mile Advisors
California
-$31.2M -1,631,038 Closed
CWM
234
Cornerstone Wealth Management
Missouri
-$11M -219,750 Closed
PFA
235
Pinnacle Family Advisors
Missouri
-$1.81M -94,985 Closed
BCM
236
Bluefin Capital Management
New York
-$1.71M -89,428 Closed
SIM
237
SSI Investment Management
California
-$1.49M -77,735 Closed
LA
238
LVW Advisors
New York
-$1.24M -65,006 Closed
Renaissance Technologies
239
Renaissance Technologies
New York
-$1.12M -58,400 Closed
HCIA
240
Hochman Cole Investment Advisors
Illinois
-$917K -48,021 Closed
FPGK
241
Financial Partners Group (Kansas)
Kansas
-$679K -35,531 Closed
CRWM
242
Castle Rock Wealth Management
California
-$626K -33,322 Closed
DWM
243
Dynasty Wealth Management
Florida
-$564K -29,541 Closed
KWM
244
Kingsview Wealth Management
Oregon
-$479K -25,098 Closed
UAS
245
United Asset Strategies
New York
-$421K -22,020 Closed
FHB
246
First Hawaiian Bank
Hawaii
-$396K -20,742 Closed
Bessemer Group
247
Bessemer Group
New Jersey
-$388K -20,335 Closed
Manulife (Manufacturers Life Insurance)
248
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$319K -16,721 Closed
PGA
249
Premia Global Advisors
Florida
-$292K -15,303 Closed
Bank of New York Mellon
250
Bank of New York Mellon
New York
-$249K -13,019 Closed