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First Trust Preferred Securities and Income ETF

299 hedge funds and large institutions have $2.17B invested in First Trust Preferred Securities and Income ETF in 2020 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 129 increasing their positions, 88 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
-5
Holders Change %
-1.64%
% of All Funds
6.6%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.51%
New
51
Increased
129
Reduced
88
Closed
48
Calls
$4K
Puts
$4K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HCIA
226
Hochman Cole Investment Advisors
Illinois
$229K +$229K +13,985 New
TWM
227
Triton Wealth Management
Arizona
$223K +$223K +12,419 New
Neuberger Berman Group
228
Neuberger Berman Group
New York
$222K +$222K +13,554 New
JCM
229
Jacobi Capital Management
Pennsylvania
$218K -$36.1K -2,201 -14%
HFP
230
Holistic Financial Partners
Indiana
$214K
WDA
231
Wendell David Associates
New Hampshire
$213K
PFA
232
Plotkin Financial Advisors
Maryland
$212K -$86.6K -5,280 -29%
TFA
233
Teamwork Financial Advisors
Texas
$203K -$36.4K -2,220 -15%
CS
234
Comerica Securities
Michigan
$202K -$438K -26,672 -68%
WP
235
WealthSource Partners
California
$192K -$86.9K -5,312 -31%
GSWM
236
Golden State Wealth Management
California
$189K +$189K +11,531 New
PPP
237
Private Portfolio Partners
New Jersey
$186K +$186K +11,372 New
WP
238
WealthShield Partners
North Carolina
$185K +$185K +11,252 New
GRP
239
Global Retirement Partners
California
$172K +$22.1K +1,350 +15%
MIM
240
Moseley Investment Management
Florida
$171K -$8.61K -525 -5%
MCM
241
Mengis Capital Management
Oregon
$165K +$16 +1 +0%
CS
242
Capital Square
Tennessee
$164K -$17.5K -1,067 -10%
CBFP
243
Cedar Brook Financial Partners
Ohio
$164K +$164K +10,030 New
CAL
244
Capital Advisors Ltd
Ohio
$162K
Rockefeller Capital Management
245
Rockefeller Capital Management
New York
$157K -$2.56K -156 -2%
Deutsche Bank
246
Deutsche Bank
Germany
$153K -$78.6K -4,795 -34%
HI
247
Hudock Inc
Pennsylvania
$131K -$32.1K -1,958 -20%
WAP
248
Wealthcare Advisory Partners
Pennsylvania
$130K -$1.34M -81,448 -91%
PB
249
Pinnacle Bancorp
Nebraska
$126K
FCA
250
FinTrust Capital Advisors
South Carolina
$119K +$101K +6,180 +562%