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First Trust Preferred Securities and Income ETF

304 hedge funds and large institutions have $2.47B invested in First Trust Preferred Securities and Income ETF in 2019 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 150 increasing their positions, 51 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+43
Holders Change %
+16.48%
% of All Funds
6%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.45%
New
68
Increased
150
Reduced
51
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
251
Mengis Capital Management
Oregon
$203K -$883 -44 -0.4%
HI
252
Hudock Inc
Pennsylvania
$200K
CAL
253
Capital Advisors Ltd
Ohio
$198K
AA
254
Argent Advisors
Louisiana
$197K +$197K +9,760 New
Rockefeller Capital Management
255
Rockefeller Capital Management
New York
$195K +$195K +9,734 New
GRP
256
Global Retirement Partners
California
$183K +$92.4K +4,614 +102%
PB
257
Pinnacle Bancorp
Nebraska
$154K +$722 +36 +0.5%
MRCM
258
M&R Capital Management
New Jersey
$146K +$360 +18 +0.2%
SCA
259
Stonebridge Capital Advisors
Minnesota
$122K
BAM
260
Bellevue Asset Management
Washington
$121K +$121K +6,018 New
RIA
261
Realta Investment Advisors
Delaware
$119K +$222 +11 +0.2%
CF
262
Centaurus Financial
California
$112K +$112K +5,586 New
CCM
263
Covington Capital Management
California
$105K
GEA
264
Glen Eagle Advisors
New Jersey
$102K
WT
265
Whittier Trust
California
$100K
PMFA
266
Plante Moran Financial Advisors
Michigan
$88K
1NWS
267
1 North Wealth Services
Maryland
$88K +$88K +4,367 +436,700%
GFPC
268
Global Financial Private Capital
Florida
$82K -$11.8K -586 -13%
EP
269
Eudaimonia Partners
Tennessee
$79K +$79K +3,942 New
LWA
270
Lenox Wealth Advisors
New York
$70K +$70K +3,476 New
CFA
271
Carroll Financial Associates
North Carolina
$67K
VCP
272
Verus Capital Partners
Arizona
$63K +$63K +3,125 New
OPS
273
Orion Portfolio Solutions
Nebraska
$63K +$63K +3,158 New
CFN
274
Cordasco Financial Network
Florida
$50K
LWM
275
Liberty Wealth Management
California
$48K