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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 %
MWM
251
MBE Wealth Management
Wisconsin
$109K +$109K +6,680 New
LS
252
Leelyn Smith
Illinois
$107K
BAM
253
Bellevue Asset Management
Washington
$107K
OPS
254
Orion Portfolio Solutions
Nebraska
$94K +$42K +2,550 +81%
CCM
255
Covington Capital Management
California
$86K
GEA
256
Glen Eagle Advisors
New Jersey
$83.6K +$295 +18 +0.4%
WT
257
Whittier Trust
California
$82K
MIFH
258
Migdal Insurance & Financial Holdings
Israel
$81K -$160K -9,700 -66%
LWM
259
Liberty Wealth Management
California
$76K +$36.6K +2,239 +93%
MHR
260
Matthew Hamilton Rosenberg
$71K +$71K +4,316 New
GFPC
261
Global Financial Private Capital
Florida
$60K -$7.35K -446 -11%
PGAM
262
Princeton Global Asset Management
New Jersey
$60K +$15.6K +950 +35%
CFA
263
Carroll Financial Associates
North Carolina
$56K +$1.98K +123 +4%
CFN
264
Cordasco Financial Network
Florida
$41K
PMFA
265
Plante Moran Financial Advisors
Michigan
$40K -$31.3K -1,928 -44%
ST
266
Smithfield Trust
Pennsylvania
$40K +$40K +2,464 New
CHA
267
Carmichael Hill & Associates
Maryland
$35K +$35K +2,143 New
CHC
268
City Holding Co
West Virginia
$30K
PA
269
Procyon Advisors
Connecticut
$28K
CAC
270
Certified Advisory Corp
Florida
$26K
CFB
271
Cullen/Frost Bankers
Texas
$20K
WQ
272
Wealth Quarterback
New Jersey
$17.9K +$190 +23 +1%
VRM
273
Vectors Research Management
New York
$16K
Fifth Third Bancorp
274
Fifth Third Bancorp
Ohio
$15K
GT
275
Glenmede Trust
Pennsylvania
$14K