FPE icon

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 %
WQ
276
Wealth Quarterback
New Jersey
$43.1K +$43.1K +2,148 New
CHC
277
City Holding Co
West Virginia
$36K
PA
278
Procyon Advisors
Connecticut
$34K +$34K +1,697 New
CAC
279
Certified Advisory Corp
Florida
$32K
CFB
280
Cullen/Frost Bankers
Texas
$25K
FCA
281
FinTrust Capital Advisors
South Carolina
$22K +$8.8K +440 +67%
NC
282
NewSquare Capital
Pennsylvania
$21K
JFA
283
JNBA Financial Advisors
Minnesota
$20K
VRM
284
Vectors Research Management
New York
$20K
PA
285
PSI Advisors
Florida
$20K +$20K +999 New
Fifth Third Bancorp
286
Fifth Third Bancorp
Ohio
$19K
CTC
287
Central Trust Company
Missouri
$16K +$16K +810 New
LAS
288
Lloyd Advisory Services
Georgia
$15K +$15K +732 New
GT
289
Glenmede Trust
Pennsylvania
$14K
AA
290
AlphaMark Advisors
Kentucky
$12K +$8K +400 +200%
FHA
291
First Horizon Advisors
Tennessee
$11K +$131 +7 +1%
AWM
292
AllSquare Wealth Management
New York
$10K
CBT
293
Capital Bank & Trust
California
$10K
GFPC
294
Global Financial Private Client
Florida
$6.49K +$6.49K +323 New
HCM
295
Highlander Capital Management
New Jersey
$6K
IRC
296
Investors Research Corp
Georgia
$6K +$1.91K +100 +47%
NDSI
297
Newman Dignan & Sheerar Inc
Rhode Island
$5.71K +$5.71K +284,362 New
RMAM
298
Raab & Moskowitz Asset Management
New Jersey
$5K +$5K +286 New
GWMIA
299
Global Wealth Management Investment Advisory
Florida
$4K
SIS
300
Sound Income Strategies
Florida
$3K