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First Trust Preferred Securities and Income ETF

128 hedge funds and large institutions have $1.13B invested in First Trust Preferred Securities and Income ETF in 2017 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 74 increasing their positions, 7 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

957% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 7

288% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 8

30% more capital invested

Capital invested by funds: $871M → $1.13B (+$258M)

20% more funds holding

Funds holding: 107128 (+21)

1.28% more ownership

Funds ownership: 47.92%49.2% (+1.3%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
128
Holders Change
+21
Holders Change %
+19.63%
% of All Funds
3.19%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
31
Increased
74
Reduced
7
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$5.42M +$387K +19,531 +8%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$5.21M +$547K +27,597 +12%
PNC
28
Park National Corp
Ohio
$4.58M +$730K +36,854 +19%
WFG
29
Wills Financial Group
Virginia
$4.56M +$116K +5,850 +3%
CAN
30
Cetera Advisor Networks
California
$4.35M +$735K +37,093 +21%
CIBC World Market
31
CIBC World Market
Ontario, Canada
$3.69M +$3.65M +184,515 New
BFEC
32
Benjamin F. Edwards & Company
Missouri
$3.55M +$2.17M +109,493 +161%
EDRIA
33
Edmonds Duncan Registered Investment Advisors
Kansas
$3.52M +$64.6K +3,259 +2%
SEIA
34
Signature Estate & Investment Advisors
California
$3.5M +$692K +34,910 +25%
NPC
35
National Planning Corporation
California
$3.46M +$954K +48,171 +39%
IA
36
IFP Advisors
Florida
$3.45M +$2.01M +101,355 +143%
SCA
37
Snowden Capital Advisors
New York
$3.44M +$1.4M +70,843 +70%
FEG
38
Financial Enhancement Group
Indiana
$3.26M +$184K +9,287 +6%
Comerica Bank
39
Comerica Bank
Texas
$3.02M +$1.12M +56,528 +61%
AIM
40
Aspen Investment Management
Michigan
$2.98M +$132K +6,688 +5%
WA
41
WESPAC Advisors
California
$2.86M +$1.13M +57,237 +67%
PFA
42
Pinnacle Family Advisors
Missouri
$2.45M +$2.43M +122,629 New
WI
43
Wintrust Investments
Illinois
$2.44M +$614K +30,980 +34%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$2.43M +$11.1K +560 +0.5%
PFS
45
Prospera Financial Services
Texas
$2.42M +$1.5M +75,920 +169%
PCM
46
Peak Capital Management
Colorado
$2.23M +$2.21M +111,346 New
EWM
47
Empirical Wealth Management
Washington
$2.17M +$1.41M +71,371 +194%
HWA
48
HCR Wealth Advisors
California
$2.16M +$2.14M +107,850 New
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$2.05M +$304K +15,359 +18%
SI
50
SII Investments
Wisconsin
$2.04M +$31.7K +1,601 +2%