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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
SIM
51
SSI Investment Management
California
$1.98M +$1.96M +98,795 New
Wells Fargo
52
Wells Fargo
California
$1.96M +$1.73M +87,541 +826%
JP Morgan Chase
53
JP Morgan Chase
New York
$1.93M +$103K +5,176 +6%
ST
54
Spinnaker Trust
Maine
$1.91M +$326K +16,443 +21%
MHS
55
M Holdings Securities
Oregon
$1.89M +$1.87M +94,243 New
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$1.88M +$98.2K +4,956 +6%
ICOA
57
Investment Centers of America
North Dakota
$1.82M +$651K +32,845 +56%
Millennium Management
58
Millennium Management
New York
$1.8M +$720K +36,354 +68%
FWM
59
Frontier Wealth Management
Missouri
$1.61M +$24.1K +1,215 +2%
CA
60
Cetera Advisors
Colorado
$1.51M +$226K +11,404 +18%
LA
61
LVW Advisors
New York
$1.48M +$9.75K +492 +0.7%
HCIA
62
Hochman Cole Investment Advisors
Illinois
$1.28M +$123K +6,209 +11%
HFS
63
HL Financial Services
Kentucky
$1.25M -$328K -16,557 -21%
FLI
64
Family Legacy Inc
South Carolina
$1.24M +$1.22M +61,808 New
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$1.22M +$1.21M +60,855 New
PAG
66
Private Advisor Group
New Jersey
$1.19M +$422K +21,297 +56%
Mirae Asset Global Investments
67
Mirae Asset Global Investments
South Korea
$1.18M +$1.16M +58,800 New
SG
68
StoneX Group
New York
$1.15M +$1.14M +57,380 New
BRWA
69
B. Riley Wealth Advisors
Florida
$1.03M +$38.1K +1,923 +4%
FA
70
FDx Advisors
Illinois
$1.02M -$257K -12,964 -20%
CS
71
Comerica Securities
Michigan
$840K +$105K +5,303 +14%
TC
72
Telemus Capital
Michigan
$800K
NWM
73
Northwest Wealth Management
Iowa
$754K +$158K +7,975 +27%
SAM
74
Shamrock Asset Management
Texas
$696K -$155K -7,816 -18%
OC
75
Oppenheimer & Co
New York
$661K +$246K +12,398 +60%