FPE icon

First Trust Preferred Securities and Income ETF

188 hedge funds and large institutions have $1.55B invested in First Trust Preferred Securities and Income ETF in 2018 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 72 increasing their positions, 61 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
-20
Holders Change %
-9.62%
% of All Funds
4.31%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.28%
New
19
Increased
72
Reduced
61
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
51
Stratos Wealth Partners
Ohio
$3.3M -$579K -30,368 -15%
WA
52
WESPAC Advisors
California
$3.2M -$1.14M -59,781 -26%
Baird Financial Group
53
Baird Financial Group
Wisconsin
$3.16M +$22K +1,153 +0.7%
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$3.02M +$213K +11,155 +8%
EDRIA
55
Edmonds Duncan Registered Investment Advisors
Kansas
$2.76M -$1.51K -79 -0.1%
SCA
56
Snowden Capital Advisors
New York
$2.65M +$66K +3,464 +3%
PFS
57
Prospera Financial Services
Texas
$2.55M -$457K -23,920 -15%
MA
58
Mutual Advisors
Nebraska
$2.52M +$234K +12,298 +10%
Jane Street
59
Jane Street
New York
$2.49M -$1.28M -67,277 -34%
HCIA
60
Hochman Cole Investment Advisors
Illinois
$2.47M -$355K -18,624 -13%
HWA
61
HCR Wealth Advisors
California
$2.44M -$22.9M -1,187,848 -90%
IA
62
IFP Advisors
Florida
$2.37M -$1.17M -61,637 -33%
CPIA
63
Cornell Pochily Investment Advisors
New York
$2.35M -$2.37B -124,276 -100%
SAM
64
Stringer Asset Management
Tennessee
$2.11M +$228K +11,969 +12%
SIM
65
SSI Investment Management
California
$2.06M -$372K -19,533 -15%
FWM
66
Frontier Wealth Management
Missouri
$2.02M -$166K -8,719 -8%
CA
67
Cetera Advisors
Colorado
$1.99M -$275K -14,355 -12%
FLI
68
Family Legacy Inc
South Carolina
$1.99M +$310K +16,270 +18%
WI
69
Wintrust Investments
Illinois
$1.96M -$11.7K -614 -0.6%
RA
70
RFG Advisory
Alabama
$1.82M +$604K +31,692 +50%
CS
71
Comerica Securities
Michigan
$1.82M +$173K +9,070 +10%
Renaissance Technologies
72
Renaissance Technologies
New York
$1.79M -$1.44M -75,400 -45%
SB
73
Suntrust Banks
Georgia
$1.75M +$212K +11,149 +14%
WP
74
WealthSource Partners
California
$1.72M +$459K +24,079 +37%
GWM
75
Geneos Wealth Management
Colorado
$1.6M +$909K +47,445 +131%