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First Trust Preferred Securities and Income ETF

287 hedge funds and large institutions have $2.83B invested in First Trust Preferred Securities and Income ETF in 2020 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 127 increasing their positions, 90 reducing their positions, and 44 closing their positions.

Holders
287
Holders Change
-16
Holders Change %
-5.28%
% of All Funds
5.81%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.4%
New
30
Increased
127
Reduced
90
Closed
44
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
+$3K
Name Market Value Shares Shares
Change
Shares
Change %
MWPCG
51
Measured Wealth Private Client Group
New Hampshire
$6.96M 363,018 +20,554 +6%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$6.35M 328,538 -572 -0.2%
B
53
Barings
North Carolina
$6.25M 325,973
WFG
54
Wills Financial Group
Virginia
$6.13M 319,702 -1,786 -0.6%
AAS
55
Avantax Advisory Services
Texas
$6M 312,845 -313,801 -50%
TW
56
Transform Wealth
Colorado
$5.79M 301,794 -1,430 -0.5%
Comerica Bank
57
Comerica Bank
Texas
$5.78M 297,463 +31,499 +12%
TC
58
Trilogy Capital
California
$5.71M 297,965 -24,618 -8%
NDSI
59
Newman Dignan & Sheerar Inc
Rhode Island
$5.67M 295,870 +8,355 +3%
QCIG
60
Quad-Cities Investment Group
Iowa
$5.45M 284,109 +5,406 +2%
SPC
61
Sigma Planning Corp
Michigan
$5.42M 282,784 +36,036 +15%
AWE
62
Avidian Wealth Enterprises
Texas
$5.34M 278,536 -18,926 -6%
BRWM
63
B. Riley Wealth Management
Tennessee
$5.31M 276,990 +276,990 New
GI
64
Gradient Investments
Minnesota
$5.27M 275,035 +2,546 +0.9%
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
$5.14M 268,321 +253,539 +1,715%
FAAS
66
First Allied Advisory Services
California
$4.75M 247,584 +247,584 New
Cetera Investment Advisers
67
Cetera Investment Advisers
Illinois
$4.7M 245,192 -20,507 -8%
PAG
68
Private Advisor Group
New Jersey
$4.66M 243,265 +5,063 +2%
AIM
69
Aspen Investment Management
Michigan
$4.41M 230,014 +775 +0.3%
HR
70
Hardy Reed
Mississippi
$4.36M 227,644
SIM
71
SSI Investment Management
California
$4.33M 225,705 +225,705 New
LNC
72
Lincoln National Corp
Pennsylvania
$4.31M 224,986 +16,205 +8%
APWM
73
Atlas Private Wealth Management
New York
$4.25M 221,537 -6,614 -3%
SFG
74
StrategIQ Financial Group
Indiana
$4.2M 219,071 +39,063 +22%
Citigroup
75
Citigroup
New York
$4.19M 218,367 +14,354 +7%