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First Trust Preferred Securities and Income ETF

98 hedge funds and large institutions have $758M invested in First Trust Preferred Securities and Income ETF in 2016 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 46 increasing their positions, 21 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+10
Holders Change %
+11.36%
% of All Funds
2.45%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
25
Increased
46
Reduced
21
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PFS
76
Prospera Financial Services
Texas
$235K
AWM
77
AE Wealth Management
Kansas
$216K +$216K +11,395 New
SI
78
Stephens Inc
Arkansas
$210K +$210K +11,050 New
IH
79
IFC Holdings
Florida
$203K -$11.8K -624 -5%
UR
80
USCA RIA
Texas
$200K -$34.1K -1,800 -15%
PFGIA
81
Patriot Financial Group Insurance Agency
Massachusetts
$193K +$193K +10,074 New
WC
82
Whitnell & Co
Illinois
$189K
SPIA
83
Steward Partners Investment Advisory
New York
$163K +$163K +8,630 New
WA
84
WFG Advisors
Texas
$126K +$43.6K +2,300 +53%
BIM
85
BlackRock Investment Management
Delaware
$100K +$79.8K +4,218 +395%
WT
86
Whittier Trust
California
$95K
CFA
87
Carroll Financial Associates
North Carolina
$94K +$27.9K +1,480 +42%
NFG
88
Next Financial Group
Texas
$82K -$503K -26,487 -86%
GWM
89
Geneos Wealth Management
Colorado
$60K +$31.2K +1,657 +108%
WEC
90
Winslow Evans & Crocker
Massachusetts
$57.4K -$2.35K -124 -4%
Citigroup
91
Citigroup
New York
$30K
Northern Trust
92
Northern Trust
Illinois
$19K +$19K +98,120 New
IP
93
Intellectus Partners
California
$18K +$18K +925 New
DADC
94
D.A. Davidson & Co
Montana
$15K +$15K +825 New
IWM
95
IHT Wealth Management
Illinois
$11K +$11K +575 New
Manulife (Manufacturers Life Insurance)
96
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7K -$9.62K -500 -58%
CFD
97
Creative Financial Designs
Indiana
$7K +$7K +357 New
LNB
98
Ledyard National Bank
$4K +$4K +200 New
BCM
99
Brookstone Capital Management
Illinois
-$20.8M -1,063,198 Closed
Cambridge Investment Research Advisors
100
Cambridge Investment Research Advisors
Iowa
-$7.88M -403,256 Closed