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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
ONB
76
Old National Bancorp
Indiana
$640K +$38.2K +1,930 +6%
KCM
77
Karp Capital Management
California
$636K +$573K +28,902 +11%
DC
78
Davenport & Co
Virginia
$630K +$624K +31,499 New
JWBC
79
J.W. Burns & Co
New York
$581K +$232K +11,725 +68%
RCG
80
Ruggie Capital Group
Florida
$534K +$529K +26,700 New
BAS
81
Brown Advisory Securities
Maryland
$520K
CCA
82
Clearwater Capital Advisors
Illinois
$485K +$22.1K +1,116 +5%
SI
83
Stephens Inc
Arkansas
$468K +$112K +5,664 +32%
GWM
84
Geneos Wealth Management
Colorado
$467K +$27.7K +1,397 +6%
PFGIA
85
Patriot Financial Group Insurance Agency
Massachusetts
$441K +$176K +8,880 +68%
CAL
86
Capital Advisors Ltd
Ohio
$360K
ISB
87
Iowa State Bank
Iowa
$354K
Cetera Investment Advisers
88
Cetera Investment Advisers
Illinois
$343K +$77.5K +3,914 +30%
AGM
89
Alpine Global Management
New York
$335K +$331K +16,727 New
AGU
90
Alpine Group USVI
U.S. Virgin Islands
$335K +$331K +16,727 New
GS
91
Girard Securities
California
$332K +$4.42K +223 +1%
PAG
92
Private Advisory Group
Washington
$324K +$63.1K +3,184 +24%
LWAC
93
Laurel Wealth Advisors (California)
California
$302K -$11.9K -600 -4%
ALIONA
94
Allianz Life Insurance of North America
Minnesota
$289K +$288K +14,550 New
RA
95
RFG Advisory
Alabama
$259K +$29.2K +1,475 +13%
ATC
96
Argent Trust Co
Tennessee
$236K +$233K +11,775 New
CWM
97
Concert Wealth Management
California
$233K -$11K -556 -5%
MCM
98
Mengis Capital Management
Oregon
$226K
IH
99
IFC Holdings
Florida
$224K +$7.03K +355 +3%
CWM
100
Cornerstone Wealth Management
Missouri
$216K