FPE icon

First Trust Preferred Securities and Income ETF

244 hedge funds and large institutions have $1.82B invested in First Trust Preferred Securities and Income ETF in 2019 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 111 increasing their positions, 58 reducing their positions, and 25 closing their positions.

Holders
244
Holders Change
+11
Holders Change %
+4.72%
% of All Funds
5.31%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.39%
New
42
Increased
111
Reduced
58
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EDRIA
76
Edmonds Duncan Registered Investment Advisors
Kansas
$2.22M -$517K -26,685 -19%
OA
77
Oxbow Advisors
Texas
$2.18M -$68.4K -3,530 -3%
BEI
78
Benjamin Edwards Inc
Missouri
$2.18M +$2.18M +112,321 New
RA
79
RFG Advisory
Alabama
$2.14M -$11.9K -612 -0.6%
BAS
80
Brown Advisory Securities
Maryland
$1.86M +$76.7K +3,950 +4%
WS
81
Wedbush Securities
California
$1.85M +$151K +7,781 +9%
IWM
82
IHT Wealth Management
Illinois
$1.82M +$649K +33,476 +55%
SCA
83
Snowden Capital Advisors
New York
$1.78M -$190K -9,787 -10%
CA
84
Cetera Advisors
Colorado
$1.78M -$773K -39,967 -30%
CCFM
85
Clear Creek Financial Management
Washington
$1.71M +$1.71M +88,079 New
TFS
86
TrustCore Financial Services
Tennessee
$1.7M -$317K -16,350 -16%
WAP
87
Wealthcare Advisory Partners
Pennsylvania
$1.67M +$388K +19,988 +30%
SPIA
88
Steward Partners Investment Advisory
New York
$1.56M +$1.56M +80,558 New
CWM
89
Concentrum Wealth Management
California
$1.55M
CPIG
90
Chicago Partners Investment Group
Illinois
$1.52M +$1.52M +77,240 New
HWA
91
HCR Wealth Advisors
California
$1.47M -$9.97M -514,523 -87%
Mirae Asset Global Investments
92
Mirae Asset Global Investments
South Korea
$1.43M +$279K +14,406 +24%
JCM
93
Jacobsen Capital Management
Utah
$1.4M +$1.4M +71,980 New
AF
94
Advisornet Financial
Minnesota
$1.28M +$5.82K +300 +0.5%
NA
95
NewEdge Advisors
Louisiana
$1.27M +$576K +29,695 +83%
QA
96
Quantitative Advantage
Minnesota
$1.24M -$95.3K -4,915 -7%
BC
97
Brio Consultants
California
$1.23M +$5.57K +287 +0.5%
AT
98
Arden Trust
Delaware
$1.23M +$71.9K +3,710 +6%
SAM
99
Shamrock Asset Management
Texas
$1.17M -$219K -11,276 -16%
Citigroup
100
Citigroup
New York
$1.15M +$597K +30,786 +108%