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First Trust Preferred Securities and Income ETF

136 hedge funds and large institutions have $1.29B invested in First Trust Preferred Securities and Income ETF in 2017 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 77 increasing their positions, 20 reducing their positions, and 13 closing their positions.

Holders
136
Holders Change
+8
Holders Change %
+6.25%
% of All Funds
3.4%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.2%
New
22
Increased
77
Reduced
20
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Citigroup
101
Citigroup
New York
$251K +$218K +10,864 +666%
AWM
102
AE Wealth Management
Kansas
$240K +$240K +11,960 New
ATC
103
Argent Trust Co
Tennessee
$236K
CFA
104
Carroll Financial Associates
North Carolina
$233K +$131K +6,527 +128%
SB
105
Suntrust Banks
Georgia
$230K +$230K +11,435 New
MCM
106
Mengis Capital Management
Oregon
$227K
CWM
107
Cornerstone Wealth Management
Missouri
$220K +$4.02K +200 +2%
IH
108
IFC Holdings
Florida
$219K -$4.19K -209 -2%
UB
109
UMB Bank
Missouri
$214K +$214K +10,648 New
UR
110
USCA RIA
Texas
$211K
CCB
111
Cutter & Co Brokerage
Missouri
$211K +$211K +10,497 New
MSAM
112
Moloney Securities Asset Management
Missouri
$210K -$2.31K -115 -1%
IFWM
113
Institute for Wealth Management
Colorado
$207K +$207K +10,306 New
ASN
114
Advisory Services Network
Georgia
$183K +$4.67K +232 +3%
BTIS
115
BB&T Investment Services
North Carolina
$110K +$84.6K +4,302 +333%
WT
116
Whittier Trust
California
$100K
PMFA
117
Plante Moran Financial Advisors
Michigan
$88K
WAP
118
Wealthcare Advisory Partners
Pennsylvania
$85K +$85K +4,222 New
WEC
119
Winslow Evans & Crocker
Massachusetts
$75.3K +$14.6K +725 +24%
SEI Investments
120
SEI Investments
Pennsylvania
$58K +$35.7K +1,796 +160%
BF
121
BOK Financial
Oklahoma
$53K +$53K +2,650 New
MFW
122
Mosaic Family Wealth
Missouri
$52K +$52K +2,600 New
WIM
123
Westside Investment Management
California
$38.1K
BRC
124
Bell Rock Capital
Delaware
$20K
IP
125
Intellectus Partners
California
$19K