FPE icon

First Trust Preferred Securities and Income ETF

180 hedge funds and large institutions have $1.51B invested in First Trust Preferred Securities and Income ETF in 2017 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 83 increasing their positions, 21 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+44
Holders Change %
+32.35%
% of All Funds
4.09%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.3%
New
60
Increased
83
Reduced
21
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CPIG
101
Chicago Partners Investment Group
Illinois
$727K +$304K +15,214 +72%
MIAN
102
Mariner Independent Advisor Network
Kansas
$708K +$708K +35,277 New
ONB
103
Old National Bancorp
Indiana
$676K +$36K +1,800 +6%
WS
104
Wedbush Securities
California
$658K +$658K +32,899 New
IWP
105
Icon Wealth Partners
Texas
$656K +$656K +32,791 New
DWM
106
Dynasty Wealth Management
Florida
$625K +$625K +31,254 New
PFGIA
107
Patriot Financial Group Insurance Agency
Massachusetts
$620K +$177K +8,842 +40%
SI
108
Stephens Inc
Arkansas
$618K +$139K +6,975 +29%
HCM
109
Hudson Capital Management
New Jersey
$614K +$614K +30,703 New
GIM
110
Greenwich Investment Management
Connecticut
$575K +$575K +28,765 New
AWM
111
AE Wealth Management
Kansas
$573K +$334K +16,684 +139%
RCG
112
Ruggie Capital Group
Florida
$534K
GWM
113
Geneos Wealth Management
Colorado
$533K -$5.68K -284 -1%
BRF
114
B. Riley Financial
California
$474K +$474K +23,700 New
ALIONA
115
Allianz Life Insurance of North America
Minnesota
$460K +$67K +3,350 +17%
GSC
116
G&S Capital
Colorado
$446K +$446K +22,300 New
Citigroup
117
Citigroup
New York
$439K +$189K +9,443 +76%
UB
118
UMB Bank
Missouri
$439K +$226K +11,297 +106%
KWM
119
Kingsview Wealth Management
Oregon
$430K -$135K -6,762 -24%
RA
120
RFG Advisory
Alabama
$406K +$17.6K +875 +5%
US Bancorp
121
US Bancorp
Minnesota
$399K +$399K +19,925 New
CAL
122
Capital Advisors Ltd
Ohio
$385K +$24.8K +1,239 +7%
MSAM
123
Moloney Securities Asset Management
Missouri
$373K +$164K +8,185 +78%
ISB
124
Iowa State Bank
Iowa
$354K
GLA
125
Good Life Advisors
Pennsylvania
$340K +$340K +16,832 New