FPE icon

First Trust Preferred Securities and Income ETF

287 hedge funds and large institutions have $2.83B invested in First Trust Preferred Securities and Income ETF in 2020 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 127 increasing their positions, 90 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
-16
Holders Change %
-5.28%
% of All Funds
5.81%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.4%
New
30
Increased
127
Reduced
90
Closed
44
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Shares
Change %
SIA
101
Soltis Investment Advisors
Utah
$2.23M -$5.62M -293,349 -72%
WS
102
Wedbush Securities
California
$2.22M -$628K -32,782 -22%
SFPG
103
Stonebridge Financial Planning Group
Florida
$2.21M +$99K +5,119 +5%
RCA
104
Reitz Capital Advisors
Michigan
$2.21M +$1.87M +97,736 +560%
CCG
105
Cypress Capital Group
Florida
$2.21M +$388K +20,210 +21%
AP
106
Agilis Partners
Massachusetts
$2.19M
CWM
107
Concentrum Wealth Management
California
$2.17M +$51.2K +2,671 +2%
SEIA
108
Signature Estate & Investment Advisors
California
$2.11M -$185K -9,649 -8%
CCP
109
Corient Capital Partners
California
$2.1M +$321K +16,721 +18%
RCIM
110
Red Cedar Investment Management
Michigan
$2.05M
IIC
111
Ironwood Investment Counsel
Arizona
$2.02M +$240K +12,520 +14%
AFM
112
Andesa Financial Management
Pennsylvania
$1.94M +$1.94M +101,240 New
PFGIA
113
Patriot Financial Group Insurance Agency
Massachusetts
$1.92M +$211K +11,004 +12%
JCM
114
Jacobsen Capital Management
Utah
$1.91M -$748K -39,022 -28%
NRI
115
NFP Retirement Inc
California
$1.87M +$216K +11,259 +13%
BEI
116
Benjamin Edwards Inc
Missouri
$1.86M -$400K -20,866 -18%
QWM
117
QP Wealth Management
New Jersey
$1.83M -$19.5K -1,015 -1%
DC
118
Davenport & Co
Virginia
$1.82M +$97.1K +5,064 +6%
VA
119
Valmark Advisers
Ohio
$1.79M +$514K +26,833 +40%
LSPW
120
Lake Street Private Wealth
Illinois
$1.78M +$39.4K +2,054 +2%
AP
121
Americana Partners
Texas
$1.78M +$295K +15,404 +20%
ASN
122
Advisory Services Network
Georgia
$1.77M +$313K +16,354 +22%
AIFAIM
123
American Institute for Advanced Investment Management
Arizona
$1.76M +$34.2K +1,782 +2%
VIM
124
Vista Investment Management
Pennsylvania
$1.73M +$490K +25,560 +40%
PPA
125
Parametric Portfolio Associates
Washington
$1.7M +$13.7K +714 +0.8%