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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
LNB
126
Ledyard National Bank
$4K
BWA
127
BDO Wealth Advisors
Florida
$4K +$3.47K +175 New
NFG
128
Next Financial Group
Texas
$3K
JIP
129
Jaffetilchin Investment Partners
Florida
-$13.7M -702,052 Closed
Jane Street
130
Jane Street
New York
-$3.61M -184,777 Closed
BCM
131
Bluefin Capital Management
New York
-$796K -40,795 Closed
FIM
132
Freedom Investment Management
Connecticut
-$588K -30,110 Closed
SPC
133
Sigma Planning Corp
Michigan
-$485K -24,869 Closed
FHC
134
First Heartland Consultants
Missouri
-$244K -12,523 Closed
SFG
135
StrategIQ Financial Group
Indiana
-$202K -10,360 Closed
WA
136
WFG Advisors
Texas
-$112K -5,750 Closed