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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.

New
Increased
Maintained
Reduced
Closed

285% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 20

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

14% more capital invested

Capital invested by funds: $1.13B → $1.29B (+$157M)

6% more funds holding

Funds holding: 128136 (+8)

2.86% less ownership

Funds ownership: 49.2%46.34% (-2.9%)

Holders
136
Holders Change
+8
Holders Change %
+6.25%
% of All Funds
3.39%
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
Change in
Stake
GT
126
Glenmede Trust
Pennsylvania
$14K +$15K +744 New
UBS AM
127
UBS AM
Illinois
$13K
NC
128
NewSquare Capital
Pennsylvania
$10K +$9.77K +486 New
IWM
129
IHT Wealth Management
Illinois
$10K +$9.89K +492 New
SSB
130
Sandy Spring Bank
Maryland
$8K -$11.1K -550 -58%
Manulife (Manufacturers Life Insurance)
131
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7K
HCM
132
Highlander Capital Management
New Jersey
$6K
NFG
133
Next Financial Group
Texas
$3K
CPA
134
Clear Perspective Advisors
Illinois
$3K +$2.69K +134 New
BWL
135
Bogart Wealth LLC
Virginia
$1K +$1K +50 New
AIS
136
Accurate Investment Solutions
Pennsylvania
$1K +$1.02K +51 New
CIBC World Market
137
CIBC World Market
Ontario, Canada
-$3.69M -184,515 Closed
Bank of New York Mellon
138
Bank of New York Mellon
New York
-$2.43M -121,444 Closed
PCM
139
Peak Capital Management
Colorado
-$2.23M -111,346 Closed
FLI
140
Family Legacy Inc
South Carolina
-$1.24M -61,808 Closed
Cetera Investment Advisers
141
Cetera Investment Advisers
Illinois
-$343K -17,167 Closed
CWM
142
Concert Wealth Management
California
-$233K -11,584 Closed
SM
143
Sciencast Management
New Jersey
-$215K -10,760 Closed
DADC
144
D.A. Davidson & Co
Montana
-$83K -4,155 Closed
FMII
145
Farmers & Merchants Investments Inc
Nebraska
-$50K -2,500 Closed
Creative Planning
146
Creative Planning
Kansas
-$11K -527 Closed
NA
147
NewEdge Advisors
Louisiana
-$10K -500 Closed
LNB
148
Ledyard National Bank
-$4K -200 Closed
BWA
149
BDO Wealth Advisors
Florida
-$4K -175 Closed