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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 %
BTIS
126
BB&T Investment Services
North Carolina
$337K +$226K +11,333 +203%
LWAC
127
Laurel Wealth Advisors (California)
California
$333K +$2.99K +150 +0.9%
JCM
128
Jacobi Capital Management
Pennsylvania
$282K +$3.77K +188 +1%
CFA
129
Carroll Financial Associates
North Carolina
$282K +$50K +2,500 +22%
Northwestern Mutual Wealth Management
130
Northwestern Mutual Wealth Management
Wisconsin
$279K +$5.52K +276 +2%
BCM
131
Breiter Capital Management
Florida
$272K +$272K +13,599 New
ATC
132
Argent Trust Co
Tennessee
$236K
SWM
133
Sequoia Wealth Management
Illinois
$234K +$234K +11,651 New
APA
134
American Portfolios Advisors
New York
$222K +$222K +11,070 New
FA
135
FDx Advisors
Illinois
$220K -$225K -11,221 -51%
NWS
136
Newport Wealth Strategies
California
$220K +$220K +11,104 New
MCM
137
Mengis Capital Management
Oregon
$216K -$10.4K -520 -5%
Bank of New York Mellon
138
Bank of New York Mellon
New York
$215K +$215K +10,764 New
CCB
139
Cutter & Co Brokerage
Missouri
$214K +$4K +200 +2%
SEI Investments
140
SEI Investments
Pennsylvania
$214K +$156K +7,778 +266%
CWM
141
Cornerstone Wealth Management
Missouri
$212K -$9.08K -450 -4%
UR
142
USCA RIA
Texas
$211K
ASN
143
Advisory Services Network
Georgia
$203K +$20.8K +1,040 +11%
SPC
144
Sigma Planning Corp
Michigan
$203K +$203K +10,153 New
KA
145
Kovack Advisors
Florida
$202K +$202K +10,099 New
SWM
146
SeaCrest Wealth Management
New York
$150K +$150K +7,506 New
MOS
147
MGO One Seven
Ohio
$140K +$140K +6,996 New
WEC
148
Winslow Evans & Crocker
Massachusetts
$115K +$39.5K +1,976 +53%
WT
149
Whittier Trust
California
$100K
Bank of Montreal
150
Bank of Montreal
Ontario, Canada
$98K +$98K +4,910 New