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First Trust Preferred Securities and Income ETF

233 hedge funds and large institutions have $1.35B invested in First Trust Preferred Securities and Income ETF in 2018 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 59 increasing their positions, 81 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
+28
Holders Change %
+13.66%
% of All Funds
5.2%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.38%
New
65
Increased
59
Reduced
81
Closed
34
Calls
$332K
Puts
Net Calls
+$332K
Net Calls Change
+$332K
Name Holding Trade Value Shares
Change
Shares
Change %
HCM
126
Hudson Capital Management
New Jersey
$503K -$21.6K -1,201 -4%
RCG
127
Ruggie Capital Group
Florida
$480K +$480K +26,763 New
MHS
128
M Holdings Securities
Oregon
$472K +$6.4K +356 +1%
SVWA
129
Sound View Wealth Advisors
Georgia
$464K +$464K +25,877 New
Principal Financial Group
130
Principal Financial Group
Iowa
$453K +$453K +25,247 New
LI
131
LVZ Inc
Michigan
$452K +$3.03K +169 +0.7%
Citigroup
132
Citigroup
New York
$444K -$380K -21,125 -46%
SWM
133
Sequoia Wealth Management
Illinois
$443K -$31.9K -1,774 -7%
SPC
134
Sigma Planning Corp
Michigan
$411K +$22K +1,223 +6%
LWAC
135
Laurel Wealth Advisors (California)
California
$409K -$89.9K -5,019 -18%
SFA
136
Semmax Financial Advisors
North Carolina
$406K +$406K +22,642 New
MFG
137
Magnus Financial Group
New York
$404K +$404K +22,486 New
FHC
138
First Heartland Consultants
Missouri
$403K -$115K -6,386 -22%
IWA
139
IBEX Wealth Advisors
New Jersey
$401K +$401K +22,330 New
CFGS
140
Concourse Financial Group Securities
Alabama
$399K +$309K +17,190 +341%
WAP
141
Wealthcare Advisory Partners
Pennsylvania
$388K +$198K +11,028 +104%
ONB
142
Old National Bancorp
Indiana
$385K -$143K -7,970 -27%
AAS
143
Avantax Advisory Services
Texas
$382K +$382K +21,295 New
BF
144
BOK Financial
Oklahoma
$372K -$8.23K -458 -2%
MAFM
145
Mid Atlantic Financial Management
Pennsylvania
$356K +$356K +19,814 New
FWM
146
Foresight Wealth Management
Utah
$336K +$336K +18,711 New
QAM
147
Questar Asset Management
Minnesota
$331K +$331K +18,443 New
SAM
148
Stringer Asset Management
Tennessee
$329K -$2.29M -127,761 -87%
Northwestern Mutual Wealth Management
149
Northwestern Mutual Wealth Management
Wisconsin
$324K +$7.95K +442 +3%
ISB
150
Iowa State Bank
Iowa
$318K