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First Trust Preferred Securities and Income ETF

233 hedge funds and large institutions have $1.51B invested in First Trust Preferred Securities and Income ETF in 2019 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 99 increasing their positions, 56 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
Holders Change %
0%
% of All Funds
5.05%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.33%
New
38
Increased
99
Reduced
56
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ASN
126
Advisory Services Network
Georgia
$499K +$285K +14,965 +133%
GIA
127
Gladstone Institutional Advisory
Florida
$497K +$497K +26,072 New
SVWA
128
Sound View Wealth Advisors
Georgia
$493K
FGAM
129
Financial Gravity Asset Management
Texas
$485K +$485K +25,470 New
FHC
130
First Heartland Consultants
Missouri
$484K +$56.5K +2,963 +13%
HCM
131
Hudson Capital Management
New Jersey
$476K -$57.3K -3,004 -11%
SPC
132
Sigma Planning Corp
Michigan
$458K +$21.9K +1,147 +5%
SS
133
Simplicity Solutions
Minnesota
$453K -$273K -14,319 -38%
CFGS
134
Concourse Financial Group Securities
Alabama
$442K +$19.1K +1,003 +5%
MFG
135
Magnus Financial Group
New York
$430K +$1.52K +80 +0.4%
AWM
136
AE Wealth Management
Kansas
$421K -$304K -15,982 -42%
UAS
137
United Asset Strategies
New York
$420K +$420K +22,020 New
IWA
138
IBEX Wealth Advisors
New Jersey
$417K -$8.65K -454 -2%
LWAC
139
Laurel Wealth Advisors (California)
California
$401K -$34.2K -1,794 -8%
CWM
140
Cornerstone Wealth Management
Missouri
$396K +$396K +6,960 New
RW
141
RVW Wealth
California
$395K +$395K +20,736 New
OC
142
Oppenheimer & Co
New York
$392K +$65.5K +3,439 +20%
M&T Bank
143
M&T Bank
New York
$389K -$164K -8,621 -30%
MAFM
144
Mid Atlantic Financial Management
Pennsylvania
$376K -$2.06K -108 -0.5%
UB
145
UMB Bank
Missouri
$372K +$17.9K +940 +5%
CCG
146
Cypress Capital Group
Florida
$363K +$363K +19,000 New
AAS
147
Avantax Advisory Services
Texas
$351K -$54.3K -2,854 -13%
ISB
148
Iowa State Bank
Iowa
$337K
PWM
149
PRW Wealth Management
Massachusetts
$324K +$324K +17,000 New
GLA
150
Good Life Advisors
Pennsylvania
$317K +$117K +6,199 +58%