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First Trust Preferred Securities and Income ETF

261 hedge funds and large institutions have $2.14B invested in First Trust Preferred Securities and Income ETF in 2019 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 141 increasing their positions, 50 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
+17
Holders Change %
+6.97%
% of All Funds
5.73%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.46%
New
37
Increased
141
Reduced
50
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PPA
126
Parametric Portfolio Associates
Washington
$1.05M -$91.6K -4,646 -8%
SB
127
Strategic Blueprint
Georgia
$1.03M +$258K +13,055 +33%
JWBC
128
J.W. Burns & Co
New York
$1.01M +$2.96K +150 +0.3%
AAS
129
Avantax Advisory Services
Texas
$1.01M +$511K +25,992 +102%
NWM
130
Northwest Wealth Management
Iowa
$1M +$276K +13,973 +38%
AWM
131
Altium Wealth Management
New York
$973K +$512K +25,950 +111%
LI
132
LVZ Inc
Michigan
$957K +$48.5K +2,457 +5%
Creative Planning
133
Creative Planning
Kansas
$927K +$54.2K +2,745 +6%
WCM
134
WealthBridge Capital Management
Ohio
$927K +$927K +46,967 New
LWAC
135
Laurel Wealth Advisors (California)
California
$914K +$526K +26,649 +135%
CRWM
136
Castle Rock Wealth Management
California
$892K -$57.9K -2,903 -6%
DC
137
Davenport & Co
Virginia
$845K
MIAN
138
Mariner Independent Advisor Network
Kansas
$834K +$326K +16,507 +64%
AIP
139
Almanack Investment Partners
Pennsylvania
$821K -$131K -6,646 -14%
AIC
140
Ameritas Investment Company
Nebraska
$804K +$435K +22,021 +118%
TC
141
Telemus Capital
Michigan
$799K
CS
142
Comerica Securities
Michigan
$797K -$262K -13,274 -25%
NFG
143
Noven Financial Group
Colorado
$776K
SWM
144
SeaCrest Wealth Management
New York
$752K +$383K +19,392 +104%
FHA
145
Flagship Harbor Advisors
Massachusetts
$745K +$671K +34,002 +903%
CCG
146
Cypress Capital Group
Florida
$738K +$214K +10,825 +41%
BRWA
147
B. Riley Wealth Advisors
Florida
$731K +$156K +7,921 +27%
TFS
148
TrustCore Financial Services
Tennessee
$728K -$1M -50,760 -58%
WEC
149
Winslow Evans & Crocker
Massachusetts
$712K +$9.41K +476 +1%
SC
150
Scotia Capital
Ontario, Canada
$674K