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First Trust Preferred Securities and Income ETF

299 hedge funds and large institutions have $2.17B invested in First Trust Preferred Securities and Income ETF in 2020 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 129 increasing their positions, 88 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
-5
Holders Change %
-1.64%
% of All Funds
6.6%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.51%
New
51
Increased
129
Reduced
88
Closed
48
Calls
$4K
Puts
$4K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BC
126
Brio Consultants
California
$1.04M -$9.5K -579 -0.9%
UCFA
127
United Capital Financial Advisors
Texas
$1.03M +$333K +20,293 +47%
RW
128
RVW Wealth
California
$1.01M +$146K +8,894 +17%
KA
129
Kovack Advisors
Florida
$986K -$29.2K -1,780 -3%
CCFM
130
Clear Creek Financial Management
Washington
$983K -$654K -36,421 -40%
AF
131
Advisornet Financial
Minnesota
$983K -$86.7K -5,286 -8%
NRI
132
NFP Retirement Inc
California
$980K +$127K +7,749 +15%
MWA
133
Moser Wealth Advisors
Washington
$964K +$369K +22,500 +62%
NWM
134
Northwest Wealth Management
Iowa
$955K -$54.9K -3,351 -5%
Thrivent Financial for Lutherans
135
Thrivent Financial for Lutherans
Minnesota
$938K -$883K
CCP
136
Corient Capital Partners
California
$938K +$200K +12,197 +27%
JWBC
137
J.W. Burns & Co
New York
$911K -$11.1K -675 -1%
JIP
138
Jaffetilchin Investment Partners
Florida
$892K -$10.5M -639,990 -92%
1W
139
1776 Wealth
Georgia
$862K +$430K +23,573 +99%
LI
140
LVZ Inc
Michigan
$861K -$3.97K -242 -0.5%
FAIM
141
Financial Advocates Investment Management
Washington
$851K -$106K -6,483 -11%
GIA
142
Gladstone Institutional Advisory
Florida
$799K +$99.4K +6,062 +14%
SWM
143
SeaCrest Wealth Management
New York
$796K +$62.7K +3,820 +9%
SW
144
SteelPeak Wealth
California
$784K -$147K -8,940 -16%
AIC
145
Ameritas Investment Company
Nebraska
$773K +$773K +47,248 New
ASN
146
Advisory Services Network
Georgia
$760K -$793K -48,313 -51%
AAMA
147
Advanced Asset Management Advisors
Ohio
$754K
TC
148
Telemus Capital
Michigan
$748K
DADC
149
D.A. Davidson & Co
Montana
$738K +$412K +25,134 +126%
IAIM
150
International Assets Investment Management
Florida
$682K +$682K +41,603 New