FPE icon

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.

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 %
WAP
151
Wealthcare Advisory Partners
Pennsylvania
$95K +$10.5K +527 +12%
FGC
152
Financial Gravity Companies
Texas
$95K +$95K +4,811 New
PMFA
153
Plante Moran Financial Advisors
Michigan
$88K
VCM
154
Versant Capital Management
Arizona
$74K +$74K +3,717 New
CHC
155
City Holding Co
West Virginia
$66K +$66K +3,300 New
MFW
156
Mosaic Family Wealth
Missouri
$52K
CFN
157
Cordasco Financial Network
Florida
$50K +$50K +2,500 New
VCM
158
Virtue Capital Management
Tennessee
$41K +$41K +2,035 New
WIM
159
Westside Investment Management
California
$38.1K
WWM
160
Wagner Wealth Management
South Carolina
$36K +$36K +1,790 New
VFA
161
Valeo Financial Advisors
Indiana
$27K +$27K +1,331 New
Fifth Third Bancorp
162
Fifth Third Bancorp
Ohio
$25K +$25K +1,242 New
BRC
163
Bell Rock Capital
Delaware
$20K
CIBC Private Wealth Group
164
CIBC Private Wealth Group
Georgia
$20K +$20K +980 New
IP
165
Intellectus Partners
California
$19K
NC
166
NewSquare Capital
Pennsylvania
$19K +$9.24K +460 +95%
Manulife (Manufacturers Life Insurance)
167
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$17K +$9.91K +509 +140%
IWM
168
IHT Wealth Management
Illinois
$15K +$4.85K +235 +48%
CA
169
Calton & Associates
Florida
$13K +$13K +665 New
UBS AM
170
UBS AM
Illinois
$12.9K
PAI
171
Pittenger & Anderson Inc
Nebraska
$12K +$12K +600 New
RFC
172
Regions Financial Corp
Alabama
$12K +$12K +611 New
CBT
173
Capital Bank & Trust
California
$10K +$10K +495 New
FHA
174
First Horizon Advisors
Tennessee
$10K +$10K +527 New
SSB
175
Sandy Spring Bank
Maryland
$8K