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First Trust Preferred Securities and Income ETF

208 hedge funds and large institutions have $1.64B invested in First Trust Preferred Securities and Income ETF in 2018 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 89 increasing their positions, 48 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
+28
Holders Change %
+15.56%
% of All Funds
4.77%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.37%
New
46
Increased
89
Reduced
48
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
151
Mengis Capital Management
Oregon
$196K -$13.6K -700 -6%
UR
152
USCA RIA
Texas
$196K -$9.75K -500 -5%
CTA
153
Chesley Taft & Associates
Illinois
$196K +$196K +10,050 New
YMRC
154
Yorktown Management & Research Company
Virginia
$195K +$195K +10,000 New
ASN
155
Advisory Services Network
Georgia
$190K -$7.24K -372 -4%
WAP
156
Wealthcare Advisory Partners
Pennsylvania
$174K +$81.7K +4,206 +89%
SWM
157
SeaCrest Wealth Management
New York
$146K +$214 +11 +0.1%
WEC
158
Winslow Evans & Crocker
Massachusetts
$138K +$26.9K +1,380 +24%
MOS
159
MGO One Seven
Ohio
$137K +$1.2K +62 +0.9%
Manulife (Manufacturers Life Insurance)
160
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$133K +$116K +5,985 +686%
FGC
161
Financial Gravity Companies
Texas
$112K +$18.4K +946 +20%
FGAM
162
Financial Gravity Asset Management
Texas
$112K +$112K +5,757 New
WT
163
Whittier Trust
California
$97K
VFA
164
Valeo Financial Advisors
Indiana
$91K +$65.2K +3,367 +253%
SIAP
165
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$89K +$89K +4,550 New
PMFA
166
Plante Moran Financial Advisors
Michigan
$87K +$1.94K +100 +2%
Bank of Montreal
167
Bank of Montreal
Ontario, Canada
$78K -$17K -878 -18%
GEA
168
Glen Eagle Advisors
New Jersey
$69.7K +$69.7K +3,580 New
CHC
169
City Holding Co
West Virginia
$64K
WP
170
WealthShield Partners
North Carolina
$62K +$62K +3,170 New
MFW
171
Mosaic Family Wealth
Missouri
$51K
CFN
172
Cordasco Financial Network
Florida
$49K
ANBT
173
American National Bank & Trust
Texas
$45K +$45K +2,315 New
VCM
174
Virtue Capital Management
Tennessee
$39K -$505 -26 -1%
WIM
175
Westside Investment Management
California
$37K