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First Trust Preferred Securities and Income ETF

205 hedge funds and large institutions have $1.61B invested in First Trust Preferred Securities and Income ETF in 2018 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 80 increasing their positions, 60 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
+17
Holders Change %
+9.04%
% of All Funds
4.69%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.3%
New
37
Increased
80
Reduced
60
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
APA
151
American Portfolios Advisors
New York
$218K -$10.5K -549 -5%
Creative Planning
152
Creative Planning
Kansas
$217K +$217K +11,366 New
GLA
153
Good Life Advisors
Pennsylvania
$212K -$107K -5,596 -34%
ASN
154
Advisory Services Network
Georgia
$209K +$37.7K +1,977 +22%
WAP
155
Wealthcare Advisory Partners
Pennsylvania
$202K +$4.27K +224 +2%
CCB
156
Cutter & Co Brokerage
Missouri
$201K
MCM
157
Mengis Capital Management
Oregon
$192K +$192K +10,080 New
MRCM
158
M&R Capital Management
New Jersey
$191K +$191K +10,000 New
GSC
159
G&S Capital
Colorado
$189K
WWM
160
Wagner Wealth Management
South Carolina
$154K +$29.7K +1,555 +24%
SWM
161
SeaCrest Wealth Management
New York
$141K -$2.61K -137 -2%
FGAM
162
Financial Gravity Asset Management
Texas
$135K +$11.8K +629 +10%
WEC
163
Winslow Evans & Crocker
Massachusetts
$100K -$38.1K -1,960 -28%
WC
164
Whitney & Co
New York
$98K +$98K +5,200 New
GEA
165
Glen Eagle Advisors
New Jersey
$97K
CFGS
166
Concourse Financial Group Securities
Alabama
$96K +$96K +5,040 New
WT
167
Whittier Trust
California
$95K
PMFA
168
Plante Moran Financial Advisors
Michigan
$86K +$19 +1 +0%
WP
169
WealthShield Partners
North Carolina
$80K +$23.1K +1,205 +41%
CFA
170
Carroll Financial Associates
North Carolina
$79K -$206K -10,920 -72%
CWA
171
Clarus Wealth Advisors
Arizona
$79K -$23.8K -1,250 -23%
APP
172
Avantax Planning Partners
Iowa
$69K +$69K +3,612 New
CHC
173
City Holding Co
West Virginia
$63K
MIFH
174
Migdal Insurance & Financial Holdings
Israel
$60K -$3.99M -208,457 -99%
WC
175
Whitnell & Co
Illinois
$57K +$47.9K +2,500 +525%