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First Trust Preferred Securities and Income ETF

233 hedge funds and large institutions have $1.51B invested in First Trust Preferred Securities and Income ETF in 2019 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 99 increasing their positions, 56 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
Holders Change %
0%
% of All Funds
5.05%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.33%
New
38
Increased
99
Reduced
56
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
151
Breiter Capital Management
Florida
$317K +$317K +16,264 New
Millennium Management
152
Millennium Management
New York
$304K +$304K +15,967 New
MWP
153
MYCIO Wealth Partners
Pennsylvania
$297K +$4.34K +228 +1%
KA
154
Kovack Advisors
Florida
$295K +$10.8K +568 +4%
FHB
155
First Hawaiian Bank
Hawaii
$293K +$293K +15,365 New
UCFA
156
United Capital Financial Advisors
Texas
$286K -$35.9K -1,886 -11%
SCP
157
Syntal Capital Partners
Texas
$285K +$285K +15,000 New
SFA
158
Semmax Financial Advisors
North Carolina
$276K -$156K -8,163 -36%
GIM
159
Greenwich Investment Management
Connecticut
$272K
SWM
160
Sequoia Wealth Management
Illinois
$266K -$203K -10,683 -43%
PG
161
Patten Group
Tennessee
$262K +$262K +13,735 New
US Bancorp
162
US Bancorp
Minnesota
$261K +$117K +6,150 +82%
WIA
163
World Investment Advisors
California
$252K
WDA
164
Wendell David Associates
New Hampshire
$248K
ONB
165
Old National Bancorp
Indiana
$247K -$161K -8,470 -39%
IWA
166
Intercontinental Wealth Advisors
Texas
$245K
DADC
167
D.A. Davidson & Co
Montana
$243K +$243K +12,734 New
JCM
168
Jacobi Capital Management
Pennsylvania
$242K +$3.3K +173 +1%
CBFP
169
Cedar Brook Financial Partners
Ohio
$242K +$10.3K +541 +4%
WC
170
Whitnell & Co
Illinois
$237K +$114K +6,000 +93%
HPC
171
Hobart Private Capital
North Carolina
$227K -$33.1K -1,738 -13%
FWM
172
Foresight Wealth Management
Utah
$223K -$133K -6,988 -37%
AFNAS
173
American Financial Network Advisory Services
California
$215K -$2.91K -153 -1%
KFGK
174
Keystone Financial Group (Kentucky)
Kentucky
$212K +$4.16K +218 +2%
MIM
175
Moseley Investment Management
Florida
$211K +$211K +11,063 New