FPE icon

First Trust Preferred Securities and Income ETF

261 hedge funds and large institutions have $2.14B invested in First Trust Preferred Securities and Income ETF in 2019 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 141 increasing their positions, 50 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
+17
Holders Change %
+6.97%
% of All Funds
5.73%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.46%
New
37
Increased
141
Reduced
50
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
QAM
151
QCI Asset Management
New York
$672K -$21.6K -1,095 -3%
SWM
152
Segment Wealth Management
Texas
$665K
MHS
153
M Holdings Securities
Oregon
$643K -$40.6K -2,057 -6%
M&T Bank
154
M&T Bank
New York
$641K +$220K +11,167 +52%
BF
155
BOK Financial
Oklahoma
$615K +$63.1K +3,194 +11%
ASN
156
Advisory Services Network
Georgia
$612K
UCFA
157
United Capital Financial Advisors
Texas
$600K +$314K +15,906 +110%
PWM
158
PRW Wealth Management
Massachusetts
$591K +$148K +7,500 +33%
GIA
159
Gladstone Institutional Advisory
Florida
$546K +$77.3K +3,914 +16%
BB
160
Busey Bank
Illinois
$546K +$546K +27,689 New
RFWA
161
RPg Family Wealth Advisory
Massachusetts
$542K +$17.9K +907 +3%
SVWAG
162
Sound View Wealth Advisors Group
Georgia
$541K +$30.1K +1,525 +6%
OC
163
Oppenheimer & Co
New York
$535K +$84.3K +4,269 +19%
SFG
164
Summit Financial Group
West Virginia
$531K -$30.1K -1,525 -5%
TFS
165
Thoroughbred Financial Services
Tennessee
$528K +$296K +15,000 +127%
MAFM
166
Mid Atlantic Financial Management
Pennsylvania
$518K +$124K +6,300 +32%
AFP
167
Ausdal Financial Partners
Iowa
$515K -$2.33K -118 -0.5%
GLA
168
Good Life Advisors
Pennsylvania
$505K +$113K +5,711 +29%
CCP
169
Corient Capital Partners
California
$485K +$485K +24,576 New
MMA
170
Miracle Mile Advisors
California
$469K -$1.96M -99,212 -81%
PWA
171
Providence Wealth Advisors
Illinois
$465K +$465K +23,550 New
FHC
172
First Heartland Consultants
Missouri
$450K -$115K -5,850 -20%
UAS
173
United Asset Strategies
New York
$427K -$1.08K -55 -0.3%
BAM
174
Belpointe Asset Management
Nevada
$427K +$204K +10,358 +92%
Susquehanna International Group
175
Susquehanna International Group
Pennsylvania
$416K +$416K +21,064 New