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First Trust Preferred Securities and Income ETF

304 hedge funds and large institutions have $2.47B invested in First Trust Preferred Securities and Income ETF in 2019 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 150 increasing their positions, 51 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+43
Holders Change %
+16.48%
% of All Funds
6%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.45%
New
68
Increased
150
Reduced
51
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Creative Planning
151
Creative Planning
Kansas
$1.05M +$108K +5,362 +11%
NRI
152
NFP Retirement Inc
California
$1.04M +$1.04M +51,990 New
CONA
153
Capital One National Association
New York
$1.02M +$1.02M +50,718 New
AWM
154
Altium Wealth Management
New York
$990K
CRWM
155
Castle Rock Wealth Management
California
$953K +$37.3K +1,822 +4%
WC
156
Whitnell & Co
Illinois
$927K +$575K +28,637 +163%
AAMA
157
Advanced Asset Management Advisors
Ohio
$923K +$923K +46,000 New
CCP
158
Corient Capital Partners
California
$903K +$410K +20,425 +83%
SWM
159
SeaCrest Wealth Management
New York
$897K +$132K +6,604 +17%
Thrivent Financial for Lutherans
160
Thrivent Financial for Lutherans
Minnesota
$883K
UCFA
161
United Capital Financial Advisors
Texas
$858K +$247K +12,310 +40%
GIA
162
Gladstone Institutional Advisory
Florida
$857K +$302K +15,025 +54%
TC
163
Telemus Capital
Michigan
$813K
IIC
164
Ironwood Investment Counsel
Arizona
$793K +$489K +24,375 +161%
NFG
165
Noven Financial Group
Colorado
$789K
CS
166
Comerica Securities
Michigan
$782K -$28.4K -1,414 -4%
MAFM
167
Mid Atlantic Financial Management
Pennsylvania
$765K +$238K +11,858 +45%
PAS
168
Park Avenue Securities
New York
$735K +$387K +19,292 +111%
MWA
169
Moser Wealth Advisors
Washington
$729K +$729K +36,300 New
WEC
170
Winslow Evans & Crocker
Massachusetts
$722K -$2.74K -136 -0.4%
APA
171
American Portfolios Advisors
New York
$717K +$306K +15,269 +75%
FHA
172
Flagship Harbor Advisors
Massachusetts
$705K -$53.1K -2,646 -7%
SC
173
Scotia Capital
Ontario, Canada
$687K
BRWA
174
B. Riley Wealth Advisors
Florida
$679K -$64K -3,186 -9%
TFS
175
TrustCore Financial Services
Tennessee
$678K -$62.7K -3,123 -8%