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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 %
WWM
176
Wagner Wealth Management
South Carolina
$35K +$310 +16 +0.9%
AWA
177
Acorn Wealth Advisors
Michigan
$33K +$33K +1,700 New
BlackRock
178
BlackRock
New York
$31K +$31K +1,582 New
CAC
179
Certified Advisory Corp
Florida
$31K +$31K +1,600 New
RFC
180
Regions Financial Corp
Alabama
$30K +$18.1K +928 +152%
CIBC Private Wealth Group
181
CIBC Private Wealth Group
Georgia
$29K +$9.75K +496 +51%
FHA
182
First Horizon Advisors
Tennessee
$29K +$18.9K +987 +187%
Carson Wealth (CWM LLC)
183
Carson Wealth (CWM LLC)
Nebraska
$29K +$29K +1,495 New
WDL
184
Well Done LLC
Michigan
$26K +$26K +1,339 New
Fifth Third Bancorp
185
Fifth Third Bancorp
Ohio
$24K
LWA
186
Lenox Wealth Advisors
New York
$23K +$23K +1,173 New
BRC
187
Bell Rock Capital
Delaware
$19K
TC
188
Trilogy Capital
California
$19K +$19K +1,000 New
NC
189
NewSquare Capital
Pennsylvania
$18K
IP
190
Intellectus Partners
California
$18K
IWM
191
IHT Wealth Management
Illinois
$14K -$39 -2 -0.3%
APP
192
Avantax Planning Partners
Iowa
$12K +$12K +631 New
CBT
193
Capital Bank & Trust
California
$10K
AWM
194
AllSquare Wealth Management
New York
$10K +$10K +492 New
IFAM
195
Institutional & Family Asset Management
Colorado
$10K +$10K +500 New
MSFP
196
Mark Sheptoff Financial Planning
Connecticut
$10K +$10K +500 New
AAM
197
Advisors Asset Management
Colorado
$9K +$9K +466 New
WC
198
Whitnell & Co
Illinois
$9K +$9K +476 New
SSB
199
Sandy Spring Bank
Maryland
$8K
SBL
200
Sargent Bickham Lagudis
Colorado
$8K +$8K +390 New