FPE icon

First Trust Preferred Securities and Income ETF

233 hedge funds and large institutions have $1.35B invested in First Trust Preferred Securities and Income ETF in 2018 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 59 increasing their positions, 81 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
+28
Holders Change %
+13.66%
% of All Funds
5.2%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.38%
New
65
Increased
59
Reduced
81
Closed
34
Calls
$332K
Puts
Net Calls
+$332K
Net Calls Change
+$332K
Name Holding Trade Value Shares
Change
Shares
Change %
MOS
176
MGO One Seven
Ohio
$152K +$152K +8,518 New
RFM
177
Royal Fund Management
Florida
$144K -$5.2M -291,310 -97%
FGC
178
Financial Gravity Companies
Texas
$143K +$143K +7,630 New
SWM
179
SeaCrest Wealth Management
New York
$136K +$3.48K +194 +3%
US Bancorp
180
US Bancorp
Minnesota
$135K -$323K -18,013 -71%
MRCM
181
M&R Capital Management
New Jersey
$126K -$53.5K -2,981 -30%
Parallax Volatility Advisers
182
Parallax Volatility Advisers
California
$125K +$125K +6,956 New
WC
183
Whitnell & Co
Illinois
$116K +$62.4K +3,463 +116%
GWMIA
184
Global Wealth Management Investment Advisory
Florida
$107K +$107K +5,971 New
WP
185
WealthShield Partners
North Carolina
$105K +$30.3K +1,696 +41%
WEC
186
Winslow Evans & Crocker
Massachusetts
$94K
GEA
187
Glen Eagle Advisors
New Jersey
$91.2K
WT
188
Whittier Trust
California
$90K
PB
189
Pinnacle Bancorp
Nebraska
$86K +$86K +4,783 New
APC
190
Aspire Private Capital
North Carolina
$82K +$82K +4,552 New
PMFA
191
Plante Moran Financial Advisors
Michigan
$81K +$18 +1 +0%
Deutsche Bank
192
Deutsche Bank
Germany
$78K -$171K -9,584 -69%
CFA
193
Carroll Financial Associates
North Carolina
$76K
CA
194
Claro Advisors
Massachusetts
$74K +$74K +3,880 New
CWA
195
Clarus Wealth Advisors
Arizona
$66K -$9.04K -500 -12%
CHC
196
City Holding Co
West Virginia
$59K
JPMorgan Chase & Co
197
JPMorgan Chase & Co
New York
$55K -$158K -8,808 -74%
FHA
198
Flagship Harbor Advisors
Massachusetts
$50K
MFW
199
Mosaic Family Wealth
Missouri
$47K
CFN
200
Cordasco Financial Network
Florida
$45K