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First Trust Preferred Securities and Income ETF

244 hedge funds and large institutions have $1.82B invested in First Trust Preferred Securities and Income ETF in 2019 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 111 increasing their positions, 58 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
Holders Change
+11
Holders Change %
+4.72%
% of All Funds
5.31%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.39%
New
42
Increased
111
Reduced
58
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JCM
176
Jacobi Capital Management
Pennsylvania
$304K +$57.6K +2,970 +23%
Ameriprise
177
Ameriprise
Minnesota
$302K +$302K +15,557 New
BAAM
178
Baker Avenue Asset Management
California
$301K +$301K +15,540 New
UCFA
179
United Capital Financial Advisors
Texas
$281K -$9.62K -497 -3%
WP
180
WealthSource Partners
California
$276K -$330K -17,000 -54%
CWA
181
Clarus Wealth Advisors
Arizona
$254K +$183K +9,436 +259%
HFP
182
Holistic Financial Partners
Indiana
$253K +$253K +13,068 New
SWM
183
Sequoia Wealth Management
Illinois
$252K -$22K -1,123 -8%
WDA
184
Wendell David Associates
New Hampshire
$252K
AWS
185
AJ Wealth Strategies
New York
$252K +$252K +13,000 New
CBFP
186
Cedar Brook Financial Partners
Ohio
$249K +$2.58K +133 +1%
VCM
187
Vivaldi Capital Management
Illinois
$242K +$48.4K +2,500 +25%
TFS
188
Thoroughbred Financial Services
Tennessee
$228K +$228K +11,765 New
BAM
189
Belpointe Asset Management
Nevada
$219K +$219K +11,272 New
FWM
190
Foresight Wealth Management
Utah
$217K -$10.1K -520 -4%
SAS
191
Stelac Advisory Services
New York
$213K
IWC
192
Integrated Wealth Concepts
Massachusetts
$211K +$211K +10,519 New
MIM
193
Moseley Investment Management
Florida
$205K -$9.6K -495 -4%
MCM
194
Mengis Capital Management
Oregon
$195K
CAL
195
Capital Advisors Ltd
Ohio
$191K +$21.7K +1,120 +13%
PB
196
Pinnacle Bancorp
Nebraska
$148K +$55.3K +2,850 +60%
IWA
197
Intercontinental Wealth Advisors
Texas
$143K -$107K -5,500 -43%
MRCM
198
M&R Capital Management
New Jersey
$140K +$251 +13 +0.2%
GFPC
199
Global Financial Private Capital
Florida
$117K +$117K +6,031 New
AAM
200
Advisors Asset Management
Colorado
$114K +$24.3K +1,253 +27%