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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 %
BF
176
BOK Financial
Oklahoma
$670K +$45.8K +2,283 +7%
Koshinski Asset Management
177
Koshinski Asset Management
Illinois
$661K +$661K +33,044 New
WEPOG
178
Wealth Enhancement & Preservation of GA
Georgia
$648K +$648K +33,076 New
MHS
179
M Holdings Securities
Oregon
$642K -$12.3K -612 -2%
M&T Bank
180
M&T Bank
New York
$636K -$16.3K -810 -2%
MMA
181
Miracle Mile Advisors
California
$635K +$158K +7,882 +33%
OC
182
Oppenheimer & Co
New York
$634K +$89.8K +4,469 +16%
FHC
183
First Heartland Consultants
Missouri
$625K +$167K +8,292 +36%
SFP
184
Strategic Financial Partners
Oregon
$572K +$572K +28,503 New
LA
185
LexAurum Advisors
Kansas
$569K +$199K +9,939 +54%
PWM
186
PRW Wealth Management
Massachusetts
$562K -$40.1K -2,000 -7%
MFG
187
Merit Financial Group
Georgia
$560K +$560K +27,910 New
MPCG
188
Matrix Private Capital Group
New York
$557K +$557K +27,737 New
BB
189
Busey Bank
Illinois
$554K -$2.23K -111 -0.4%
SWM
190
Segment Wealth Management
Texas
$550K -$126K -6,300 -19%
TFS
191
Thoroughbred Financial Services
Tennessee
$546K +$8.44K +420 +2%
SFG
192
Summit Financial Group
West Virginia
$523K -$17K -846 -3%
GLA
193
Good Life Advisors
Pennsylvania
$520K +$6.62K +329 +1%
MFG
194
Magnus Financial Group
New York
$520K +$102K +5,078 +24%
AFP
195
Ausdal Financial Partners
Iowa
$503K -$25.4K -1,256 -5%
RFWA
196
RPg Family Wealth Advisory
Massachusetts
$497K -$54.6K -2,722 -10%
SFA
197
Sequoia Financial Advisors
Ohio
$491K +$491K +24,455 New
1W
198
1776 Wealth
Georgia
$476K +$476K +23,730 New
AIP
199
Almanack Investment Partners
Pennsylvania
$475K -$360K -17,938 -43%
UAS
200
United Asset Strategies
New York
$471K +$36.1K +1,801 +8%