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First Trust Preferred Securities and Income ETF

299 hedge funds and large institutions have $2.17B invested in First Trust Preferred Securities and Income ETF in 2020 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 129 increasing their positions, 88 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
-5
Holders Change %
-1.64%
% of All Funds
6.6%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.51%
New
51
Increased
129
Reduced
88
Closed
48
Calls
$4K
Puts
$4K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CIAS
176
Capital Investment Advisory Services
North Carolina
$488K +$135K +8,225 +38%
BFA
177
Brendel Financial Advisors
New Hampshire
$484K +$484K +29,483 New
MPCG
178
Matrix Private Capital Group
New York
$471K +$16.4K +1,000 +4%
BWA
179
Beam Wealth Advisors
Louisiana
$469K +$205K +12,527 +78%
SFP
180
Strategic Financial Partners
Oregon
$462K -$5.25K -320 -1%
BB
181
Busey Bank
Illinois
$460K +$8.19K +500 +2%
JA
182
JOYN Advisors
Georgia
$448K +$256K +15,596 +133%
M&T Bank
183
M&T Bank
New York
$446K -$73.9K -4,504 -14%
SMG
184
Spectrum Management Group
Indiana
$443K +$443K +26,996 New
Lido Advisors
185
Lido Advisors
California
$434K -$677K -41,310 -61%
SFG
186
Summit Financial Group
West Virginia
$427K
BAAM
187
Baker Avenue Asset Management
California
$420K +$81.9K +5,000 +24%
RFWA
188
RPg Family Wealth Advisory
Massachusetts
$419K +$13.3K +812 +3%
KWM
189
Kingsview Wealth Management
Oregon
$419K -$460K -28,091 -52%
Northwestern Mutual Wealth Management
190
Northwestern Mutual Wealth Management
Wisconsin
$408K +$70.3K +4,286 +21%
EWM
191
EPG Wealth Management
Georgia
$401K +$401K +24,454 New
OMC
192
Old Mission Capital
Illinois
$399K +$399K +24,301 New
VCP
193
Verus Capital Partners
Arizona
$398K +$347K +21,124 +676%
Ameriprise
194
Ameriprise
Minnesota
$392K +$173K +10,562 +79%
LWP
195
Legacy Wealth Partners
California
$377K +$26.4K +1,611 +8%
CWA
196
Clarus Wealth Advisors
Arizona
$375K +$167K +10,357 +81%
GLA
197
Good Life Advisors
Pennsylvania
$368K -$52.4K -3,222 -12%
MRCM
198
M&R Capital Management
New Jersey
$365K +$246K +15,018 +206%
PWP
199
Principle Wealth Partners
Connecticut
$354K +$354K +21,574 New
IA
200
IFP Advisors
Florida
$353K +$87.4K +5,103 +33%