FPE icon

First Trust Preferred Securities and Income ETF

303 hedge funds and large institutions have $2.59B invested in First Trust Preferred Securities and Income ETF in 2020 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 113 increasing their positions, 102 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
+4
Holders Change %
+1.34%
% of All Funds
6.23%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.43%
New
46
Increased
113
Reduced
102
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MHS
176
M Holdings Securities
Oregon
$585K -$11.3K -613 -2%
CIAS
177
Capital Investment Advisory Services
North Carolina
$583K +$35K +1,900 +6%
Creative Planning
178
Creative Planning
Kansas
$582K -$125K -6,806 -18%
SI
179
Stephens Inc
Arkansas
$568K -$1.97M -106,754 -78%
APA
180
American Portfolios Advisors
New York
$563K -$15.3K -833 -3%
RW
181
RVW Wealth
California
$560K -$576K -31,282 -51%
MPCG
182
Matrix Private Capital Group
New York
$545K +$15.9K +862 +3%
OC
183
Oppenheimer & Co
New York
$539K -$20.7K -1,121 -4%
BF
184
BOK Financial
Oklahoma
$538K -$20.4K -1,106 -4%
APWA
185
Atlas Private Wealth Advisors
New Jersey
$536K +$536K +29,120 New
OIA
186
OneDigital Investment Advisors
Kansas
$529K +$529K +28,738 New
BB
187
Busey Bank
Illinois
$503K -$14.2K -773 -3%
GVAG
188
Great Valley Advisor Group
Delaware
$494K +$494K +26,779 New
Koshinski Asset Management
189
Koshinski Asset Management
Illinois
$490K +$490K +26,598 New
EWM
190
EPG Wealth Management
Georgia
$484K +$33.9K +1,843 +8%
NA
191
NewEdge Advisors
Louisiana
$481K -$1.18M -63,877 -71%
CWA
192
Clarus Wealth Advisors
Arizona
$478K +$46.3K +2,485 +11%
GLA
193
Good Life Advisors
Pennsylvania
$478K +$61.2K +3,318 +15%
BAAM
194
Baker Avenue Asset Management
California
$472K
RFWA
195
RPg Family Wealth Advisory
Massachusetts
$471K
SFG
196
Summit Financial Group
West Virginia
$470K -$10.3K -561 -2%
QAM
197
QCI Asset Management
New York
$458K +$174K +9,468 +62%
M&T Bank
198
M&T Bank
New York
$453K -$46.9K -2,551 -9%
1W
199
1776 Wealth
Georgia
$445K -$426K -23,132 -49%
MOS
200
MGO One Seven
Ohio
$429K +$78.7K +4,274 +22%