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First Trust Preferred Securities and Income ETF

287 hedge funds and large institutions have $2.83B invested in First Trust Preferred Securities and Income ETF in 2020 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 127 increasing their positions, 90 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
-16
Holders Change %
-5.28%
% of All Funds
5.81%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.4%
New
30
Increased
127
Reduced
90
Closed
44
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Shares
Change %
BRWA
176
B. Riley Wealth Advisors
Florida
$669K -$19.6K -1,020 -3%
MAFM
177
Mid Atlantic Financial Management
Pennsylvania
$660K -$38.5K -1,949 -6%
KWM
178
Kingsview Wealth Management
Oregon
$626K +$8.82K +460 +1%
OC
179
Oppenheimer & Co
New York
$613K +$52.3K +2,730 +9%
APA
180
American Portfolios Advisors
New York
$613K +$27.1K +1,414 +5%
Creative Planning
181
Creative Planning
Kansas
$604K -$1.82K -95 -0.3%
OIA
182
OneDigital Investment Advisors
Kansas
$600K +$48.9K +2,550 +9%
SI
183
Stephens Inc
Arkansas
$591K
Thrivent Financial for Lutherans
184
Thrivent Financial for Lutherans
Minnesota
$590K -$938K
RW
185
RVW Wealth
California
$583K
MPCG
186
Matrix Private Capital Group
New York
$567K
BF
187
BOK Financial
Oklahoma
$560K -$537 -28 -0.1%
MHS
188
M Holdings Securities
Oregon
$516K -$93.2K -4,861 -15%
WEC
189
Winslow Evans & Crocker
Massachusetts
$508K +$386K +20,132 +317%
AWM
190
AE Wealth Management
Kansas
$506K -$119K -6,199 -19%
GVAG
191
Great Valley Advisor Group
Delaware
$506K -$7.44K -388 -1%
Ameriprise
192
Ameriprise
Minnesota
$492K +$492K +25,670 New
BAAM
193
Baker Avenue Asset Management
California
$491K
SFG
194
Summit Financial Group
West Virginia
$487K -$1.92K -100 -0.4%
RFWA
195
RPg Family Wealth Advisory
Massachusetts
$486K -$4.01K -209 -0.8%
BB
196
Busey Bank
Illinois
$476K -$48K -2,500 -9%
1W
197
1776 Wealth
Georgia
$465K +$2.58K +135 +0.6%
TFS
198
TrustCore Financial Services
Tennessee
$449K -$192K -10,029 -30%
Deutsche Bank
199
Deutsche Bank
Germany
$444K +$329K +17,158 +288%
APWA
200
Atlas Private Wealth Advisors
New Jersey
$441K -$117K -6,111 -21%