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First Trust Preferred Securities and Income ETF

261 hedge funds and large institutions have $2.14B invested in First Trust Preferred Securities and Income ETF in 2019 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 141 increasing their positions, 50 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
+17
Holders Change %
+6.97%
% of All Funds
5.73%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.46%
New
37
Increased
141
Reduced
50
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CWA
201
Clarus Wealth Advisors
Arizona
$282K +$24.2K +1,230 +9%
SWM
202
Sequoia Wealth Management
Illinois
$277K +$23.9K +1,217 +9%
NS
203
NewDay Solutions
New Hampshire
$270K -$3.5M -175,974 -93%
CFG
204
Cooper Financial Group
California
$264K +$264K +13,396 New
WDA
205
Wendell David Associates
New Hampshire
$256K
AWS
206
AJ Wealth Strategies
New York
$256K
HCM
207
Hudson Capital Management
New Jersey
$232K -$187K -9,458 -45%
KFGK
208
Keystone Financial Group (Kentucky)
Kentucky
$221K +$221K +11,185 New
IWC
209
Integrated Wealth Concepts
Massachusetts
$219K +$11.2K +569 +5%
EIA
210
Eldridge Investment Advisors
New Hampshire
$218K +$218K +11,025 New
MIM
211
Moseley Investment Management
Florida
$217K +$8.83K +448 +4%
FWM
212
Foresight Wealth Management
Utah
$211K -$10.4K -525 -5%
SS
213
Sunbelt Securities
Texas
$201K +$201K +10,185 New
MCM
214
Mengis Capital Management
Oregon
$200K +$1.58K +80 +0.8%
SAM
215
SignalPoint Asset Management
Missouri
$199K +$199K +10,108 New
HI
216
Hudock Inc
Pennsylvania
$196K +$196K +9,958 New
CAL
217
Capital Advisors Ltd
Ohio
$194K
AAM
218
Advisors Asset Management
Colorado
$191K +$75K +3,808 +65%
PB
219
Pinnacle Bancorp
Nebraska
$151K +$257 +13 +0.2%
IWA
220
Intercontinental Wealth Advisors
Texas
$145K
SFS
221
Sowell Financial Services
Arkansas
$144K +$144K +7,304 New
MRCM
222
M&R Capital Management
New Jersey
$143K +$354 +18 +0.2%
SCA
223
Stonebridge Capital Advisors
Minnesota
$120K +$120K +6,089 New
RIA
224
Realta Investment Advisors
Delaware
$115K +$332 +17 +0.3%
CCM
225
Covington Capital Management
California
$103K +$103K +5,214 New