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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 %
SVWAG
201
Sound View Wealth Advisors Group
Georgia
$447K -$103K -5,139 -19%
MC
202
Moors & Cabot
Massachusetts
$444K +$444K +22,208 New
LWP
203
Legacy Wealth Partners
California
$435K +$435K +21,389 New
CIAS
204
Capital Investment Advisory Services
North Carolina
$432K +$75.3K +3,750 +21%
JWCA
205
J.W. Cole Advisors
Florida
$429K +$429K +21,387 New
BAAM
206
Baker Avenue Asset Management
California
$414K
Northwestern Mutual Wealth Management
207
Northwestern Mutual Wealth Management
Wisconsin
$413K +$26.7K +1,332 +7%
DADC
208
D.A. Davidson & Co
Montana
$399K +$30.3K +1,509 +8%
WIA
209
World Investment Advisors
California
$387K +$30.6K +1,525 +9%
PFA
210
Plotkin Financial Advisors
Maryland
$366K +$366K +18,227 New
IWA
211
IBEX Wealth Advisors
New Jersey
$364K -$48.2K -2,404 -12%
ISB
212
Iowa State Bank
Iowa
$355K
BAM
213
Belpointe Asset Management
Nevada
$354K -$79.7K -3,974 -18%
SFS
214
Sowell Financial Services
Arkansas
$354K +$207K +10,330 +141%
PP
215
Paloma Partners
Connecticut
$347K +$347K +17,268 New
WP
216
WealthSource Partners
California
$342K -$24.7K -1,233 -7%
KOMWMG
217
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$341K +$341K +16,984 New
MWP
218
MYCIO Wealth Partners
Pennsylvania
$334K +$30.3K +1,512 +10%
QAM
219
QCI Asset Management
New York
$327K -$357K -17,775 -52%
BWA
220
Beam Wealth Advisors
Louisiana
$323K +$323K +16,087 New
CFG
221
Cooper Financial Group
California
$317K +$48.2K +2,401 +18%
LF
222
LifeSteps Financial
California
$314K +$314K +15,664 New
IA
223
IFP Advisors
Florida
$311K -$1.21M -60,533 -80%
JCM
224
Jacobi Capital Management
Pennsylvania
$311K +$3.91K +195 +1%
TI
225
tru Independence
Oregon
$304K +$304K +18,548 New