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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 %
PAG
201
Private Advisory Group
Washington
$336K +$336K +20,478 New
SCI
202
Stableford Capital II
Arizona
$334K +$334K +20,354 New
ODCM
203
Old Dominion Capital Management
Virginia
$330K +$330K +20,097 New
RSWM
204
Robertson Stephens Wealth Management
California
$324K +$324K +19,778 New
ISB
205
Iowa State Bank
Iowa
$317K +$26.6K +1,620 +9%
LF
206
LifeSteps Financial
California
$313K +$56.1K +3,424 +22%
SVWAG
207
Sound View Wealth Advisors Group
Georgia
$311K -$53.9K -3,291 -15%
MOS
208
MGO One Seven
Ohio
$311K +$111K +6,778 +55%
AWA
209
ARQ Wealth Advisors
Arizona
$307K +$307K +18,696 New
WIA
210
World Investment Advisors
California
$298K -$18K -1,099 -6%
SFS
211
Sowell Financial Services
Arkansas
$297K +$8.19K +500 +3%
IWA
212
IBEX Wealth Advisors
New Jersey
$295K -$1.55K -95 -0.5%
BAM
213
Belpointe Asset Management
Nevada
$294K +$4.22K +257 +1%
CF
214
Centaurus Financial
California
$286K +$194K +11,868 +212%
MWA
215
MFA Wealth Advisors
Pennsylvania
$274K -$2.2M -144,054 -89%
MFG
216
Merit Financial Group
Georgia
$266K -$192K -11,688 -42%
AW
217
ACG Wealth
Georgia
$266K +$34.6K +2,109 +15%
IWC
218
Integrated Wealth Concepts
Massachusetts
$264K +$88.4K +5,379 +50%
FHA
219
Flagship Harbor Advisors
Massachusetts
$257K -$318K -19,437 -55%
AAM
220
Advisors Asset Management
Colorado
$257K +$32.5K +1,986 +14%
QAM
221
QCI Asset Management
New York
$252K -$14.9K -910 -6%
LWAC
222
Laurel Wealth Advisors (California)
California
$248K -$622K -38,036 -71%
VCM
223
Vivaldi Capital Management
Illinois
$246K -$9.28M -565,573 -97%
KOMWMG
224
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$243K -$35.6K -2,169 -13%
CA
225
Claro Advisors
Massachusetts
$237K +$41K +2,500 +21%