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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 %
MRCM
201
M&R Capital Management
New Jersey
$431K +$4.19K +219 +1%
SDAM
202
Shulman DeMeo Asset Management
New York
$419K
IA
203
IFP Advisors
Florida
$417K +$17.6K +920 +4%
QAM
204
QCI Asset Management
New York
$413K -$63.3K -3,305 -13%
CA
205
Claro Advisors
Massachusetts
$404K +$67.3K +3,506 +20%
MOS
206
MGO One Seven
Ohio
$388K -$58.7K -3,061 -13%
BAM
207
Belpointe Asset Management
Nevada
$388K +$27.7K +1,445 +8%
ODCM
208
Old Dominion Capital Management
Virginia
$385K
WIA
209
Wealthstreet Investment Advisors
Texas
$383K +$192K +10,000 +100%
PWP
210
Principle Wealth Partners
Connecticut
$356K -$57.5K -3,000 -14%
CFG
211
Cooper Financial Group
California
$352K -$8.75K -456 -2%
IWA
212
IBEX Wealth Advisors
New Jersey
$351K +$1.82K +95 +0.5%
VAS
213
Vestmark Advisory Solutions
Massachusetts
$333K +$333K +17,349 New
SVWAG
214
Sound View Wealth Advisors Group
Georgia
$332K -$28.5K -1,490 -8%
T
215
TRUADVICE
Florida
$325K +$325K +16,792 New
SFP
216
Strategic Financial Partners
Oregon
$308K +$100K +5,212 +48%
VCM
217
Vivaldi Capital Management
Illinois
$296K
EWM
218
EPG Wealth Management
Georgia
$293K -$210K -10,989 -42%
SCI
219
Stableford Capital II
Arizona
$293K -$96.8K -5,054 -25%
KOMWMG
220
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$292K +$3.63K +189 +1%
FPGK
221
Financial Partners Group (Kansas)
Kansas
$288K +$288K +15,008 New
Neuberger Berman Group
222
Neuberger Berman Group
New York
$286K
IWC
223
Integrated Wealth Concepts
Massachusetts
$284K -$1.46K -76 -0.5%
Mercer Global Advisors
224
Mercer Global Advisors
Colorado
$274K +$274K +14,289 New
CCM
225
Chiron Capital Management
Florida
$264K +$264K +13,778 New