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First Trust Preferred Securities and Income ETF

60 hedge funds and large institutions have $333M invested in First Trust Preferred Securities and Income ETF in 2015 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 29 increasing their positions, 8 reducing their positions, and 10 closing their positions.

Holders
60
Holders Change
+8
Holders Change %
+15.38%
% of All Funds
1.58%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
19
Increased
29
Reduced
8
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$118M 6,239,962 +2,565,533 +70%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$41.1M 2,167,123 +345,156 +19%
LPL Financial
3
LPL Financial
California
$36.4M 1,914,145 +1,593,105 +496%
UBS Group
4
UBS Group
Switzerland
$28.6M 1,506,693 +282,890 +23%
BCM
5
Brookstone Capital Management
Illinois
$22.4M 1,183,068 +1,183,068 New
Bank of America
6
Bank of America
North Carolina
$19.7M 1,041,665 +428,608 +70%
TFA
7
Transamerica Financial Advisors
Florida
$5.63M 296,868 +43,298 +17%
RJA
8
Raymond James & Associates
Florida
$5.58M 294,614 +224,037 +317%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$5.12M 270,066 +82,911 +44%
VFS
10
VSR Financial Services
Kansas
$4.92M 259,751 +259,751 New
Stifel Financial
11
Stifel Financial
Missouri
$4.54M 239,601 +195,424 +442%
First Trust Advisors
12
First Trust Advisors
Illinois
$4.01M 211,695 -14,310 -6%
AIG
13
American International Group
New York
$3.64M 191,822 +33,279 +21%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$2.87M 151,601 +151,601 New
RJFSA
15
Raymond James Financial Services Advisors
Florida
$2.45M 129,455 +63,307 +96%
AIM
16
Aspen Investment Management
Michigan
$2.43M 128,334 +75,345 +142%
HFS
17
HL Financial Services
Kentucky
$2.14M 112,955 -5,232 -4%
MFS
18
MSI Financial Services
Massachusetts
$1.8M 95,070 +54,954 +137%
FHC
19
First Heartland Consultants
Missouri
$1.59M 83,717 +51,199 +157%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.57M 82,613 +25,766 +45%
ACM
21
Argentus Capital Management
Texas
$1.45M 76,266 -58,801 -44%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$1.21M 63,800 +38,366 +151%
Wells Fargo
23
Wells Fargo
California
$1.03M 54,269 +54,123 +37,071%
SAM
24
Stringer Asset Management
Tennessee
$1.03M 54,079 +54,079 New
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$1.02M 54,038 +19,230 +55%