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First Trust Preferred Securities and Income ETF

233 hedge funds and large institutions have $1.35B invested in First Trust Preferred Securities and Income ETF in 2018 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 59 increasing their positions, 81 reducing their positions, and 34 closing their positions.

Holders
233
Holders Change
+28
Holders Change %
+13.66%
% of All Funds
5.2%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.38%
New
65
Increased
59
Reduced
81
Closed
34
Calls
$332K
Puts
Net Calls
+$332K
Net Calls Change
+$332K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$367M 20,444,854 -5,410,572 -21%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$184M 10,240,765 +133,192 +1%
UBS Group
3
UBS Group
Switzerland
$104M 5,821,329 -1,183,325 -17%
Bank of America
4
Bank of America
North Carolina
$69.3M 3,860,562 -1,322,298 -26%
LPL Financial
5
LPL Financial
California
$46.2M 2,574,317 -876,546 -25%
TNBTD
6
Trustmark National Bank Trust Department
Mississippi
$29.3M 1,633,528 +403,886 +33%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$28.9M 1,607,337 -44,543 -3%
HWA
8
HCR Wealth Advisors
California
$22.4M 1,245,281 -14,045 -1%
MAP
9
Milestone Advisory Partners
North Carolina
$20.9M 1,170,510 +1,170,510 New
HighTower Advisors
10
HighTower Advisors
Illinois
$18.4M 1,024,060 -30,340 -3%
FAM
11
Flaharty Asset Management
Florida
$16.6M 922,785 -130,618 -12%
WI
12
WBI Investments
New Jersey
$16.6M 922,809 +922,809 New
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$14.8M 822,888 -657,074 -44%
SFWA
14
Summit Financial Wealth Advisors
Louisiana
$14.3M 798,644 -19,775 -2%
RJA
15
Raymond James & Associates
Florida
$13.9M 774,549 -558,938 -42%
BFG
16
Beacon Financial Group
Texas
$12.5M 701,018 +681,795 +3,547%
AAP
17
Arax Advisory Partners
Colorado
$12.3M 685,692 +56,833 +9%
AG
18
Advisor Group
Arizona
$10.8M 601,968 +42,425 +8%
BTS
19
BB&T Securities
Virginia
$10.6M 592,299 -37,582 -6%
LFAS
20
Level Four Advisory Services
Texas
$10.6M 589,039 +76,604 +15%
Stifel Financial
21
Stifel Financial
Missouri
$10.1M 564,041 +32,913 +6%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$10.1M 559,891 +355,139 +173%
JIP
23
Jaffetilchin Investment Partners
Florida
$9.61M 535,248 +535,248 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$9.34M 520,152 -46,746 -8%
First Trust Advisors
25
First Trust Advisors
Illinois
$9.33M 519,691 -1,555 -0.3%