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First Trust Preferred Securities and Income ETF

233 hedge funds and large institutions have $1.51B invested in First Trust Preferred Securities and Income ETF in 2019 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 99 increasing their positions, 56 reducing their positions, and 34 closing their positions.

Holders
233
Holders Change
Holders Change %
0%
% of All Funds
5.05%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.33%
New
38
Increased
99
Reduced
56
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$406M 21,286,496 +841,642 +4%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$210M 10,994,119 +753,354 +7%
UBS Group
3
UBS Group
Switzerland
$112M 5,880,565 +59,236 +1%
Bank of America
4
Bank of America
North Carolina
$80.9M 4,246,481 +385,919 +10%
LPL Financial
5
LPL Financial
California
$54.2M 2,846,078 +271,761 +11%
TNBTD
6
Trustmark National Bank Trust Department
Mississippi
$47.1M 2,473,032 +839,504 +51%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$43.9M 2,302,311 +694,974 +43%
MAP
8
Milestone Advisory Partners
North Carolina
$23.1M 1,209,539 +39,029 +3%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$22.7M 1,100,511 +1,039,703 +1,710%
RJA
10
Raymond James & Associates
Florida
$21.3M 1,115,953 +341,404 +44%
HighTower Advisors
11
HighTower Advisors
Illinois
$18.8M 984,225 -39,835 -4%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$17.6M 923,049 +100,161 +12%
FAM
13
Flaharty Asset Management
Florida
$17.6M 921,522 -1,263 -0.1%
SFWA
14
Summit Financial Wealth Advisors
Louisiana
$16.2M 845,259 +46,615 +6%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$14.6M 763,651 +243,499 +47%
Stifel Financial
16
Stifel Financial
Missouri
$14M 734,248 +170,207 +30%
AG
17
Advisor Group
Arizona
$13.8M 724,734 +122,766 +20%
JIP
18
Jaffetilchin Investment Partners
Florida
$13.8M 723,999 +188,751 +35%
LFAS
19
Level Four Advisory Services
Texas
$12.5M 658,296 +69,257 +12%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$11.4M 595,957 +36,066 +6%
HWA
21
HCR Wealth Advisors
California
$11.3M 590,410 -654,871 -53%
First Trust Advisors
22
First Trust Advisors
Illinois
$11.1M 581,036 +61,345 +12%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$10.7M 561,670 +42,671 +8%
TC
24
Trilogy Capital
California
$10.5M 551,342 +272,960 +98%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$10.5M 548,911 +71,314 +15%