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First Trust Preferred Securities and Income ETF

304 hedge funds and large institutions have $2.47B invested in First Trust Preferred Securities and Income ETF in 2019 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 150 increasing their positions, 51 reducing their positions, and 22 closing their positions.

Holders
304
Holders Change
+43
Holders Change %
+16.48%
% of All Funds
6%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.45%
New
68
Increased
150
Reduced
51
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$628M 31,293,043 +4,211,223 +16%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$250M 12,437,667 +89,487 +0.7%
UBS Group
3
UBS Group
Switzerland
$189M 9,409,790 +1,289,394 +16%
Bank of America
4
Bank of America
North Carolina
$159M 7,937,270 +855,470 +12%
LPL Financial
5
LPL Financial
California
$87.2M 4,345,054 +655,441 +18%
EVM
6
Eaton Vance Management
Massachusetts
$87.2M 4,344,046 -946,535 -18%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$59.9M 2,982,753 +316,650 +12%
TNBTD
8
Trustmark National Bank Trust Department
Mississippi
$55.2M 2,750,765 +34,342 +1%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$41.5M 2,066,736 +743,893 +56%
RJA
10
Raymond James & Associates
Florida
$37.1M 1,846,869 +195,525 +12%
MAP
11
Milestone Advisory Partners
North Carolina
$29.2M 1,454,492 +48,670 +3%
Truist Financial
12
Truist Financial
North Carolina
$25.3M 1,260,315 +1,260,315 New
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$22.7M 1,100,511
FAM
14
Flaharty Asset Management
Florida
$21.4M 1,064,054 +49,047 +5%
Stifel Financial
15
Stifel Financial
Missouri
$21.3M 1,063,184 +53,776 +5%
TC
16
Trilogy Capital
California
$19.3M 954,589 -191,258 -17%
PNC
17
Park National Corp
Ohio
$19.1M 949,494 +294,359 +45%
AG
18
Advisor Group
Arizona
$19M 947,420 +165,972 +21%
SFWA
19
Summit Financial Wealth Advisors
Louisiana
$18.7M 925,639 +19,194 +2%
BFG
20
Beacon Financial Group
Texas
$18.7M 931,044 +16,013 +2%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$16.4M 817,496 +53,783 +7%
AAP
22
Arax Advisory Partners
Colorado
$16M 795,664 +4,228 +0.5%
Qube Research & Technologies (QRT)
23
Qube Research & Technologies (QRT)
United Kingdom
$15.6M 778,789 +778,789 New
CTB
24
Country Trust Bank
Illinois
$14.9M 743,455 +101,895 +16%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$14.6M 726,534 +113,869 +19%