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First Trust Preferred Securities and Income ETF

303 hedge funds and large institutions have $2.59B invested in First Trust Preferred Securities and Income ETF in 2020 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 113 increasing their positions, 102 reducing their positions, and 39 closing their positions.

Holders
303
Holders Change
+4
Holders Change %
+1.34%
% of All Funds
6.23%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.43%
New
46
Increased
113
Reduced
102
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$798M 43,301,297 +473,218 +1%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$246M 13,348,836 +136,099 +1%
UBS Group
3
UBS Group
Switzerland
$187M 10,143,630 +530,532 +6%
Bank of America
4
Bank of America
North Carolina
$130M 7,034,134 -236,118 -3%
LPL Financial
5
LPL Financial
California
$95.2M 5,170,560 +141,101 +3%
GC
6
Grimes & Company
Massachusetts
$66.5M 3,607,715 +3,607,715 New
RJFSA
7
Raymond James Financial Services Advisors
Florida
$62.3M 3,381,211 +3,381,211 New
TNBTD
8
Trustmark National Bank Trust Department
Mississippi
$39.6M 2,147,472 -39,617 -2%
RJA
9
Raymond James & Associates
Florida
$37.2M 2,022,206 +332,127 +20%
EVM
10
Eaton Vance Management
Massachusetts
$31.3M 1,697,012 -2,103,034 -55%
Truist Financial
11
Truist Financial
North Carolina
$30.5M 1,658,029 +94,564 +6%
Osaic Holdings
12
Osaic Holdings
Arizona
$28.6M 1,550,503 -234,812 -13%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$28.3M 1,536,968 +307,049 +25%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$27.7M 1,506,213 -198,713 -12%
Qube Research & Technologies (QRT)
15
Qube Research & Technologies (QRT)
United Kingdom
$25.8M 1,401,646 +321,819 +30%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$25.7M 1,397,497 +1,084 +0.1%
SFWA
17
Summit Financial Wealth Advisors
Louisiana
$24.6M 1,323,433 +69,886 +6%
MMA
18
Miracle Mile Advisors
California
$23.7M 1,285,247 +168,326 +15%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$23.5M 1,278,086 +139,036 +12%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$22.7M 1,100,511
CTB
21
Country Trust Bank
Illinois
$22.6M 1,227,702 +228,223 +23%
PNC
22
Park National Corp
Ohio
$22.3M 1,208,718 +54,043 +5%
Stifel Financial
23
Stifel Financial
Missouri
$22.2M 1,204,070 +95,622 +9%
CCA
24
Clearwater Capital Advisors
Illinois
$20.7M 1,122,390 +534,395 +91%
FAM
25
Flaharty Asset Management
Florida
$20.6M 1,118,087 +54,031 +5%