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First Trust Preferred Securities and Income ETF

287 hedge funds and large institutions have $2.83B invested in First Trust Preferred Securities and Income ETF in 2020 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 127 increasing their positions, 90 reducing their positions, and 44 closing their positions.

Holders
287
Holders Change
-16
Holders Change %
-5.28%
% of All Funds
5.81%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.4%
New
30
Increased
127
Reduced
90
Closed
44
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
+$3K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$846M 44,107,878 +806,581 +2%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$271M 14,118,720 +769,884 +6%
UBS Group
3
UBS Group
Switzerland
$185M 9,633,080 -510,550 -5%
Bank of America
4
Bank of America
North Carolina
$137M 7,136,141 +102,007 +1%
LPL Financial
5
LPL Financial
California
$99.1M 5,167,563 -2,997 -0.1%
GC
6
Grimes & Company
Massachusetts
$77.5M 4,041,598 +433,883 +12%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$71.9M 3,750,160 +368,949 +11%
EVM
8
Eaton Vance Management
Massachusetts
$48.6M 2,533,012 +836,000 +49%
TNBTD
9
Trustmark National Bank Trust Department
Mississippi
$40.5M 2,112,478 -34,994 -2%
RJA
10
Raymond James & Associates
Florida
$38.4M 2,002,443 -19,763 -1%
Osaic Holdings
11
Osaic Holdings
Arizona
$36.4M 1,900,483 +349,980 +23%
Truist Financial
12
Truist Financial
North Carolina
$36.2M 1,887,451 +229,422 +14%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$30.3M 1,581,279 +44,311 +3%
MMA
14
Miracle Mile Advisors
California
$28.9M 1,506,242 +220,995 +17%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$26.7M 1,391,751 -114,462 -8%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$26.6M 1,386,305 -11,192 -0.8%
PNC
17
Park National Corp
Ohio
$26.4M 1,378,743 +170,025 +14%
SFWA
18
Summit Financial Wealth Advisors
Louisiana
$25.1M 1,308,562 -14,871 -1%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$24.4M 1,273,136 -4,950 -0.4%
CTB
20
Country Trust Bank
Illinois
$24.2M 1,263,558 +35,856 +3%
CCA
21
Clearwater Capital Advisors
Illinois
$23.8M 1,243,681 +121,291 +11%
FAM
22
Flaharty Asset Management
Florida
$23M 1,200,847 +82,760 +7%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$22.7M 1,100,511
Qube Research & Technologies (QRT)
24
Qube Research & Technologies (QRT)
United Kingdom
$21.9M 1,141,705 -259,941 -19%
Stifel Financial
25
Stifel Financial
Missouri
$21.2M 1,104,439 -99,631 -8%