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First Trust Preferred Securities and Income ETF
FPE

Overview Fund Activity

331 hedge funds and large institutions have $3.28B invested in First Trust Preferred Securities and Income ETF in 2020 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 146 increasing their positions, 81 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
+44
Holders Change %
+15.33%
% of All Funds
5.87%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.44%
New
63
Increased
146
Reduced
81
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$75.5M
2
Morgan Stanley
Morgan Stanley
New York
$925M
3
MAP
Milestone Advisory Partners
North Carolina
$16.1M
4
ST
Spinnaker Trust
Maine
$14.6M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$34.6M

Top Sellers

1
TC
Trilogy Capital
California
$0
2
AWE
Avidian Wealth Enterprises
Texas
$0
3
TW
Transform Wealth
Colorado
$788K
4
GIA
Gladstone Institutional Advisory
Florida
$7.2M
5
SWP
Stratos Wealth Partners
Ohio
$8.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
APWA
226
Atlas Private Wealth Advisors
New Jersey
$417K -$48K -2,374 -10%
MOS
227
MGO One Seven
Ohio
$416K +$7.75K +384 +2%
ODCM
228
Old Dominion Capital Management
Virginia
$406K – – –
AWA
229
ARQ Wealth Advisors
Arizona
$406K +$406K +20,095 New
RB
230
Renasant Bank
Mississippi
$405K +$405K +20,035 New
WIA
231
Wealthstreet Investment Advisors
Texas
$404K – – –
TFCP
232
Twin Focus Capital Partners
Massachusetts
$404K +$404K +20,000 New
BB
233
Busey Bank
Illinois
$403K -$97.4K -4,828 -19%
Ameriprise
234
Ameriprise
Minnesota
$390K -$128K -6,344 -25%
JWCA
235
J.W. Cole Advisors
Florida
$381K +$381K +18,867 New
QAM
236
QCI Asset Management
New York
$376K -$58.9K -2,920 -14%
PWP
237
Principle Wealth Partners
Connecticut
$375K – – –
CFG
238
Cooper Financial Group
California
$374K +$3.93K +195 +1%
IWA
239
IBEX Wealth Advisors
New Jersey
$371K +$1.82K +90 +0.5%
T
240
TRUADVICE
Florida
$358K +$20K +991 +6%
SVWAG
241
Sound View Wealth Advisors Group
Georgia
$351K +$647 +32 +0.2%
Mercer Global Advisors
242
Mercer Global Advisors
Colorado
$342K +$53.4K +2,646 +19%
IWC
243
Integrated Wealth Concepts
Massachusetts
$332K +$32.5K +1,611 +11%
MWA
244
Meridian Wealth Advisors
Texas
$330K +$53.2K +2,632 +19%
SFP
245
Strategic Financial Partners
Oregon
$316K -$7.95K -394 -2%
KOMWMG
246
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$311K +$3.64K +180 +1%
SCI
247
Stableford Capital II
Arizona
$309K – – –
RCIM
248
Red Cedar Investment Management
Michigan
$307K -$1.85M -91,647 -86%
PMG
249
ProVise Management Group
Florida
$307K +$307K +15,186 New
PWM
250
PRW Wealth Management
Massachusetts
$303K +$101K +5,000 +50%
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