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First Trust Preferred Securities and Income ETF
FPE

Overview Fund Activity

420 hedge funds and large institutions have $4.53B invested in First Trust Preferred Securities and Income ETF in 2022 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 151 increasing their positions, 151 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
+15
Holders Change %
+3.7%
% of All Funds
6.65%
Holding in Top 10
36
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.7%
% of All Funds
0.57%
New
59
Increased
151
Reduced
151
Closed
40
Calls
$2.67M
Puts
$1K
Net Calls
+$2.67M
Net Calls Change
+$2.67M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$35.9M
2
Morgan Stanley
Morgan Stanley
New York
+$28.2M
3
Jane Street
Jane Street
New York
+$26.3M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$22.9M
5
HI
Horizon Investments
North Carolina
+$18.3M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$34M
2
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$26.1M
3
SWM
Southern Wealth Management
Texas
-$20.8M
4
UBS Group
UBS Group
Switzerland
-$12.4M
5
KCM
Karp Capital Management
California
-$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
226
Whittier Trust
California
$927K +$777K +40,834 +517%
BCM
227
Breiter Capital Management
Florida
$899K +$85.7K +4,507 +11%
OA
228
Oxbow Advisors
Texas
$894K -$41.8K -2,195 -4%
FTCM
229
First Trust Capital Management
Illinois
$887K -$66.3K -3,485 -7%
AAMA
230
Advanced Asset Management Advisors
Ohio
$875K – – –
PWP
231
Principle Wealth Partners
Connecticut
$871K -$179K -9,414 -17%
JWBC
232
J.W. Burns & Co
New York
$852K -$118K -6,180 -12%
CFD
233
Creative Financial Designs
Indiana
$851K +$67.4K +3,546 +9%
MA
234
MJP Associates
Connecticut
$849K -$109K -5,725 -11%
FAIM
235
Financial Advocates Investment Management
Washington
$839K +$3.12K +164 +0.4%
WWM
236
Wagner Wealth Management
South Carolina
$833K +$23K +1,207 +3%
AF
237
Advisornet Financial
Minnesota
$828K -$1.18M -62,018 -59%
PPA
238
Parametric Portfolio Associates
Washington
$825K -$55.4K -2,913 -6%
KCFA
239
Key Client Fiduciary Advisors
New Jersey
$822K +$483K +25,403 +142%
AWM
240
Axxcess Wealth Management
California
$811K +$145K +7,618 +22%
CCG
241
Coastwise Capital Group
California
$805K +$805K +42,327 New
Qube Research & Technologies (QRT)
242
Qube Research & Technologies (QRT)
United Kingdom
$801K -$2.52M -132,595 -76%
FHA
243
Flagship Harbor Advisors
Massachusetts
$799K +$542K +28,505 +211%
CRI
244
Colonial River Investments
Virginia
$781K -$310K -16,309 -28%
NWA
245
Navis Wealth Advisors
New York
$761K – – –
BCP
246
Blackhawk Capital Partners
Wisconsin
$757K -$1.62M -84,899 -68%
MHS
247
M Holdings Securities
Oregon
$733K +$733K +38,546 New
RJT
248
Raymond James Trust
Florida
$728K -$310K -16,323 -30%
AWA
249
ARQ Wealth Advisors
Arizona
$720K +$109K +5,730 +18%
Bank of New York Mellon
250
Bank of New York Mellon
New York
$696K +$116K +6,095 +20%
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