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First Trust Preferred Securities and Income ETF
FPE

Overview Fund Activity

404 hedge funds and large institutions have $3.7B invested in First Trust Preferred Securities and Income ETF in 2022 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 109 increasing their positions, 192 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
-16
Holders Change %
-3.81%
% of All Funds
6.83%
Holding in Top 10
28
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-22.22%
% of All Funds
0.47%
New
44
Increased
109
Reduced
192
Closed
56
Calls
$291K
Puts
$174K
Net Calls
+$117K
Net Calls Change
-$2.56M

Top Buyers

1
SWM
Southern Wealth Management
Texas
$22.3M
2
SA
Stonebridge Advisors
Connecticut
$30.6M
3
BFG
Bouchey Financial Group
New York
$12.4M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$84.6M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$352M

Top Sellers

1
GI
Gradient Investments
Minnesota
$266K
2
Morgan Stanley
Morgan Stanley
New York
$981M
3
UBS Group
UBS Group
Switzerland
$214M
4
SFI
SPC Financial Inc
Maryland
$2.1M
5
HI
Horizon Investments
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
226
Clarus Wealth Advisors
Arizona
$604K -$2.8K -161 -0.5%
FAIM
227
Financial Advocates Investment Management
Washington
$603K -$157K -9,123 -21%
AFAS
228
Acorn Financial Advisory Services
Virginia
$597K +$46.9K +2,725 +9%
CRI
229
Colonial River Investments
Virginia
$595K -$113K -6,538 -16%
BF
230
BOK Financial
Oklahoma
$584K -$6.62K -384 -1%
Creative Planning
231
Creative Planning
Kansas
$583K +$77.7K +4,514 +15%
MP
232
McDonald Partners
Ohio
$580K – – –
RFWA
233
RPg Family Wealth Advisory
Massachusetts
$561K +$123K +7,135 +28%
CAN
234
Claraphi Advisory Network
United States
$560K -$20.7K -1,199 -4%
RCA
235
Reitz Capital Advisors
Michigan
$550K -$3.51M -203,384 -86%
AWAG
236
ARS Wealth Advisors Group
Florida
$535K +$535K +31,038 New
TFS
237
Thoroughbred Financial Services
Tennessee
$530K -$26.2K -1,520 -5%
KCFA
238
Key Client Fiduciary Advisors
New Jersey
$517K -$228K -13,216 -31%
PWP
239
Principle Wealth Partners
Connecticut
$513K -$276K -16,005 -35%
Mirae Asset Global Investments
240
Mirae Asset Global Investments
South Korea
$507K – – –
CFS
241
CRA Financial Services
New Jersey
$500K -$17.2K -1,000 -3%
ACA
242
Aptus Capital Advisors
Alabama
$499K +$17.2K +1,000 +4%
MPCG
243
Matrix Private Capital Group
New York
$497K – – –
GWANC
244
Guardian Wealth Advisors (North Carolina)
North Carolina
$497K +$17.2K +1,000 +4%
JCM
245
Jacobi Capital Management
Pennsylvania
$494K -$3.55K -206 -0.7%
OWA
246
Octavia Wealth Advisors
Ohio
$479K -$6.64M -385,039 -93%
NFG
247
Nations Financial Group
Iowa
$471K +$178K +10,307 +61%
JWCA
248
J.W. Cole Advisors
Florida
$450K -$66.6K -3,866 -13%
PTP
249
Platform Technology Partners
New York
$450K +$8.61K +500 +2%
FTCM
250
First Trust Capital Management
Illinois
$445K -$359K -20,812 -45%
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