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First Trust Preferred Securities and Income ETF
FPE

Overview Fund Activity

403 hedge funds and large institutions have $3.24B invested in First Trust Preferred Securities and Income ETF in 2024 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 145 increasing their positions, 156 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
–
Holders Change %
0%
% of All Funds
5.86%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
43
Increased
145
Reduced
156
Closed
36
Calls
–
Puts
$174K
Net Calls
-$174K
Net Calls Change
+$139K

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
+$45.5M
2
AWM
Affinity Wealth Management
Delaware
+$23.4M
3
Ameriprise
Ameriprise
Minnesota
+$8.1M
4
AIP
Ameritas Investment Partners
Nebraska
+$6.6M
5
Wells Fargo
Wells Fargo
California
+$6.5M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$35.4M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$21.1M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$17.4M
4
Renaissance Technologies
Renaissance Technologies
New York
-$14.2M
5
AO
Advisor OS
Illinois
-$8.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
TW
226
TritonPoint Wealth
Maryland
$522K -$236K -13,600 -31%
AA
227
Apriem Advisors
California
$521K -$159K -9,179 -23%
CA
228
Cornerstone Advisory
Maryland
$520K -$7.92K -456 -1%
OMC
229
Old Mission Capital
Illinois
$519K +$519K +29,908 New
CCFM
230
Clear Creek Financial Management
Washington
$518K -$43K -2,479 -8%
KWA
231
Kingswood Wealth Advisors
California
$514K +$204K +11,773 +66%
FHB
232
First Hawaiian Bank
Hawaii
$505K – – –
CA
233
Claro Advisors
Massachusetts
$498K +$153K +8,801 +44%
FFS
234
Founders Financial Securities
Maryland
$492K +$21.4K +1,233 +5%
Mirae Asset Global Investments
235
Mirae Asset Global Investments
South Korea
$481K +$86.5K +4,985 +22%
ACA
236
Aptus Capital Advisors
Alabama
$478K +$5.82K +335 +1%
GWANC
237
Guardian Wealth Advisors (North Carolina)
North Carolina
$478K +$7.26K +418 +2%
LI
238
LVZ Inc
Michigan
$478K -$31.2K -1,799 -6%
SFWA
239
Summit Financial Wealth Advisors
Louisiana
$475K +$3.61K +208 +0.8%
GSIAS
240
Garden State Investment Advisory Services
New Jersey
$457K +$69 +4 +0%
TLA
241
Tanglewood Legacy Advisors
Texas
$440K -$177K -10,220 -29%
QC
242
Quadrature Capital
United Kingdom
$439K +$152K +8,739 +53%
SFA
243
Sequoia Financial Advisors
Ohio
$438K – – –
CAM
244
Cresset Asset Management
Illinois
$437K +$3.59K +207 +0.8%
BHBT
245
Burke & Herbert Bank & Trust
Virginia
$429K +$429K +24,688 New
O3W
246
Omni 360 Wealth
New Jersey
$428K +$503 +29 +0.1%
FFN
247
Focus Financial Network
Minnesota
$427K +$40.2K +2,278 +10%
First Trust Advisors
248
First Trust Advisors
Illinois
$420K -$461K -26,556 -52%
PNC Financial Services Group
249
PNC Financial Services Group
Pennsylvania
$419K -$244K -14,058 -37%
AWM
250
Apollon Wealth Management
South Carolina
$415K -$4.67K -269 -1%
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