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First Trust Preferred Securities and Income ETF
FPE

Overview Fund Activity

440 hedge funds and large institutions have $3.71B invested in First Trust Preferred Securities and Income ETF in 2024 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 187 increasing their positions, 123 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
440
Holders Change
+29
Holders Change %
+7.06%
% of All Funds
5.86%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.25%
New
76
Increased
187
Reduced
123
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SA
Stonebridge Advisors
Connecticut
$40.5M
2
Morgan Stanley
Morgan Stanley
New York
$896M
3
MCM
MAI Capital Management
Ohio
$27.2M
4
LPL Financial
LPL Financial
California
$231M
5
FWP
Falcon Wealth Planning
California
$19.2M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$1.53M
2
Renaissance Technologies
Renaissance Technologies
New York
$0
3
Barclays
Barclays
United Kingdom
$0
4
AO
Advisor OS
Illinois
$1.12M
5
FEG
Financial Enhancement Group
Indiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
226
Geneos Wealth Management
Colorado
$609K +$609K +34,434 New
FHC
227
First Heartland Consultants
Missouri
$595K -$116K -6,538 -16%
1IA
228
1834 Investment Advisors
Wisconsin
$594K – – –
LFAS
229
Level Four Advisory Services
Texas
$587K +$14.1K +799 +2%
OFG
230
Opulen Financial Group
Virginia
$585K +$585K +33,074 New
WIC
231
Woodmont Investment Counsel
Tennessee
$578K +$139K +7,841 +32%
CSP
232
Cary Street Partners
Virginia
$576K +$576K +32,519 New
CCG
233
Coastwise Capital Group
California
$560K -$22.5K -1,273 -4%
GF
234
Gries Financial
Ohio
$548K +$548K +30,977 New
HNB
235
Huntington National Bank
Ohio
$544K -$2.57K – –
TWM
236
TCFG Wealth Management
California
$543K -$14K -789 -3%
CIG
237
Cascade Investment Group
Colorado
$537K -$2.12K -120 -0.4%
WS
238
Wedbush Securities
California
$533K +$124 +7 +0%
Bank of New York Mellon
239
Bank of New York Mellon
New York
$527K +$527K +29,752 New
FHB
240
First Hawaiian Bank
Hawaii
$515K – – –
FFG
241
First Financial Group
North Carolina
$496K +$496K +28,035 New
SFA
242
Sequoia Financial Advisors
Ohio
$496K +$48.3K +2,726 +11%
SAM
243
Secure Asset Management
Michigan
$494K +$26K +1,467 +6%
GLA
244
Good Life Advisors
Pennsylvania
$493K -$52.6K -2,970 -10%
PA
245
PSI Advisors
Florida
$491K -$37.8K -2,135 -7%
MWM
246
MGB Wealth Management
Texas
$478K – – –
BA
247
Ballew Advisors
Mississippi
$474K +$474K +27,050 New
HWM
248
HB Wealth Management
Georgia
$473K +$473K +26,744 New
CCFM
249
Clear Creek Financial Management
Washington
$471K -$37.1K -2,096 -7%
CP
250
Creekside Partners
California
$470K +$133K +7,524 +40%
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