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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 %
HWM
251
Holloway Wealth Management
Florida
$693K -$1.76M – –
RIA
252
Realta Investment Advisors
Delaware
$679K +$43.5K +2,289 +7%
CWA
253
Clarus Wealth Advisors
Arizona
$654K +$113K +6,054 +21%
First Trust Advisors
254
First Trust Advisors
Illinois
$653K -$6.93M -364,757 -91%
BF
255
BOK Financial
Oklahoma
$651K +$5.38K +283 +0.8%
CAN
256
Claraphi Advisory Network
United States
$641K +$641K +33,697 New
MP
257
McDonald Partners
Ohio
$640K +$640K +33,659 New
TFS
258
Thoroughbred Financial Services
Tennessee
$614K +$437 +23 +0.1%
AFAS
259
Acorn Financial Advisory Services
Virginia
$607K +$28.5K +1,500 +5%
CFS
260
CRA Financial Services
New Jersey
$571K -$7.61K -400 -1%
JWCA
261
J.W. Cole Advisors
Florida
$571K +$151K +7,912 +36%
HW
262
Hamilton Wealth
California
$561K +$561K +29,510 New
KCM
263
Karp Capital Management
California
$560K -$11.1M -581,690 -95%
Mirae Asset Global Investments
264
Mirae Asset Global Investments
South Korea
$559K -$776K -40,794 -58%
Creative Planning
265
Creative Planning
Kansas
$558K -$14.9K -785 -3%
MWA
266
Meridian Wealth Advisors
Texas
$558K +$5.99K +315 +1%
MPCG
267
Matrix Private Capital Group
New York
$549K – – –
JCM
268
Jacobi Capital Management
Pennsylvania
$549K +$17.1K +897 +3%
USCWA
269
U.S. Capital Wealth Advisors
Texas
$531K +$531K +27,915 New
ACA
270
Aptus Capital Advisors
Alabama
$531K +$531K +27,944 New
GWANC
271
Guardian Wealth Advisors (North Carolina)
North Carolina
$530K – – –
BZWA
272
Blue Zone Wealth Advisors
California
$525K +$1.18K +62 +0.2%
LSA
273
Lansing Street Advisors
Pennsylvania
$525K +$525K +27,818 New
VCM
274
Vivaldi Capital Management
Illinois
$522K +$8.94K +500 +2%
TFA
275
Tranquilli Financial Advisor
New Jersey
$502K +$502K +26,377 New
9 10
11
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