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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
+$14.7M
2
SA
Stonebridge Advisors
Connecticut
+$13.5M
3
BFG
Bouchey Financial Group
New York
+$12.4M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$12.2M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$8.76M

Top Sellers

1
GI
Gradient Investments
Minnesota
-$69.2M
2
Morgan Stanley
Morgan Stanley
New York
-$59.5M
3
UBS Group
UBS Group
Switzerland
-$33.4M
4
SFI
SPC Financial Inc
Maryland
-$19.9M
5
HI
Horizon Investments
North Carolina
-$18.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BZWA
251
Blue Zone Wealth Advisors
California
$442K -$33.5K -1,945 -7%
BAAM
252
Baker Avenue Asset Management
California
$442K – – –
FPWM
253
FSB Premier Wealth Management
Iowa
$438K +$8.1K +471 +2%
PWS
254
Peterson Wealth Services
Utah
$435K -$559K -32,416 -56%
SFG
255
Summit Financial Group
West Virginia
$435K +$3.67K +213 +0.9%
LSA
256
Lansing Street Advisors
Pennsylvania
$434K -$45.7K -2,651 -10%
RIA
257
Realta Investment Advisors
Delaware
$430K -$187K -10,813 -30%
SW
258
SteelPeak Wealth
California
$424K -$627K -36,391 -60%
AWA
259
Acorn Wealth Advisors
Michigan
$412K +$412K +23,937 New
MA
260
Mezzasalma Advisors
New Jersey
$411K – – –
ARC
261
Advisor Resource Council
Texas
$409K +$409K +23,729 New
LSA
262
Lion Street Advisors
Texas
$401K -$84.2K -4,096 -17%
WPC
263
Wedmont Private Capital
Pennsylvania
$400K – – –
SFP
264
Strategic Financial Partners
Oregon
$398K -$3.31K -192 -0.8%
TSS
265
Two Sigma Securities
New York
$389K +$389K +22,573 New
CCB
266
Cutter & Co Brokerage
Missouri
$388K -$3.64K -211 -0.9%
SOS
267
Silver Oak Securities
Tennessee
$382K +$20.8K +1,174 +6%
LMKC
268
L.M. Kohn & Company
Ohio
$376K -$11.3K -656 -3%
CCP
269
Corient Capital Partners
California
$376K – – –
SDAM
270
Shulman DeMeo Asset Management
New York
$376K – – –
OCM
271
Objective Capital Management
Ohio
$370K -$55.1K -3,200 -13%
BCI
272
Brinker Capital Investments
Pennsylvania
$363K +$169K +9,841 +88%
Cerity Partners
273
Cerity Partners
New York
$357K +$357K +20,695 New
DHFB
274
Dixon Hubard Feinour & Brown
Virginia
$346K – – –
CSPIA
275
Cary Street Partners Investment Advisory
Virginia
$346K +$346K +20,097 New
9 10
11
12 13