FPE icon

First Trust Preferred Securities and Income ETF

403 hedge funds and large institutions have $3.26B invested in First Trust Preferred Securities and Income ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 163 increasing their positions, 139 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
+1
Holders Change %
+0.25%
% of All Funds
5.84%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
44
Increased
163
Reduced
139
Closed
38
Calls
$35K
Puts
$348K
Net Calls
-$313K
Net Calls Change
-$157K
Name Holding Trade Value Shares
Change
Shares
Change %
SFG
251
Summit Financial Group
West Virginia
$428K
O3W
252
Omni 360 Wealth
New Jersey
$427K -$40.9K -2,362 -9%
AWM
253
Apollon Wealth Management
South Carolina
$419K -$86.6K -4,998 -17%
LMKC
254
L.M. Kohn & Company
Ohio
$413K +$52 +3 +0%
FPWM
255
FSB Premier Wealth Management
Iowa
$399K -$46.9K -2,708 -11%
Mirae Asset Global Investments
256
Mirae Asset Global Investments
South Korea
$393K
SCM
257
Schnieders Capital Management
California
$391K -$14.7K -850 -4%
RWM
258
Ritholtz Wealth Management
New York
$389K +$40.2K +2,319 +12%
PWA
259
PCG Wealth Advisors
Kansas
$386K +$7.71K +445 +2%
FTCM
260
First Trust Capital Management
Illinois
$385K
SDAM
261
Shulman DeMeo Asset Management
New York
$378K
BIA
262
Barry Investment Advisors
Massachusetts
$378K +$2.27K +131 +0.6%
Ameriprise
263
Ameriprise
Minnesota
$375K +$4.4K +254 +1%
FFN
264
Focus Financial Network
Minnesota
$373K +$6.69K +393 +2%
PEA
265
Park Edge Advisors
Ohio
$366K +$4.21K +243 +1%
AP
266
Americana Partners
Texas
$364K +$1.59K +92 +0.4%
EGA
267
E&G Advisors
Texas
$346K
CA
268
Claro Advisors
Massachusetts
$345K -$55.1K -3,182 -14%
EA
269
Everpar Advisors
Oklahoma
$341K -$199K -11,466 -37%
D
270
Diversified
Delaware
$341K +$138K +7,940 +68%
RIA
271
Realta Investment Advisors
Delaware
$340K +$1.09K +63 +0.3%
KWM
272
Keating Wealth Management
Colorado
$332K
Envestnet Portfolio Solutions
273
Envestnet Portfolio Solutions
Illinois
$330K +$330K +19,076 New
RW
274
RVW Wealth
California
$330K
1W
275
1776 Wealth
Georgia
$328K