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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 %
PTP
251
Platform Technology Partners
New York
$409K +$409K +23,587 New
PCIA
252
Prime Capital Investment Advisors
Kansas
$408K -$81.5K -4,693 -17%
SAM
253
Secure Asset Management
Michigan
$404K +$404K +23,278 New
BIA
254
Barry Investment Advisors
Massachusetts
$397K +$16.7K +960 +4%
SCM
255
Schnieders Capital Management
California
$392K – – –
PWA
256
PCG Wealth Advisors
Kansas
$390K +$2.66K +153 +0.7%
FTCM
257
First Trust Capital Management
Illinois
$385K – – –
FPWM
258
FSB Premier Wealth Management
Iowa
$381K -$18.7K -1,076 -5%
SDAM
259
Shulman DeMeo Asset Management
New York
$379K – – –
PIA
260
Perennial Investment Advisors
California
$374K +$374K +21,567 New
PEA
261
Park Edge Advisors
Ohio
$370K +$3.19K +184 +0.9%
LMKC
262
L.M. Kohn & Company
Ohio
$369K -$45.1K -2,598 -11%
AWM
263
Atticus Wealth Management
Florida
$360K -$157K -9,051 -30%
RFWA
264
RPg Family Wealth Advisory
Massachusetts
$354K +$51.3K +2,956 +17%
CP
265
Creekside Partners
California
$354K +$354K +20,368 New
EGA
266
E&G Advisors
Texas
$347K – – –
EA
267
Everpar Advisors
Oklahoma
$345K +$2.8K +161 +0.8%
1W
268
1776 Wealth
Georgia
$329K – – –
TPWA
269
TRUE Private Wealth Advisors
Oregon
$329K +$17.1K +983 +5%
EWM
270
EPG Wealth Management
Georgia
$326K -$322K -18,605 Closed
D
271
Diversified
Delaware
$317K -$24.7K -1,425 -7%
SRC
272
Shufro Rose & Co
New York
$316K – – –
CFS
273
Commonwealth Financial Services
West Virginia
$315K -$658K -37,598 -68%
TT
274
TI-Trust
Illinois
$315K +$1.7K +98 +0.5%
CIA
275
Capital Investment Advisors
Georgia
$311K -$148K -8,553 -32%
9 10
11
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