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First Trust Preferred Securities and Income ETF
FPE

Overview Fund Activity

411 hedge funds and large institutions have $3.51B invested in First Trust Preferred Securities and Income ETF in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 175 increasing their positions, 135 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
+8
Holders Change %
+1.99%
% of All Funds
5.94%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.25%
New
47
Increased
175
Reduced
135
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$29.4M
2
Wells Fargo
Wells Fargo
California
+$19.4M
3
LPL Financial
LPL Financial
California
+$18.7M
4
Ameriprise
Ameriprise
Minnesota
+$15.9M
5
SPIA
Steward Partners Investment Advisory
New York
+$14.5M

Top Sellers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$19.8M
2
UBS Group
UBS Group
Switzerland
-$18.5M
3
AA
Advisory Alpha
Michigan
-$9.58M
4
TLP
Trinity Legacy Partners
Texas
-$8.09M
5
SAM
Synergy Asset Management
Washington
-$6.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
APW
251
Aurora Private Wealth
New Jersey
$428K +$124K +6,853 +41%
PTP
252
Platform Technology Partners
New York
$425K -$1.43K -79 -0.3%
PWA
253
PCG Wealth Advisors
Kansas
$423K +$16.6K +917 +4%
O3W
254
Omni 360 Wealth
New Jersey
$419K -$27.3K -1,509 -6%
BIA
255
Barry Investment Advisors
Massachusetts
$416K +$3.58K +198 +0.9%
LI
256
LVZ Inc
Michigan
$416K -$81.8K -4,522 -16%
SCM
257
Schnieders Capital Management
California
$409K – – –
TF
258
Tudor Financial
Ohio
$407K +$407K +22,498 New
DF
259
Dunhill Financial
United Kingdom
$402K -$165K -9,133 -29%
FTCM
260
First Trust Capital Management
Illinois
$402K – – –
PNC Financial Services Group
261
PNC Financial Services Group
Pennsylvania
$400K -$37.4K -2,066 -9%
FPWM
262
FSB Premier Wealth Management
Iowa
$399K +$1.25K +69 +0.3%
SDAM
263
Shulman DeMeo Asset Management
New York
$395K – – –
DWP
264
Daymark Wealth Partners
Ohio
$392K +$392K +21,676 New
TPWA
265
TRUE Private Wealth Advisors
Oregon
$379K +$36.2K +2,000 +11%
WAP
266
Wealthcare Advisory Partners
Pennsylvania
$374K +$374K +20,674 New
BAM
267
Belpointe Asset Management
Nevada
$363K +$363K +20,075 New
PWS
268
Proactive Wealth Strategies
Georgia
$362K +$362K +20,024 New
RFWA
269
RPg Family Wealth Advisory
Massachusetts
$361K -$7.96K -440 -2%
EGA
270
E&G Advisors
Texas
$360K -$1.81K -100 -0.5%
CAMG
271
CWA Asset Management Group
Florida
$360K +$360K +19,890 New
SWM
272
SeaCrest Wealth Management
New York
$349K +$35.3K +1,950 +11%
EWM
273
EPG Wealth Management
Georgia
$347K +$347K +19,144 New
QP
274
Quartz Partners
New York
$345K +$345K +19,080 New
TT
275
TI-Trust
Illinois
$344K +$16.3K +898 +5%
9 10
11
12 13