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First Trust Preferred Securities and Income ETF
FPE

Overview Fund Activity

331 hedge funds and large institutions have $3.28B invested in First Trust Preferred Securities and Income ETF in 2020 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 146 increasing their positions, 81 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
+44
Holders Change %
+15.33%
% of All Funds
5.87%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.44%
New
63
Increased
146
Reduced
81
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$75.5M
2
Morgan Stanley
Morgan Stanley
New York
$925M
3
MAP
Milestone Advisory Partners
North Carolina
$16.1M
4
ST
Spinnaker Trust
Maine
$14.6M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$34.6M

Top Sellers

1
TC
Trilogy Capital
California
$0
2
AWE
Avidian Wealth Enterprises
Texas
$0
3
TW
Transform Wealth
Colorado
$788K
4
GIA
Gladstone Institutional Advisory
Florida
$7.2M
5
SWP
Stratos Wealth Partners
Ohio
$8.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
276
William Blair & Company
Illinois
$213K +$213K +10,543 New
BCP
277
Blackhawk Capital Partners
Wisconsin
$211K +$211K +10,989 New
WIA
278
World Investment Advisors
California
$208K – – –
Deutsche Bank
279
Deutsche Bank
Germany
$200K -$266K -13,200 -57%
CAL
280
Capital Advisors Ltd
Ohio
$199K – – –
AAM
281
Advisors Asset Management
Colorado
$193K -$53.8K -2,662 -22%
JCM
282
Jacobi Capital Management
Pennsylvania
$165K -$57.4K -2,840 -26%
CHA
283
Carmichael Hill & Associates
Maryland
$158K +$56.4K +2,789 +55%
PB
284
Pinnacle Bancorp
Nebraska
$155K – – –
HBT
285
Hills Bank & Trust
Iowa
$155K +$155K +7,657 New
FCA
286
FinTrust Capital Advisors
South Carolina
$146K +$11.2K +553 +8%
BAM
287
Bellevue Asset Management
Washington
$144K – – –
GRP
288
Global Retirement Partners
California
$144K +$27.7K +1,372 +24%
DWMG
289
DB Wealth Management Group
California
$127K +$127K +6,294 New
CCM
290
Covington Capital Management
California
$105K – – –
GEA
291
Glen Eagle Advisors
New Jersey
$102K – – –
WT
292
Whittier Trust
California
$101K – – –
MIFH
293
Migdal Insurance & Financial Holdings
Israel
$89K +$89K +4,460 New
LS
294
Leelyn Smith
Illinois
$87K – – –
MHR
295
Matthew Hamilton Rosenberg
$86K +$9.62K +477 +13%
CAPTRUST Financial Advisors
296
CAPTRUST Financial Advisors
North Carolina
$80K -$39.9K -1,976 -33%
HI
297
Hudock Inc
Pennsylvania
$80K – – –
PGAM
298
Princeton Global Asset Management
New Jersey
$74K – – –
IRC
299
Investors Research Corp
Georgia
$73K +$1.8K +89 +3%
PMFA
300
Plante Moran Financial Advisors
Michigan
$50K -$12K -593 -19%
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