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First Trust Preferred Securities and Income ETF
FPE

Overview Fund Activity

354 hedge funds and large institutions have $4.12B invested in First Trust Preferred Securities and Income ETF in 2021 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 190 increasing their positions, 69 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
Holders Change
+24
Holders Change %
+7.27%
% of All Funds
6.18%
Holding in Top 10
36
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+20%
% of All Funds
0.63%
New
51
Increased
190
Reduced
69
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.07B
2
AWM
AE Wealth Management
Kansas
$49.4M
3
UBS Group
UBS Group
Switzerland
$267M
4
Wells Fargo
Wells Fargo
California
$49.7M
5
LPL Financial
LPL Financial
California
$161M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
$0
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$21.2M
3
KCM
Karp Capital Management
California
$0
4
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
$0
5
TC
Trilogy Capital
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PMG
276
ProVise Management Group
Florida
$289K -$55.7K -2,704 -16%
IAS
277
IMA Advisory Services
Colorado
$284K +$284K +13,785 New
Lido Advisors
278
Lido Advisors
California
$280K +$280K +13,570 New
IA
279
IFP Advisors
Florida
$269K +$950 +46 +0.4%
NFG
280
Nations Financial Group
Iowa
$267K +$267K +12,959 New
WIA
281
World Investment Advisors
California
$263K – – –
Mercer Global Advisors
282
Mercer Global Advisors
Colorado
$256K -$6.37K -309 -2%
DWMG
283
DB Wealth Management Group
California
$252K +$122K +5,948 +94%
RA
284
RFG Advisory
Alabama
$249K +$21.4K +1,037 +9%
First Manhattan
285
First Manhattan
New York
$247K +$247K +12,000 New
Koshinski Asset Management
286
Koshinski Asset Management
Illinois
$242K -$290K -14,074 -55%
SSWM
287
Sheets Smith Wealth Management
North Carolina
$239K +$239K +11,624 New
CFG
288
Cooper Financial Group
California
$234K -$105K -5,107 -31%
CBFP
289
Cedar Brook Financial Partners
Ohio
$234K -$2.39K -116 -1%
CCG
290
Chatham Capital Group
Georgia
$234K +$234K +11,350 New
TI
291
tru Independence
Oregon
$229K +$887 +43 +0.4%
MMM
292
Mendel Money Management
Illinois
$221K +$3.33K +162 +2%
FHA
293
First Horizon Advisors
Tennessee
$221K +$121K +5,910 +122%
PFA
294
Plotkin Financial Advisors
Maryland
$221K – – –
Neuberger Berman Group
295
Neuberger Berman Group
New York
$220K -$20.6K -1,000 -9%
P
296
&Partners
Tennessee
$218K +$218K +10,573 New
Cerity Partners
297
Cerity Partners
New York
$207K +$207K +10,067 New
WIM
298
Westside Investment Management
California
$206K – – –
CAL
299
Capital Advisors Ltd
Ohio
$203K – – –
William Blair & Company
300
William Blair & Company
Illinois
$203K +$4.79K +232 +2%
10 11
12
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