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First Trust Preferred Securities and Income ETF
FPE

Overview Fund Activity

420 hedge funds and large institutions have $4.53B invested in First Trust Preferred Securities and Income ETF in 2022 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 151 increasing their positions, 151 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
+15
Holders Change %
+3.7%
% of All Funds
6.65%
Holding in Top 10
36
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.7%
% of All Funds
0.57%
New
59
Increased
151
Reduced
151
Closed
40
Calls
$2.67M
Puts
$1K
Net Calls
+$2.67M
Net Calls Change
+$2.67M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$35.9M
2
Morgan Stanley
Morgan Stanley
New York
+$28.2M
3
Jane Street
Jane Street
New York
+$26.3M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$22.9M
5
HI
Horizon Investments
North Carolina
+$18.3M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$34M
2
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$26.1M
3
SWM
Southern Wealth Management
Texas
-$20.8M
4
UBS Group
UBS Group
Switzerland
-$12.4M
5
KCM
Karp Capital Management
California
-$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FF
276
Financial Futures
New Jersey
$494K -$3.38M -177,724 -87%
BAAM
277
Baker Avenue Asset Management
California
$488K – – –
PTP
278
Platform Technology Partners
New York
$488K +$22.8K +1,200 +5%
CSIA
279
Carl Stuart Investment Advisor
Texas
$486K +$486K +2,557 New
RFWA
280
RPg Family Wealth Advisory
Massachusetts
$483K – – –
SFG
281
Summit Financial Group
West Virginia
$476K – – –
OCM
282
Objective Capital Management
Ohio
$470K -$22.8K -1,200 -5%
PWM
283
PRW Wealth Management
Massachusetts
$459K +$459K +24,120 New
FPWM
284
FSB Premier Wealth Management
Iowa
$457K -$148K -8,110 -25%
MA
285
Mezzasalma Advisors
New Jersey
$454K -$22.2K -1,165 -5%
GSC
286
G&S Capital
Colorado
$451K +$233K +12,220 +106%
LSA
287
Lion Street Advisors
Texas
$448K -$15.9K -835 -3%
SFP
288
Strategic Financial Partners
Oregon
$443K -$152 -8 -0%
WPC
289
Wedmont Private Capital
Pennsylvania
$443K +$443K +23,227 New
OMC
290
Old Mission Capital
Illinois
$433K +$433K +22,780 New
CCB
291
Cutter & Co Brokerage
Missouri
$432K +$155K +8,141 +56%
LMKC
292
L.M. Kohn & Company
Ohio
$427K +$427K +22,437 New
MG
293
Mather Group
Illinois
$425K +$425K +22,321 New
SDAM
294
Shulman DeMeo Asset Management
New York
$416K – – –
Koshinski Asset Management
295
Koshinski Asset Management
Illinois
$415K -$640K -33,639 -61%
CCP
296
Corient Capital Partners
California
$415K – – –
MMM
297
Mendel Money Management
Illinois
$415K +$41.8K +2,195 +11%
GLA
298
Good Life Advisors
Pennsylvania
$413K +$98.3K +5,174 +31%
MRCM
299
M&R Capital Management
New Jersey
$410K +$171 +9 +0%
WP
300
WealthSource Partners
California
$400K +$400K +21,047 New
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