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First Trust Preferred Securities and Income ETF
FPE

Overview Fund Activity

404 hedge funds and large institutions have $3.7B invested in First Trust Preferred Securities and Income ETF in 2022 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 109 increasing their positions, 192 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
-16
Holders Change %
-3.81%
% of All Funds
6.83%
Holding in Top 10
28
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-22.22%
% of All Funds
0.47%
New
44
Increased
109
Reduced
192
Closed
56
Calls
$291K
Puts
$174K
Net Calls
+$117K
Net Calls Change
-$2.56M

Top Buyers

1
SWM
Southern Wealth Management
Texas
+$14.7M
2
SA
Stonebridge Advisors
Connecticut
+$13.5M
3
BFG
Bouchey Financial Group
New York
+$12.4M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$12.2M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$8.76M

Top Sellers

1
GI
Gradient Investments
Minnesota
-$69.2M
2
Morgan Stanley
Morgan Stanley
New York
-$59.5M
3
UBS Group
UBS Group
Switzerland
-$33.4M
4
SFI
SPC Financial Inc
Maryland
-$19.9M
5
HI
Horizon Investments
North Carolina
-$18.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
276
MBA Advisors
Pennsylvania
$342K +$342K +19,873 New
GWSG
277
GPS Wealth Strategies Group
Colorado
$340K +$9.91K +575 +3%
WDA
278
Wendell David Associates
New Hampshire
$336K – – –
AFC
279
AFT Forsyth & Company
Florida
$335K +$258 +15 +0.1%
MRCM
280
M&R Capital Management
New Jersey
$333K -$38.4K -2,232 -10%
CCFM
281
Clear Creek Financial Management
Washington
$331K -$780K -45,321 -70%
William Blair & Company
282
William Blair & Company
Illinois
$329K -$155 -9 -0%
RW
283
RVW Wealth
California
$329K – – –
AFP
284
Ausdal Financial Partners
Iowa
$326K -$13.8K -802 -4%
TT
285
TI-Trust
Illinois
$322K +$10.5K +609 +3%
TFS
286
TrustCore Financial Services
Tennessee
$317K – – –
SIM
287
Seaview Investment Managers
Florida
$316K +$22.5K +1,309 +8%
BWM
288
BlackDiamond Wealth Management
New York
$312K +$312K +17,676 New
CCA
289
Cadent Capital Advisors
Oklahoma
$310K +$2.84K +165 +0.9%
HA
290
Hofer & Associates
California
$309K -$47.4K -2,746 -13%
SNB
291
Security National Bank
Nebraska
$306K +$8.26K +480 +3%
WT
292
Whittier Trust
California
$300K -$538K -31,293 -64%
SS
293
Sunbelt Securities
Texas
$298K +$298K +17,311 New
Koshinski Asset Management
294
Koshinski Asset Management
Illinois
$288K -$87.6K -5,091 -23%
SVWAG
295
Sound View Wealth Advisors Group
Georgia
$286K +$414 +24 +0.1%
Millennium Management
296
Millennium Management
New York
$283K +$60.7K +3,522 +27%
C
297
CEDRUS
Colorado
$279K -$658K -38,192 -70%
SCI
298
Stableford Capital II
Arizona
$278K – – –
TCA
299
Transcend Capital Advisors
New Jersey
$269K +$269K +15,595 New
GI
300
Gradient Investments
Minnesota
$266K -$69.2M -4,014,654 -100%
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