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First Trust Preferred Securities and Income ETF
FPE

Overview Fund Activity

403 hedge funds and large institutions have $3.26B invested in First Trust Preferred Securities and Income ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 163 increasing their positions, 139 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
+1
Holders Change %
+0.25%
% of All Funds
5.84%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
44
Increased
163
Reduced
139
Closed
38
Calls
$35K
Puts
$348K
Net Calls
-$313K
Net Calls Change
-$157K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$184M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$19.8M
3
Wells Fargo
3
Wells Fargo
California
$196M
4
WA
4
Waverly Advisors
Alabama
$11.6M
5
OPAM
5
Ocean Park Asset Management
California
$25.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$822M
2
Jane Street
2
Jane Street
New York
$2.61M
3
OMC
3
Old Mission Capital
Illinois
$0
4
HighTower Advisors
4
HighTower Advisors
Illinois
$0
5
SA
5
Stonebridge Advisors
Connecticut
$3.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
276
Global Retirement Partners
California
$327K +$29.4K +1,699 +10%
BCI
277
Brinker Capital Investments
Pennsylvania
$327K -$35.1K -2,029 -10%
OPS
278
Orion Portfolio Solutions
Nebraska
$327K -$35.1K -2,029 -10%
IAS
279
Insigneo Advisory Services
Florida
$326K +$67.3K +3,883 +26%
EWM
280
EPG Wealth Management
Georgia
$322K +$3.27K +189 +1%
Creative Planning
281
Creative Planning
Kansas
$321K +$91.3K +5,272 +40%
FFA
282
Farther Finance Advisors
California
$317K +$111K +6,361 +54%
SRC
283
Shufro Rose & Co
New York
$315K -$433K -25,000 -58%
JWBC
284
J.W. Burns & Co
New York
$312K -$120K -6,900 -28%
TT
285
TI-Trust
Illinois
$312K -$21.5K -1,242 -6%
AAMA
286
Advanced Asset Management Advisors
Ohio
$312K – – –
TPWA
287
TRUE Private Wealth Advisors
Oregon
$311K +$61K +3,523 +24%
KWA
288
Kingswood Wealth Advisors
California
$309K +$43.6K +2,519 +16%
DFG
289
Delta Financial Group
New Jersey
$303K – – –
RFWA
290
RPg Family Wealth Advisory
Massachusetts
$302K -$445K -25,666 -60%
PI
291
PFG Investments
New York
$296K +$18.3K +1,054 +7%
LPAM
292
Lodestar Private Asset Management
California
$288K +$6.69K +386 +2%
BAM
293
Belpointe Asset Management
Nevada
$287K -$16.7K -965 -6%
CFD
294
Creative Financial Designs
Indiana
$286K +$31.7K +1,829 +12%
QC
295
Quadrature Capital
United Kingdom
$286K +$286K +16,535 New
CF
296
Centaurus Financial
California
$286K +$96.7K +5,589 +51%
OL
297
Owen LaRue
Kentucky
$282K -$73K -4,217 -21%
MWA
298
Meridian Wealth Advisors
Texas
$282K +$4K +231 +1%
HCM
299
Hudson Capital Management
New Jersey
$281K -$2.87M -165,817 -91%
VIM
300
Vista Investment Management
Pennsylvania
$275K -$1.04M -59,886 -79%
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