FPE icon

First Trust Preferred Securities and Income ETF
FPE

Overview Fund Activity

403 hedge funds and large institutions have $3.24B invested in First Trust Preferred Securities and Income ETF in 2024 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 145 increasing their positions, 156 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
–
Holders Change %
0%
% of All Funds
5.86%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
43
Increased
145
Reduced
156
Closed
36
Calls
–
Puts
$174K
Net Calls
-$174K
Net Calls Change
+$139K

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
+$45.5M
2
AWM
Affinity Wealth Management
Delaware
+$23.4M
3
Ameriprise
Ameriprise
Minnesota
+$8.1M
4
AIP
Ameritas Investment Partners
Nebraska
+$6.6M
5
Wells Fargo
Wells Fargo
California
+$6.5M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$35.4M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$21.1M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$17.4M
4
Renaissance Technologies
Renaissance Technologies
New York
-$14.2M
5
AO
Advisor OS
Illinois
-$8.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
RW
276
RVW Wealth
California
$309K -$22.5K -1,295 -7%
DFG
277
Delta Financial Group
New Jersey
$304K – – –
SC
278
Savant Capital
Illinois
$301K -$141K -8,101 -32%
SWM
279
SeaCrest Wealth Management
New York
$301K +$112K +6,462 +59%
PI
280
PFG Investments
New York
$298K +$1.08K +62 +0.4%
APW
281
Aurora Private Wealth
New Jersey
$291K +$291K +16,770 New
MWA
282
Meridian Wealth Advisors
Texas
$287K +$4.11K +237 +1%
AP
283
Americana Partners
Texas
$285K -$80K -4,610 -22%
CFD
284
Creative Financial Designs
Indiana
$283K -$3.54K -204 -1%
NFG
285
Nations Financial Group
Iowa
$282K +$80.1K +4,612 +40%
GRP
286
Global Retirement Partners
California
$281K -$47.4K -2,733 -14%
LPAM
287
Lodestar Private Asset Management
California
$278K -$11.1K -641 -4%
TCA
288
Transcend Capital Advisors
New Jersey
$273K +$330 +19 +0.1%
BCI
289
Brinker Capital Investments
Pennsylvania
$272K -$56K -3,226 -17%
OPS
290
Orion Portfolio Solutions
Nebraska
$272K -$56K -3,226 -17%
SCI
291
Stableford Capital II
Arizona
$270K – – –
VIM
292
Vista Investment Management
Pennsylvania
$269K -$6.18K -356 -2%
AFAS
293
Acorn Financial Advisory Services
Virginia
$268K – – –
AWAG
294
ARS Wealth Advisors Group
Florida
$267K – – –
MRCM
295
M&R Capital Management
New Jersey
$266K -$573 -33 -0.2%
OL
296
Owen LaRue
Kentucky
$263K -$20.5K -1,182 -7%
BAWC
297
Boyce & Associates Wealth Consulting
Texas
$262K +$262K +15,085 New
HGERS
298
Householder Group Estate & Retirement Specialist
Arizona
$256K +$14.7K +848 +6%
SVWAG
299
Sound View Wealth Advisors Group
Georgia
$254K +$521 +30 +0.2%
HCM
300
Hudson Capital Management
New Jersey
$251K -$30.1K -1,733 -11%
10 11
12
13 14