FPE icon

First Trust Preferred Securities and Income ETF

440 hedge funds and large institutions have $3.71B invested in First Trust Preferred Securities and Income ETF in 2024 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 187 increasing their positions, 123 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
440
Holders Change
+29
Holders Change %
+7.06%
% of All Funds
5.86%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.25%
New
76
Increased
187
Reduced
123
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PNC Financial Services Group
276
PNC Financial Services Group
Pennsylvania
$400K +$9.43K +533 +2%
SCM
277
Schnieders Capital Management
California
$400K
TWM
278
Topsail Wealth Management
North Carolina
$384K +$384K +21,721 New
HH
279
Hilltop Holdings
Texas
$383K +$180K +10,195 +89%
TPWA
280
TRUE Private Wealth Advisors
Oregon
$375K +$4K +226 +1%
PEA
281
Park Edge Advisors
Ohio
$365K +$40.6K +2,295 +13%
TT
282
TI-Trust
Illinois
$362K +$25.7K +1,454 +8%
FTCM
283
First Trust Capital Management
Illinois
$362K -$31.5K -1,778 -8%
BAM
284
Belpointe Asset Management
Nevada
$357K +$497 +28 +0.1%
RFWA
285
RPg Family Wealth Advisory
Massachusetts
$353K -$195 -11 -0.1%
EGA
286
E&G Advisors
Texas
$352K
CAMG
287
CWA Asset Management Group
Florida
$352K
CAP
288
Columbia Advisory Partners
Washington
$351K +$140K +7,908 +66%
EWM
289
EPG Wealth Management
Georgia
$344K +$4.89K +276 +1%
QP
290
Quartz Partners
New York
$338K
CF
291
Centaurus Financial
California
$337K +$112K +6,332 +50%
BBI
292
Baxter Bros Inc
Connecticut
$327K +$327K +18,477 New
Thrivent Financial for Lutherans
293
Thrivent Financial for Lutherans
Minnesota
$325K +$57.5K +3,191 +22%
SIA
294
Soltis Investment Advisors
Utah
$323K -$271K -15,303 -46%
1W
295
1776 Wealth
Georgia
$323K -$12.6K -712 -4%
AWA
296
Arkadios Wealth Advisors
Georgia
$321K -$112K -6,307 -26%
AWM
297
Apollon Wealth Management
South Carolina
$320K -$163K -9,186 -34%
FPWM
298
FSB Premier Wealth Management
Iowa
$316K -$74.3K -4,199 -19%
CIA
299
Capital Investment Advisors
Georgia
$315K +$6.94K +392 +2%
LPAM
300
Lodestar Private Asset Management
California
$312K -$21.6K -1,223 -6%