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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 %
HA
301
Hofer & Associates
California
$393K +$3.39K +178 +0.9%
DHFB
302
Dixon Hubard Feinour & Brown
Virginia
$382K – – –
SOS
303
Silver Oak Securities
Tennessee
$382K +$382K +20,343 New
AFP
304
Ausdal Financial Partners
Iowa
$375K +$375K +19,699 New
WDA
305
Wendell David Associates
New Hampshire
$371K -$124K -6,500 -25%
AFC
306
AFT Forsyth & Company
Florida
$370K +$370K +19,444 New
GWSG
307
GPS Wealth Strategies Group
Colorado
$364K -$41.8K -2,200 -10%
William Blair & Company
308
William Blair & Company
Illinois
$364K -$17.8K -936 -5%
RW
309
RVW Wealth
California
$363K – – –
TPW
310
Tiller Private Wealth
Pennsylvania
$353K – – –
TFS
311
TrustCore Financial Services
Tennessee
$350K – – –
TT
312
TI-Trust
Illinois
$344K +$14.9K +784 +5%
CCA
313
Cadent Capital Advisors
Oklahoma
$339K +$2.8K +147 +0.8%
RA
314
RFG Advisory
Alabama
$335K +$143K +7,483 +74%
SNB
315
Security National Bank
Nebraska
$329K – – –
NFG
316
Nations Financial Group
Iowa
$324K +$3.81K +200 +1%
SIM
317
Seaview Investment Managers
Florida
$324K +$112K +5,883 +53%
SVWAG
318
Sound View Wealth Advisors Group
Georgia
$315K +$400 +21 +0.1%
FFG
319
Frisch Financial Group
New York
$294K +$57K +3,001 +24%
SCI
320
Stableford Capital II
Arizona
$289K – – –
EWM
321
EPG Wealth Management
Georgia
$288K -$30.3K -1,594 -10%
CCG
322
Chatham Capital Group
Georgia
$288K – – –
CAP
323
Columbia Advisory Partners
Washington
$288K +$288K +15,149 New
Mercer Global Advisors
324
Mercer Global Advisors
Colorado
$282K -$31.8K -1,671 -10%
MWM
325
MBE Wealth Management
Wisconsin
$280K -$18.9K -991 -6%
11 12
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