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First Trust Preferred Securities and Income ETF
FPE

Overview Fund Activity

386 hedge funds and large institutions have $3.08B invested in First Trust Preferred Securities and Income ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 136 increasing their positions, 166 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
-10
Holders Change %
-2.53%
% of All Funds
6.15%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.33%
New
32
Increased
136
Reduced
166
Closed
41
Calls
$113K
Puts
–
Net Calls
+$113K
Net Calls Change
+$22K

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
+$41.2M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$11.5M
3
OPAM
Ocean Park Asset Management
California
+$9.45M
4
Comerica Bank
Comerica Bank
Texas
+$7.19M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.64M

Top Sellers

1
Jane Street
Jane Street
New York
-$52.6M
2
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$16.9M
3
PG
Prostatis Group
Maryland
-$15.1M
4
CCA
Clearwater Capital Advisors
Illinois
-$11.4M
5
Renaissance Technologies
Renaissance Technologies
New York
-$8.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFN
301
Focus Financial Network
Minnesota
$217K -$9.26K -580 -4%
VCM
302
Virtue Capital Management
Tennessee
$217K – – –
FAM
303
Flaharty Asset Management
Florida
$211K +$211K +13,188 New
CAC
304
Certified Advisory Corp
Florida
$205K +$3.13K +196 +2%
GSEP
305
Golden State Equity Partners
California
$200K -$43.2K -2,702 -18%
LNC
306
Lincoln National Corp
Pennsylvania
$191K -$9.76K -611 -5%
PCA
307
Prosperity Capital Advisors
Ohio
$190K +$190K +11,889 New
KCFA
308
Key Client Fiduciary Advisors
New Jersey
$188K -$91.9K -5,757 -33%
HA
309
HFG Advisors
Ohio
$186K – – –
MWM
310
MBE Wealth Management
Wisconsin
$184K +$783 +49 +0.4%
NFG
311
Nations Financial Group
Iowa
$183K +$183K +11,481 New
ST
312
Spinnaker Trust
Maine
$183K – – –
DWMS
313
Dominguez Wealth Management Solutions
Virginia
$183K +$415 +26 +0.2%
SNB
314
Security National Bank
Nebraska
$182K – – –
KWS
315
Keystone Wealth Services
California
$179K +$179K +11,191 New
CHA
316
Carmichael Hill & Associates
Maryland
$178K – – –
CAP
317
Columbia Advisory Partners
Washington
$176K – – –
OWA
318
Octavia Wealth Advisors
Ohio
$176K -$7.28K -456 -4%
Creative Planning
319
Creative Planning
Kansas
$176K -$13K -814 -7%
PA
320
Pinnacle Associates
New York
$174K -$10.4K -650 -6%
OMC
321
Old Mission Capital
Illinois
$169K -$146K -9,143 -46%
NP
322
Nilsine Partners
Colorado
$169K – – –
FCM
323
Family Capital Management
Michigan
$169K – – –
APP
324
Avantax Planning Partners
Iowa
$164K -$9.97K -624 -6%
William Blair & Company
325
William Blair & Company
Illinois
$164K +$1.45K +91 +0.9%
11 12
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