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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 %
VCM
301
Virtue Capital Management
Tennessee
$249K -$9.46K -540 -4%
WT
302
Whittier Trust
California
$241K – – –
Lido Advisors
303
Lido Advisors
California
$240K +$240K +13,810 New
AFC
304
AFT Forsyth & Company
Florida
$238K -$5.21K -300 -2%
FAIM
305
Financial Advocates Investment Management
Washington
$237K +$712 +41 +0.3%
OHIS
306
Oak Harvest Investment Services
Texas
$231K +$231K +13,325 New
SOS
307
Silver Oak Securities
Tennessee
$230K -$422K -24,321 -65%
IAS
308
Insigneo Advisory Services
Florida
$228K -$97.9K -5,641 -30%
Thrivent Financial for Lutherans
309
Thrivent Financial for Lutherans
Minnesota
$228K +$228K +13,142 New
SNB
310
Security National Bank
Nebraska
$224K – – –
MFG
311
Mendota Financial Group
Wisconsin
$222K +$451 +26 +0.2%
DC
312
DeDora Capital
California
$221K -$10.2K -586 -4%
MWA
313
Merkkuri Wealth Advisors
New York
$217K +$217K +12,490 New
NPFS
314
Novak & Powell Financial Services
Florida
$217K -$1.74K -100 -0.8%
CHA
315
Carmichael Hill & Associates
Maryland
$215K +$3K +173 +1%
AWA
316
Arete Wealth Advisors
Illinois
$214K +$214K +12,327 New
AllianceBernstein
317
AllianceBernstein
Tennessee
$209K +$209K +12,028 New
AAMA
318
Advanced Asset Management Advisors
Ohio
$208K -$104K -6,000 -33%
CAP
319
Columbia Advisory Partners
Washington
$207K +$17.4K +1,000 +9%
HA
320
HFG Advisors
Ohio
$203K – – –
MWM
321
MBE Wealth Management
Wisconsin
$202K +$521 +30 +0.3%
GM
322
GeoWealth Management
Illinois
$202K -$5.49M -316,138 -96%
MFG
323
Merit Financial Group
Georgia
$201K -$28.5K -1,643 -12%
AWA
324
Arkadios Wealth Advisors
Georgia
$201K +$201K +11,577 New
CAC
325
Certified Advisory Corp
Florida
$200K -$2.99K -172 -1%
11 12
13
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