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First Trust Preferred Securities and Income ETF
FPE

Overview Fund Activity

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
–

Top Buyers

1
SA
Stonebridge Advisors
Connecticut
+$37.1M
2
Morgan Stanley
Morgan Stanley
New York
+$33.1M
3
MCM
MAI Capital Management
Ohio
+$27.2M
4
LPL Financial
LPL Financial
California
+$20.4M
5
FWP
Falcon Wealth Planning
California
+$19.2M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$25.9M
2
Renaissance Technologies
Renaissance Technologies
New York
-$20.3M
3
Barclays
Barclays
United Kingdom
-$12.8M
4
AO
Advisor OS
Illinois
-$7.79M
5
FEG
Financial Enhancement Group
Indiana
-$7.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
301
Acorn Wealth Advisors
Michigan
$311K +$407 +23 +0.1%
DFG
302
Delta Financial Group
New Jersey
$310K – – –
RIA
303
Realta Investment Advisors
Delaware
$310K +$310K +17,394 New
DWP
304
Daymark Wealth Partners
Ohio
$299K -$85.2K -4,811 -22%
Mercer Global Advisors
305
Mercer Global Advisors
Colorado
$295K +$295K +16,680 New
IAG
306
Investmark Advisory Group
Connecticut
$294K +$36.4K +2,055 +14%
PCIA
307
Prime Capital Investment Advisors
Kansas
$294K +$531 +30 +0.2%
PI
308
PFG Investments
New York
$289K +$289K +16,313 New
CFD
309
Creative Financial Designs
Indiana
$288K +$8.09K +457 +3%
DE
310
Diversified Enterprises
Delaware
$283K -$39.8K -2,250 -12%
GRP
311
Global Retirement Partners
California
$283K +$7.19K +406 +3%
TCA
312
Transcend Capital Advisors
New Jersey
$280K +$354 +20 +0.1%
CAM
313
Cresset Asset Management
Illinois
$279K -$164K -9,281 -37%
VAS
314
Vestmark Advisory Solutions
Massachusetts
$277K +$277K +15,622 New
NFG
315
Nations Financial Group
Iowa
$276K +$7.1K +401 +3%
PWS
316
Proactive Wealth Strategies
Georgia
$275K -$79.6K -4,493 -22%
HGERS
317
Householder Group Estate & Retirement Specialist
Arizona
$273K +$5.03K +285 +2%
SCI
318
Stableford Capital II
Arizona
$271K – – –
MWPCG
319
Measured Wealth Private Client Group
New Hampshire
$269K -$65.3K -3,687 -20%
AFAS
320
Acorn Financial Advisory Services
Virginia
$268K -$5.15K -291 -2%
HA
321
Helium Advisors
Washington
$268K +$268K +15,145 New
TWM
322
Tanager Wealth Management
United Kingdom
$264K +$264K +14,939 New
VIM
323
Vista Investment Management
Pennsylvania
$263K +$2.04K +115 +0.8%
EA
324
Everpar Advisors
Oklahoma
$262K -$6.04K -341 -2%
SVWAG
325
Sound View Wealth Advisors Group
Georgia
$260K +$566 +32 +0.2%
11 12
13
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