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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 %
DWMG
351
DB Wealth Management Group
California
$198K -$37.7K -1,983 -16%
Lido Advisors
352
Lido Advisors
California
$197K +$3.2K +169 +2%
PFA
353
Plotkin Financial Advisors
Maryland
$196K +$196K +10,325 New
PA
354
Pinnacle Associates
New York
$194K -$8.89K -466 -4%
CBFP
355
Cedar Brook Financial Partners
Ohio
$194K -$4.13K -217 -2%
CRWM
356
Castle Rock Wealth Management
California
$193K – – –
WIM
357
Westside Investment Management
California
$191K – – –
LWP
358
Lumature Wealth Partners
Georgia
$190K +$190K +10,000 New
CAL
359
Capital Analysts LLC
Pennsylvania
$189K +$43.4K +2,286 +30%
CAL
360
Capital Advisors Ltd
Ohio
$187K – – –
CCM
361
Covington Capital Management
California
$180K – – –
CHA
362
Carmichael Hill & Associates
Maryland
$177K -$2.81K -148 -2%
National Bank of Canada
363
National Bank of Canada
Quebec, Canada
$174K -$12.9K -632 -7%
SC
364
SouthState Corp
Florida
$148K – – –
PB
365
Pinnacle Bancorp
Nebraska
$146K – – –
T
366
TCWP
Ohio
$135K +$135K +7,147 New
GRP
367
Global Retirement Partners
California
$132K +$132K +7,461 New
ST
368
Smithfield Trust
Pennsylvania
$111K +$111K +5,820 New
FCT
369
First Community Trust
Iowa
$103K – – –
LFG
370
Larson Financial Group
Missouri
$98K +$228 +12 +0.2%
CAPTRUST Financial Advisors
371
CAPTRUST Financial Advisors
North Carolina
$97K -$54.1K -2,854 -36%
BA
372
Bivin & Associates
Oklahoma
$94K -$874 -46 -0.9%
LS
373
Leelyn Smith
Illinois
$94K +$12.7K +666 +16%
PGAM
374
Princeton Global Asset Management
New Jersey
$85K +$23.9K +1,250 +39%
HA
375
Herold Advisors
New York
$81.8K +$81.8K +4,300 New
13 14
15
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