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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 %
HI
376
Hudock Inc
Pennsylvania
$76K – – –
TWM
377
Tradition Wealth Management
Minnesota
$75K – – –
IRC
378
Investors Research Corp
Georgia
$71K – – –
HCP
379
Hexagon Capital Partners
Arkansas
$70K +$1.24K +65 +2%
BAM
380
Bellevue Asset Management
Washington
$69K -$13.4K -704 -16%
MHR
381
Matthew Hamilton Rosenberg
$67K -$8.25K -436 -11%
HBW
382
Hazlett, Burt & Watson
West Virginia
$62K +$62K +3,250 New
GEA
383
Glen Eagle Advisors
New Jersey
$57.3K – – –
FFWM
384
Future Financial Wealth Management
Ohio
$57K – – –
NWM
385
Nauset Wealth Management
Connecticut
$57K +$57K +3,003 New
CA
386
Clearstead Advisors
Ohio
$56K – – –
FAG
387
Fortitude Advisory Group
Washington
$52K +$37.8K +2,014 +265%
PMFA
388
Plante Moran Financial Advisors
Michigan
$47K – – –
NFSG
389
Newbridge Financial Services Group
Florida
$45K +$536 +28 +1%
AIP
390
Ahrens Investment Partners
Louisiana
$44K – – –
RDFA
391
Ritter Daniher Financial Advisory
Ohio
$38K +$38K +2,000 New
TSWM
392
Tyler-Stone Wealth Management
Ohio
$36K – – –
RIM
393
Rockbridge Investment Management
New York
$30K +$30K +1,575 New
CTC
394
Central Trust Company
Missouri
$30K +$30K +1,582 New
Deutsche Bank
395
Deutsche Bank
Germany
$29K – – –
SBL
396
Sargent Bickham Lagudis
Colorado
$29K +$29K +1,504 New
KFS
397
Kelly Financial Services
Massachusetts
$28.3K -$95 -5 -0.3%
MIFH
398
Migdal Insurance & Financial Holdings
Israel
$28K +$28K +1,460 New
SSC
399
Syverson Strege & Co
Iowa
$26K – – –
RCM
400
Raleigh Capital Management
North Carolina
$24K +$24K +1,244 New
14 15
16
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