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First Trust Preferred Securities and Income ETF
FPE

Overview Fund Activity

403 hedge funds and large institutions have $3.26B invested in First Trust Preferred Securities and Income ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 163 increasing their positions, 139 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
+1
Holders Change %
+0.25%
% of All Funds
5.84%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
44
Increased
163
Reduced
139
Closed
38
Calls
$35K
Puts
$348K
Net Calls
-$313K
Net Calls Change
-$157K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$184M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$19.8M
3
Wells Fargo
3
Wells Fargo
California
$196M
4
WA
4
Waverly Advisors
Alabama
$11.6M
5
OPAM
5
Ocean Park Asset Management
California
$25.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$822M
2
Jane Street
2
Jane Street
New York
$2.61M
3
OMC
3
Old Mission Capital
Illinois
$0
4
HighTower Advisors
4
HighTower Advisors
Illinois
$0
5
SA
5
Stonebridge Advisors
Connecticut
$3.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFA
376
Register Financial Advisors
Georgia
$18.6K +$18.6K +1,071 New
AAG
377
Armstrong Advisory Group
Massachusetts
$16.3K – – –
BCMLT
378
Beacon Capital Management LLC (Tennessee)
Tennessee
$16.3K – – –
LF
379
LifeSteps Financial
California
$16.1K +$16.1K +931 New
MSG
380
Main Street Group
Virginia
$14.7K +$14.7K +850 New
MBFW
381
Morton Brown Family Wealth
Pennsylvania
$14.5K +$14.5K +840 New
AWM
382
Ameliora Wealth Management
Switzerland
$12.8K – – –
FCA
383
FinTrust Capital Advisors
South Carolina
$12.6K -$74K -4,274 -85%
AAG
384
Accordant Advisory Group
Maryland
$10.2K +$10.2K +590 New
OIA
385
Optimum Investment Advisors
Illinois
$9.73K +$5.13K +296 +111%
BHWM
386
Beaird Harris Wealth Management
Texas
$9.7K -$3.57K -206 -27%
AWM
387
AllSquare Wealth Management
New York
$8.52K – – –
WTA
388
Washington Trust Advisors
Massachusetts
$8.44K – – –
PCM
389
Penserra Capital Management
California
$7K -$16 -1 -0.2%
CB
390
Community Bank
New York
$6.09K +$6.09K +352 New
CB
391
CNB Bank
Pennsylvania
$6.06K – – –
HCM
392
Highlander Capital Management
New Jersey
$5.2K – – –
TAM
393
Tucker Asset Management
Colorado
$5.2K – – –
CT
394
Colonial Trust
South Carolina
$5.18K – – –
BNP Paribas Financial Markets
395
BNP Paribas Financial Markets
France
$4.76K +$4.76K +275 New
CFO
396
CVA Family Office
Colorado
$4.61K – – –
CA
397
Continuum Advisory
Idaho
$4.55K +$4.55K +264 New
FUBT
398
First United Bank & Trust
Maryland
$3.81K +$3.81K +220 New
CJ
399
Caitlin John
Michigan
$2.86K – – –
HNB
400
Huntington National Bank
Ohio
$2.46K -$10.5K – –
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16
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