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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 %
BCMLT
376
Beacon Capital Management LLC (Tennessee)
Tennessee
$16.4K – – –
APC
377
Aspire Private Capital
North Carolina
$14.9K +$14.9K +860 New
MSG
378
Main Street Group
Virginia
$14.8K – – –
TWP
379
Triad Wealth Partners
Kansas
$14.3K +$14.3K +823 New
BHWM
380
Beaird Harris Wealth Management
Texas
$13.3K +$3.59K +207 +37%
AWM
381
Ameliora Wealth Management
Switzerland
$12.9K – – –
FCA
382
FinTrust Capital Advisors
South Carolina
$12.6K – – –
OIA
383
Optimum Investment Advisors
Illinois
$9.76K – – –
AAG
384
Accordant Advisory Group
Maryland
$9.2K -$1.04K -60 -10%
AWM
385
AllSquare Wealth Management
New York
$8.54K – – –
WTA
386
Washington Trust Advisors
Massachusetts
$8.46K – – –
BFA
387
Brown Financial Advisors
Ohio
$8.25K +$8.25K +475 New
PCM
388
Penserra Capital Management
California
$8K +$228 +13 +3%
PB
389
Pinnacle Bancorp
Nebraska
$6.6K +$6.6K +380 New
CA
390
Crewe Advisors
Utah
$6.41K +$6.41K +369 New
CB
391
Community Bank
New York
$6.11K – – –
CB
392
CNB Bank
Pennsylvania
$6.08K – – –
TAM
393
Tucker Asset Management
Colorado
$5.21K – – –
CT
394
Colonial Trust
South Carolina
$5.19K – – –
CA
395
Continuum Advisory
Idaho
$4.58K – – –
FUBT
396
First United Bank & Trust
Maryland
$3.82K – – –
RWMG
397
Redwood Wealth Management Group
New Jersey
$3.47K +$3.47K +200 New
CJ
398
Caitlin John
Michigan
$2.86K – – –
OP
399
ORG Partners
Indiana
$2.62K +$2.62K +151 New
KFI
400
Key Financial Inc
Pennsylvania
$2.21K – – –
14 15
16
17 18