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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 %
BCMLT
401
Beacon Capital Management LLC (Tennessee)
Tennessee
$23K +$23K +1,173 New
HIA
402
Harbor Investment Advisory
Maryland
$20K – – –
MA
403
Montag & Associates
Georgia
$19K – – –
KPCM
404
Kings Point Capital Management
New York
$19K – – –
SIS
405
Sound Income Strategies
Florida
$17K – – –
AWM
406
AllSquare Wealth Management
New York
$9K – – –
WTA
407
Washington Trust Advisors
Massachusetts
$9K – – –
FGAM
408
Financial Gravity Asset Management
Texas
$7.97K +$7.97K +76 New
AA
409
AlphaMark Advisors
Kentucky
$7K -$22K -1,100 -76%
MAM
410
Meeder Asset Management
Ohio
$6K – – –
HCM
411
Highlander Capital Management
New Jersey
$6K – – –
DI
412
Disciplined Investments
Oklahoma
$6K – – –
CFO
413
CVA Family Office
Colorado
$5K – – –
OIA
414
Optimum Investment Advisors
Illinois
$5K +$5K +266 New
SCA
415
Stonebridge Capital Advisors
Minnesota
$5K +$5K +285 New
GFPC
416
Global Financial Private Client
Florida
$4.11K – – –
Simplex Trading
417
Simplex Trading
Illinois
$3K +$3K +186 New
CCA
418
Column Capital Advisors
Indiana
$2K -$2K -100 -50%
FMP
419
Financial Management Professionals
Texas
$2K – – –
Fidelity Investments
420
Fidelity Investments
Massachusetts
$2K +$1.88K +93 +1,550%
S
421
SignatureFD
Georgia
$2K +$2K +98 New
SC
422
Siena Capital
Ohio
$1K +$1K +27 New
MWM
423
Mattern Wealth Management
Kansas
– -$9.86M -485,068 Closed
CWM
424
Comprehensive Wealth Management
Washington
– -$9.74M -479,275 Closed
SWP
425
Stratos Wealth Partners
Ohio
– -$8.49M -417,892 Closed
15 16
17
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