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

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$822M
2
Jane Street
Jane Street
New York
$2.61M
3
OMC
Old Mission Capital
Illinois
$0
4
HighTower Advisors
HighTower Advisors
Illinois
$0
5
SA
Stonebridge Advisors
Connecticut
$3.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFI
401
Key Financial Inc
Pennsylvania
$2.2K +$2.2K +127 New
HI
402
Horizon Investments
North Carolina
$2.17K +$2.17K +126 New
CAL
403
Capital Analysts LLC
Pennsylvania
$1K -$216K -8,426 -100%
Fidelity Investments
404
Fidelity Investments
Massachusetts
$156 -$121 -7 -44%
OMC
405
Old Mission Capital
Illinois
– -$47.8M -2,835,478 Closed
HighTower Advisors
406
HighTower Advisors
Illinois
– -$35.3M -2,094,725 Closed
PCM
407
Price Capital Management
Louisiana
– -$20.3M -1,204,890 Closed
Barclays
408
Barclays
United Kingdom
– -$14.1M -838,610 Closed
State of Tennessee, Department of Treasury
409
State of Tennessee, Department of Treasury
Tennessee
– -$11.2M -662,100 Closed
Susquehanna International Group
410
Susquehanna International Group
Pennsylvania
– -$4.32M -256,026 Closed
KA
411
Kovack Advisors
Florida
– -$2.95M -174,998 Closed
CW
412
Connectus Wealth
Ohio
– -$1.18M -70,000 Closed
CL
413
Choreo LLC
Illinois
– -$925K -54,841 Closed
SIA
414
Soltis Investment Advisors
Utah
– -$737K -43,740 Closed
MFP
415
Meridian Financial Partners
Virginia
– -$615K -36,469 Closed
Mercer Global Advisors
416
Mercer Global Advisors
Colorado
– -$453K -26,870 Closed
WAP
417
Wealthcare Advisory Partners
Pennsylvania
– -$390K -23,116 Closed
WWA
418
WCG Wealth Advisors
Nevada
– -$385K -22,856 Closed
FPAS
419
Focus Partners Advisor Solutions
Missouri
– -$371K -22,011 Closed
AFG
420
Atomi Financial Group
New York
– -$366K -21,689 Closed
Thrivent Financial for Lutherans
421
Thrivent Financial for Lutherans
Minnesota
– -$359K -21,267 Closed
WWM
422
Wagner Wealth Management
South Carolina
– -$352K -20,866 Closed
SFP
423
Strategic Financial Partners
Oregon
– -$316K -18,746 Closed
JCM
424
Jacobi Capital Management
Pennsylvania
– -$287K -17,029 Closed
KA
425
Kure Advisory
Minnesota
– -$280K -16,634 Closed
14 15 16
17
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