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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 %
FNWA
401
Financial Network Wealth Advisors
Utah
$1.86K +$1.86K +107 New
CAL
402
Capital Analysts LLC
Pennsylvania
$1K – – –
FHC
403
First Heartland Consultants
Missouri
$695 -$3.99K -229,882 -85%
TRCT
404
Tower Research Capital (TRC)
New York
$417 +$417 +24 New
Fidelity Investments
405
Fidelity Investments
Massachusetts
$52 -$104 -6 -67%
Verition Fund Management
406
Verition Fund Management
Connecticut
– -$4.33M -250,000 Closed
ACP
407
Aveo Capital Partners
Colorado
– -$3.96M -229,423 Closed
FZCM
408
Flynn Zito Capital Management
New York
– -$3.36M -193,723 Closed
BRWA
409
B. Riley Wealth Advisors
Florida
– -$2.74M -171,273 Closed
AI
410
AXS Investments
New York
– -$1.47M -85,000 Closed
AWA
411
ARQ Wealth Advisors
Arizona
– -$1.2M -69,407 Closed
OA
412
Operose Advisors
Wisconsin
– -$917K -52,955 Closed
HF
413
HRT Financial
New York
– -$904K -52,196 Closed
PPP
414
Private Portfolio Partners
New Jersey
– -$619K -35,723 Closed
GSC
415
Ground Swell Capital
South Carolina
– -$567K -32,752 Closed
PVI
416
Pine Valley Investments
New Jersey
– -$516K -29,807 Closed
JWBC
417
J.W. Burns & Co
New York
– -$312K -18,025 Closed
GAA
418
Global Assets Advisory
Florida
– -$1M -17,410 Closed
BAM
419
Belpointe Asset Management
Nevada
– -$287K -16,580 Closed
TC
420
TownSquare Capital
Utah
– -$253K -14,595 Closed
Qube Research & Technologies (QRT)
421
Qube Research & Technologies (QRT)
United Kingdom
– -$236K -13,610 Closed
GVAG
422
Great Valley Advisor Group
Delaware
– -$231K -13,377 Closed
AFA
423
American Financial Advisors
Georgia
– -$229K -13,217 Closed
Citadel Advisors
424
Citadel Advisors
Florida
– -$227K -13,082 Closed
LNC
425
Lincoln National Corp
Pennsylvania
– -$204K -11,798 Closed
14 15 16
17
18