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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 %
NDSI
426
Newman Dignan & Sheerar Inc
Rhode Island
– -$6.34M -312,131 Closed
SG Americas Securities
427
SG Americas Securities
New York
– -$5.46M -268,700 Closed
HCM
428
Howard Capital Management
Georgia
– -$5.27M -254,988 Closed
DWP
429
Destiny Wealth Partners
Florida
– -$4.06M -199,588 Closed
MCM
430
MAI Capital Management
Ohio
– -$3.06M -150,573 Closed
GWM
431
Geneos Wealth Management
Colorado
– -$2.64M -129,630 Closed
SAM
432
Stringer Asset Management
Tennessee
– -$5.13M -101,118 Closed
ODFS
433
O'Donnell Financial Services
California
– -$1.9M -96,006 Closed
LWM
434
Laidlaw Wealth Management
New York
– -$1.67M -82,160 Closed
HR
435
Hardy Reed
Mississippi
– -$1.59M -78,144 Closed
OPS
436
Orion Portfolio Solutions
Nebraska
– -$1.55M -76,460 Closed
RCIM
437
Red Cedar Investment Management
Michigan
– -$1.13M -55,404 Closed
Susquehanna International Group
438
Susquehanna International Group
Pennsylvania
– -$1.05M -51,722 Closed
IP
439
Ignite Planners
California
– -$1.01M -49,927 Closed
AFM
440
Andesa Financial Management
Pennsylvania
– -$876K -43,126 Closed
MFP
441
Meridian Financial Partners
Virginia
– -$792K -39,354 Closed
FWA
442
FSC Wealth Advisors
New York
– -$761K -37,449 Closed
LWAC
443
Laurel Wealth Advisors (California)
California
– -$637K -31,363 Closed
ARC
444
Advisor Resource Council
Texas
– -$526K -25,883 Closed
5L
445
55I LLC
Massachusetts
– -$500K -24,600 Closed
ERWM
446
Elk River Wealth Management
Colorado
– -$477K -23,490 Closed
BNP Paribas Financial Markets
447
BNP Paribas Financial Markets
France
– -$402K -19,772 Closed
TSS
448
Two Sigma Securities
New York
– -$305K -15,025 Closed
KOMWMG
449
Kerntke Otto McGlone Wealth Management Group
Wisconsin
– -$300K -14,775 Closed
PMG
450
ProVise Management Group
Florida
– -$299K -14,695 Closed
15 16 17
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