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First Trust Preferred Securities and Income ETF
FPE

Overview Fund Activity

404 hedge funds and large institutions have $3.7B invested in First Trust Preferred Securities and Income ETF in 2022 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 109 increasing their positions, 192 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
-16
Holders Change %
-3.81%
% of All Funds
6.83%
Holding in Top 10
28
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-22.22%
% of All Funds
0.47%
New
44
Increased
109
Reduced
192
Closed
56
Calls
$291K
Puts
$174K
Net Calls
+$117K
Net Calls Change
-$2.56M

Top Buyers

1
SWM
Southern Wealth Management
Texas
$22.3M
2
SA
Stonebridge Advisors
Connecticut
$30.6M
3
BFG
Bouchey Financial Group
New York
$12.4M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$84.6M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$352M

Top Sellers

1
GI
Gradient Investments
Minnesota
$266K
2
Morgan Stanley
Morgan Stanley
New York
$981M
3
UBS Group
UBS Group
Switzerland
$214M
4
SFI
SPC Financial Inc
Maryland
$2.1M
5
HI
Horizon Investments
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
426
ARQ Wealth Advisors
Arizona
– -$720K -37,870 Closed
HW
427
Hamilton Wealth
California
– -$561K -29,510 Closed
USCWA
428
U.S. Capital Wealth Advisors
Texas
– -$531K -27,915 Closed
TFA
429
Tranquilli Financial Advisor
New Jersey
– -$502K -26,377 Closed
FF
430
Financial Futures
New Jersey
– -$494K -25,968 Closed
PWM
431
PRW Wealth Management
Massachusetts
– -$459K -24,120 Closed
OMC
432
Old Mission Capital
Illinois
– -$433K -22,780 Closed
MG
433
Mather Group
Illinois
– -$425K -22,321 Closed
WP
434
WealthSource Partners
California
– -$400K -21,047 Closed
TPW
435
Tiller Private Wealth
Pennsylvania
– -$353K -18,545 Closed
Mercer Global Advisors
436
Mercer Global Advisors
Colorado
– -$282K -14,815 Closed
SEA
437
Stegent Equity Advisors
Texas
– -$271K -14,223 Closed
CAG
438
Curtis Advisory Group
California
– -$270K -14,200 Closed
GT
439
Glenmede Trust
Pennsylvania
– -$233K -12,297 Closed
BB
440
Busey Bank
Illinois
– -$229K -12,022 Closed
WMR
441
Wealth Management Resources
Rhode Island
– -$203K -10,678 Closed
Lido Advisors
442
Lido Advisors
California
– -$197K -10,395 Closed
PFA
443
Plotkin Financial Advisors
Maryland
– -$196K -10,325 Closed
CBFP
444
Cedar Brook Financial Partners
Ohio
– -$194K -10,189 Closed
PA
445
Pinnacle Associates
New York
– -$194K -10,175 Closed
T
446
TCWP
Ohio
– -$135K -7,147 Closed
HA
447
Herold Advisors
New York
– -$81.8K -4,300 Closed
FFWM
448
Future Financial Wealth Management
Ohio
– -$57K -3,000 Closed
CA
449
Clearstead Advisors
Ohio
– -$56K -2,967 Closed
FAG
450
Fortitude Advisory Group
Washington
– -$52K -2,773 Closed
15 16 17
18
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