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First Trust Preferred Securities and Income ETF
FPE

Overview Fund Activity

411 hedge funds and large institutions have $3.51B invested in First Trust Preferred Securities and Income ETF in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 175 increasing their positions, 135 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
+8
Holders Change %
+1.99%
% of All Funds
5.95%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.25%
New
47
Increased
175
Reduced
135
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$883M
2
Wells Fargo
Wells Fargo
California
$231M
3
LPL Financial
LPL Financial
California
$215M
4
Ameriprise
Ameriprise
Minnesota
$24.7M
5
SPIA
Steward Partners Investment Advisory
New York
$16.8M

Top Sellers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$0
2
UBS Group
UBS Group
Switzerland
$175M
3
AA
Advisory Alpha
Michigan
$0
4
TLP
Trinity Legacy Partners
Texas
$9.53M
5
SAM
Synergy Asset Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
426
Virtue Capital Management
Tennessee
– -$249K -14,232 Closed
Lido Advisors
427
Lido Advisors
California
– -$240K -13,810 Closed
AFC
428
AFT Forsyth & Company
Florida
– -$238K -13,719 Closed
AllianceBernstein
429
AllianceBernstein
Tennessee
– -$209K -12,028 Closed
RWM
430
Ritholtz Wealth Management
New York
– -$198K -11,381 Closed
RIA
431
Realta Investment Advisors
Delaware
– -$185K -10,670 Closed
FCT
432
First Community Trust
Iowa
– -$74.6K -4,300 Closed
GEA
433
Glen Eagle Advisors
New Jersey
– -$34.7K -2,000 Closed
TSWM
434
Tyler-Stone Wealth Management
Ohio
– -$33K -1,900 Closed
WB
435
Webster Bank
Connecticut
– -$26K -1,500 Closed
OWA
436
Opal Wealth Advisors
New York
– -$25.6K -1,475 Closed
RFA
437
Register Financial Advisors
Georgia
– -$18.6K -1,071 Closed
APC
438
Aspire Private Capital
North Carolina
– -$14.9K -860 Closed
TWP
439
Triad Wealth Partners
Kansas
– -$14.3K -823 Closed
OIA
440
Optimum Investment Advisors
Illinois
– -$9.76K -562 Closed
AAG
441
Accordant Advisory Group
Maryland
– -$9.2K -530 Closed
BFA
442
Brown Financial Advisors
Ohio
– -$8.25K -475 Closed
PCM
443
Penserra Capital Management
California
– -$8K -456 Closed
CA
444
Crewe Advisors
Utah
– -$6.41K -369 Closed
CA
445
Continuum Advisory
Idaho
– -$4.58K -264 Closed
RWMG
446
Redwood Wealth Management Group
New Jersey
– -$3.47K -200 Closed
FNWA
447
Financial Network Wealth Advisors
Utah
– -$1.86K -107 Closed
TRCT
448
Tower Research Capital (TRC)
New York
– -$417 -24 Closed
14 15 16 17
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