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First Trust Preferred Securities and Income ETF
FPE

Overview Fund Activity

440 hedge funds and large institutions have $3.71B invested in First Trust Preferred Securities and Income ETF in 2024 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 187 increasing their positions, 123 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
440
Holders Change
+29
Holders Change %
+7.06%
% of All Funds
5.86%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.25%
New
76
Increased
187
Reduced
123
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SA
Stonebridge Advisors
Connecticut
$40.5M
2
Morgan Stanley
Morgan Stanley
New York
$896M
3
MCM
MAI Capital Management
Ohio
$27.2M
4
LPL Financial
LPL Financial
California
$231M
5
FWP
Falcon Wealth Planning
California
$19.2M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$1.53M
2
Renaissance Technologies
Renaissance Technologies
New York
$0
3
Barclays
Barclays
United Kingdom
$0
4
AO
Advisor OS
Illinois
$1.12M
5
FEG
Financial Enhancement Group
Indiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Mirae Asset Global Investments
451
Mirae Asset Global Investments
South Korea
– -$1.22M -67,000 Closed
CIS
452
Custom Index Systems
New York
– -$758K -41,889 Closed
FTS
453
Fifth Third Securities
Ohio
– -$664K -36,681 Closed
CSPIA
454
Cary Street Partners Investment Advisory
Virginia
– -$554K -30,619 Closed
CA
455
Cornerstone Advisory
Maryland
– -$541K -29,908 Closed
Citadel Advisors
456
Citadel Advisors
Florida
– -$486K -26,862 Closed
SDAM
457
Shulman DeMeo Asset Management
New York
– -$395K -21,849 Closed
IFS
458
Ifrah Financial Services
Arkansas
– -$335K -18,518 Closed
AP
459
Americana Partners
Texas
– -$299K -16,509 Closed
BCI
460
Brinker Capital Investments
Pennsylvania
– -$298K -16,470 Closed
OPS
461
Orion Portfolio Solutions
Nebraska
– -$298K -16,470 Closed
AWAG
462
ARS Wealth Advisors Group
Florida
– -$248K -13,729 Closed
RW
463
RVW Wealth
California
– -$245K -13,557 Closed
MFG
464
Merit Financial Group
Georgia
– -$199K -10,993 Closed
SW
465
Simplicity Wealth
New Jersey
– -$186K -10,254 Closed
Qube Research & Technologies (QRT)
466
Qube Research & Technologies (QRT)
United Kingdom
– -$183K -10,131 Closed
VVP
467
Venture Visionary Partners
Ohio
– -$183K -10,104 Closed
KWS
468
Keystone Wealth Services
California
– -$182K -10,075 Closed
CPA
469
Clear Point Advisors
New York
– -$141K -7,770 Closed
EWP
470
Elevation Wealth Partners
California
– -$54.4K -3,004 Closed
PMFA
471
Plante Moran Financial Advisors
Michigan
– -$46.4K -2,562 Closed
DWM
472
Darwin Wealth Management
Florida
– -$12.8K -710 Closed
FAM
473
Flaharty Asset Management
Florida
– -$11.7K -647 Closed
BHWM
474
Beaird Harris Wealth Management
Texas
– -$10.1K -560 Closed
CB
475
Community Bank
New York
– -$6.37K -352 Closed
16 17 18
19
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