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First Trust Preferred Securities and Income ETF
FPE

Overview Fund Activity

74 hedge funds and large institutions have $477M invested in First Trust Preferred Securities and Income ETF in 2016 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 11 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
-1
Holders Change %
-1.33%
% of All Funds
1.98%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
13
Increased
43
Reduced
11
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$186M
2
UBS Group
2
UBS Group
Switzerland
$41.6M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$12.1M
4
Bank of America
4
Bank of America
North Carolina
$35.5M
5
MMA
5
Miracle Mile Advisors
California
$29.1M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$25.2M
2
AIG
2
American International Group
New York
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$36.7M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$0
5
VFS
5
VSR Financial Services
Kansas
$3.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
26
SII Investments
Wisconsin
$1.46M +$54.1K +2,848 +4%
PNC
27
Park National Corp
Ohio
$1.46M +$1.01M +53,246 +228%
CAN
28
Cetera Advisor Networks
California
$1.32M +$328K +17,203 +33%
IA
29
IFP Advisors
Florida
$1.25M +$338K +17,793 +37%
Wells Fargo
30
Wells Fargo
California
$1.22M +$198K +10,401 +19%
FEG
31
Financial Enhancement Group
Indiana
$1.2M +$18.9K +992 +2%
CA
32
Cetera Advisors
Colorado
$1.17M +$244K +12,790 +26%
TC
33
Telemus Capital
Michigan
$1.14M – – –
ACM
34
Argentus Capital Management
Texas
$1.09M -$976K -51,341 -47%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$1.04M +$73.3K +3,853 +8%
HCIA
36
Hochman Cole Investment Advisors
Illinois
$943K +$594K +31,221 +170%
VKH
37
Virtu KCG Holdings
New York
$902K +$902K +47,428 New
SAM
38
Stringer Asset Management
Tennessee
$865K -$51.1K -2,688 -6%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$771K +$548K +28,803 +245%
ONB
40
Old National Bancorp
Indiana
$635K -$173K -9,077 -21%
BIG
41
Bellwether Investment Group
Tennessee
$586K +$586K +30,806 New
SWP
42
Stratos Wealth Partners
Ohio
$502K +$502K +26,380 New
NFG
43
Next Financial Group
Texas
$487K +$68.8K +3,622 +16%
WA
44
WESPAC Advisors
California
$446K +$110K +5,805 +33%
ASN
45
Advisory Services Network
Georgia
$444K +$266 +14 +0.1%
GS
46
Girard Securities
California
$378K -$74.3K -3,925 -16%
ISB
47
Iowa State Bank
Iowa
$337K +$337K +17,704 New
ICOA
48
Investment Centers of America
North Dakota
$323K +$15.9K +831 +5%
LWAC
49
Laurel Wealth Advisors (California)
California
$299K +$40.2K +2,114 +16%
LA
50
LVW Advisors
New York
$270K – – –
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