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First Trust Preferred Securities and Income ETF
FPE

Overview Fund Activity

299 hedge funds and large institutions have $2.17B invested in First Trust Preferred Securities and Income ETF in 2020 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 129 increasing their positions, 88 reducing their positions, and 48 closing their positions.

Holders
299
Holders Change
-5
Holders Change %
-1.64%
% of All Funds
6.6%
Holding in Top 10
23
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.51%
New
51
Increased
129
Reduced
88
Closed
48
Calls
$4K
Puts
$4K
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$702M
2
MMA
2
Miracle Mile Advisors
California
$18.3M
3
MFG
3
Magnus Financial Group
New York
$13.2M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$217M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$22.9M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$0
2
MAP
2
Milestone Advisory Partners
North Carolina
$0
3
TC
3
Trilogy Capital
California
$0
4
Renaissance Technologies
4
Renaissance Technologies
New York
$0
5
Bank of America
5
Bank of America
North Carolina
$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFA
26
American Financial Advisors
Georgia
$14.4M +$2.46M +138,076 +21%
AAP
27
Arax Advisory Partners
Colorado
$13.7M +$662K +40,381 +5%
MFG
28
Magnus Financial Group
New York
$13.2M +$12.7M +777,256 +2,998%
HWA
29
HCR Wealth Advisors
California
$11.4M -$52.8K -3,220 -0.5%
LFAS
30
Level Four Advisory Services
Texas
$10.8M +$10.8M +659,269 New
AAS
31
Avantax Advisory Services
Texas
$10.7M +$790K +48,215 +8%
CCA
32
Clearwater Capital Advisors
Illinois
$9.64M +$2.12M +129,372 +28%
EWM
33
Empirical Wealth Management
Washington
$9.08M -$865K -52,735 -9%
GI
34
Gradient Investments
Minnesota
$9.04M -$523K -31,899 -5%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$8.56M +$4.34M +264,441 +103%
KCM
36
Karp Capital Management
California
$8.24M +$353K +21,547 +4%
First Trust Advisors
37
First Trust Advisors
Illinois
$8.08M -$315K -19,205 -4%
SWP
38
Summit Wealth Partners
Florida
$7.6M +$230K +13,998 +3%
Wells Fargo
39
Wells Fargo
California
$7.38M -$3.07M -186,904 -29%
SIA
40
Soltis Investment Advisors
Utah
$6.8M +$4M +243,973 +143%
IWP
41
Icon Wealth Partners
Texas
$6.59M +$54.4K +3,317 +0.8%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$6.16M +$6.16M +381,404 New
AIM
43
Aspen Investment Management
Michigan
$5.92M +$2.1M +127,795 +55%
AIC
44
Archer Investment Corporation
Indiana
$5.83M +$481K +29,326 +9%
1IA
45
1834 Investment Advisors
Wisconsin
$5.53M +$340K +20,730 +7%
B
46
Barings
North Carolina
$5.35M +$5.35M +325,973 New
WFG
47
Wills Financial Group
Virginia
$5.33M +$32.3K +1,972 +0.6%
MWPCG
48
Measured Wealth Private Client Group
New Hampshire
$5.19M +$450K +27,456 +10%
SWP
49
Stratos Wealth Partners
Ohio
$4.92M +$1.61M +98,077 +49%
UB
50
UMB Bank
Missouri
$4.86M +$3.01M +183,499 +163%
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