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First Trust Preferred Securities and Income ETF
FPE

Overview Fund Activity

303 hedge funds and large institutions have $2.59B invested in First Trust Preferred Securities and Income ETF in 2020 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 113 increasing their positions, 102 reducing their positions, and 39 closing their positions.

Holders
303
Holders Change
+4
Holders Change %
+1.34%
% of All Funds
6.23%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.43%
New
46
Increased
113
Reduced
102
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Grimes & Company
Massachusetts
$66.5M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$62.3M
3
CCA
3
Clearwater Capital Advisors
Illinois
$20.7M
4
UBS Group
4
UBS Group
Switzerland
$187M
5
Morgan Stanley
5
Morgan Stanley
New York
$798M

Top Sellers

1
EVM
1
Eaton Vance Management
Massachusetts
$31.3M
2
AFA
2
American Financial Advisors
Georgia
$4.03M
3
GI
3
Gradient Investments
Minnesota
$5.02M
4
Bank of America
4
Bank of America
North Carolina
$130M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$28.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
26
Beacon Financial Group
Texas
$17.6M +$504K +27,394 +3%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$16.1M -$238K -12,909 -1%
AAP
28
Arax Advisory Partners
Colorado
$15.7M +$287K +15,602 +2%
MFG
29
Magnus Financial Group
New York
$15.3M +$494K +26,839 +3%
MML Investors Services
30
MML Investors Services
Massachusetts
$15.2M -$3.21M -174,486 -17%
HWA
31
HCR Wealth Advisors
California
$12.7M -$239K -12,903 -2%
AAS
32
Avantax Advisory Services
Texas
$11.5M -$444K -24,120 -4%
SWP
33
Stratos Wealth Partners
Ohio
$10.6M +$5.11M +277,255 +92%
KCM
34
Karp Capital Management
California
$9.86M +$601K +32,616 +6%
LFAS
35
Level Four Advisory Services
Texas
$9.24M -$2.89M -157,258 -24%
First Trust Advisors
36
First Trust Advisors
Illinois
$9.21M +$139K +7,523 +2%
EWM
37
Empirical Wealth Management
Washington
$8.93M -$1.27M -68,847 -12%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$8.38M -$1.23M -66,817 -13%
SWP
39
Summit Wealth Partners
Florida
$7.9M -$644K -34,979 -8%
SIA
40
Soltis Investment Advisors
Utah
$7.54M -$91.3K -4,956 -1%
UB
41
UMB Bank
Missouri
$7.32M +$1.87M +101,334 +34%
IWP
42
Icon Wealth Partners
Texas
$7.26M -$134K -7,254 -2%
Wells Fargo
43
Wells Fargo
California
$7.16M -$1.13M -61,455 -14%
1IA
44
1834 Investment Advisors
Wisconsin
$6.79M +$578K +31,393 +9%
CAG
45
Csenge Advisory Group
Florida
$6.57M +$2.2M +119,392 +50%
GIA
46
Gladstone Institutional Advisory
Florida
$6.49M +$5.59M +303,620 +623%
AIC
47
Archer Investment Corporation
Indiana
$6.42M -$130K -7,060 -2%
MWPCG
48
Measured Wealth Private Client Group
New Hampshire
$6.31M +$479K +26,012 +8%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$6.11M -$971K -52,294 -14%
TC
50
Trilogy Capital
California
$6.07M +$6.07M +322,583 New
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