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First Trust Preferred Securities and Income ETF
FPE

Overview Fund Activity

331 hedge funds and large institutions have $3.28B invested in First Trust Preferred Securities and Income ETF in 2020 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 146 increasing their positions, 81 reducing their positions, and 17 closing their positions.

Holders
331
Holders Change
+44
Holders Change %
+15.33%
% of All Funds
5.87%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.44%
New
63
Increased
146
Reduced
81
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$75.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$925M
3
MAP
3
Milestone Advisory Partners
North Carolina
$16.1M
4
ST
4
Spinnaker Trust
Maine
$14.6M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$34.6M

Top Sellers

1
TC
1
Trilogy Capital
California
$0
2
AWE
2
Avidian Wealth Enterprises
Texas
$0
3
TW
3
Transform Wealth
Colorado
$788K
4
GIA
4
Gladstone Institutional Advisory
Florida
$7.2M
5
SWP
5
Stratos Wealth Partners
Ohio
$8.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$23.6M +$4.98M +246,836 +27%
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$22.7M – – –
KAS
28
Kestra Advisory Services
Texas
$21.1M +$944K +46,656 +5%
MFG
29
Magnus Financial Group
New York
$18.9M +$1.08M +53,562 +6%
AAP
30
Arax Advisory Partners
Colorado
$17.4M -$175K -8,670 -1%
HWA
31
HCR Wealth Advisors
California
$17.2M +$378K +18,719 +2%
BFG
32
Beacon Financial Group
Texas
$16.5M +$260K +12,851 +2%
MAP
33
Milestone Advisory Partners
North Carolina
$16.1M +$16.1M +796,182 New
SWM
34
Southern Wealth Management
Texas
$15.7M +$2.67M +132,393 +20%
ST
35
Spinnaker Trust
Maine
$14.6M +$14.6M +724,959 New
CAG
36
Csenge Advisory Group
Florida
$14.2M +$4.91M +243,295 +53%
BFG
37
Berger Financial Group
Minnesota
$12.8M +$12.8M +632,496 New
KCM
38
Karp Capital Management
California
$11.6M +$246K +12,208 +2%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$11.4M +$6.48M +321,186 +131%
LFAS
40
Level Four Advisory Services
Texas
$11.1M -$1.13M -55,978 -9%
EWM
41
Empirical Wealth Management
Washington
$10.1M +$172K +8,524 +2%
UB
42
UMB Bank
Missouri
$9.92M +$1.9M +93,932 +24%
1IA
43
1834 Investment Advisors
Wisconsin
$9.88M +$757K +37,504 +8%
MML Investors Services
44
MML Investors Services
Massachusetts
$9.39M -$71K -3,515 -0.7%
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$9.38M -$1.49M -73,552 -14%
Wells Fargo
46
Wells Fargo
California
$9.05M -$67.4K -3,339 -0.7%
First Trust Advisors
47
First Trust Advisors
Illinois
$8.73M +$467K +23,114 +6%
SWP
48
ShoreHaven Wealth Partners
New Jersey
$8.67M +$8.67M +429,638 New
AO
49
Advisor OS
Illinois
$8.54M +$631K +31,238 +8%
OMC
50
Old Mission Capital
Illinois
$8.54M +$8.54M +423,159 New
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