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First Trust Preferred Securities and Income ETF
FPE

Overview Fund Activity

354 hedge funds and large institutions have $4.12B invested in First Trust Preferred Securities and Income ETF in 2021 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 190 increasing their positions, 69 reducing their positions, and 26 closing their positions.

Holders
354
Holders Change
+24
Holders Change %
+7.27%
% of All Funds
6.18%
Holding in Top 10
36
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+20%
% of All Funds
0.63%
New
51
Increased
190
Reduced
69
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.07B
2
AWM
2
AE Wealth Management
Kansas
$49.4M
3
UBS Group
3
UBS Group
Switzerland
$267M
4
Wells Fargo
4
Wells Fargo
California
$49.7M
5
LPL Financial
5
LPL Financial
California
$161M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$0
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$21.2M
3
KCM
3
Karp Capital Management
California
$0
4
NDSI
4
Newman Dignan & Sheerar Inc
Rhode Island
$0
5
TC
5
Trilogy Capital
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Renaissance Technologies
26
Renaissance Technologies
New York
$24.7M +$18.9M +917,300 +327%
TLP
27
Trinity Legacy Partners
Texas
$24.4M -$2.68M -129,911 -10%
TNBTD
28
Trustmark National Bank Trust Department
Mississippi
$23.4M -$970K -47,080 -4%
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$22.7M – – –
Qube Research & Technologies (QRT)
30
Qube Research & Technologies (QRT)
United Kingdom
$21.2M -$26.7M -1,295,526 -56%
Barclays
31
Barclays
United Kingdom
$21.2M +$14.6M +706,603 +218%
KAS
32
Kestra Advisory Services
Texas
$21M +$545K +26,437 +3%
MFG
33
Magnus Financial Group
New York
$20.8M +$891K +43,257 +4%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$20.8M +$1.66M +80,377 +9%
ST
35
Spinnaker Trust
Maine
$20M +$3M +145,427 +18%
CAG
36
Csenge Advisory Group
Florida
$18.7M +$289K +14,002 +2%
AAP
37
Arax Advisory Partners
Colorado
$18.1M +$18.1M +880,841 New
MAP
38
Milestone Advisory Partners
North Carolina
$16.7M +$232K +11,249 +1%
HWA
39
HCR Wealth Advisors
California
$16.3M -$133K -6,479 -0.8%
1IA
40
1834 Investment Advisors
Wisconsin
$14.4M +$1.06M +51,488 +8%
BFG
41
Berger Financial Group
Minnesota
$14M +$396K +19,201 +3%
Citigroup
42
Citigroup
New York
$13.2M +$5M +242,739 +61%
MML Investors Services
43
MML Investors Services
Massachusetts
$13.2M +$1.36M +65,857 +11%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$13M +$4.06M +197,036 +46%
EWM
45
Empirical Wealth Management
Washington
$12.7M +$2.98M +144,472 +31%
LFAS
46
Level Four Advisory Services
Texas
$12.2M +$300K +14,587 +3%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$11.7M -$310K -15,050 -3%
HI
48
Harbour Investments
Wisconsin
$11.5M +$758K +36,817 +7%
SWP
49
ShoreHaven Wealth Partners
New Jersey
$11.2M +$2.6M +126,001 +30%
CWM
50
Comprehensive Wealth Management
Washington
$10.3M -$200K -9,700 -2%
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