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First Trust Preferred Securities and Income ETF
FPE

Overview Fund Activity

420 hedge funds and large institutions have $4.53B invested in First Trust Preferred Securities and Income ETF in 2022 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 151 increasing their positions, 151 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
+15
Holders Change %
+3.7%
% of All Funds
6.65%
Holding in Top 10
36
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.7%
% of All Funds
0.57%
New
59
Increased
151
Reduced
151
Closed
40
Calls
$2.67M
Puts
$1K
Net Calls
+$2.67M
Net Calls Change
+$2.67M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$150M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.15B
3
Jane Street
3
Jane Street
New York
$32.8M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$379M
5
HI
5
Horizon Investments
North Carolina
$18.3M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$79.1M
2
State of Tennessee, Department of Treasury
2
State of Tennessee, Department of Treasury
Tennessee
$29M
3
SWM
3
Southern Wealth Management
Texas
$8.38M
4
UBS Group
4
UBS Group
Switzerland
$273M
5
KCM
5
Karp Capital Management
California
$560K
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
26
Berger Financial Group
Minnesota
$28.3M +$15M +788,579 +113%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$26.3M +$3.38M +177,609 +15%
TLP
28
Trinity Legacy Partners
Texas
$25.1M +$1.72M +90,387 +7%
ST
29
Spinnaker Trust
Maine
$25.1M +$4.52M +237,521 +22%
KAS
30
Kestra Advisory Services
Texas
$24.5M +$1.83M +96,089 +8%
SFI
31
SPC Financial Inc
Maryland
$24.3M +$6.29M +330,818 +35%
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$21M -$2.7M -142,208 -11%
MFG
33
Magnus Financial Group
New York
$19.7M -$286K -15,011 -1%
TNBTD
34
Trustmark National Bank Trust Department
Mississippi
$19.6M -$121K -6,341 -0.6%
SA
35
Stonebridge Advisors
Connecticut
$19M -$9.3M -488,908 -33%
MAP
36
Milestone Advisory Partners
North Carolina
$18.4M -$82.5K -4,337 -0.4%
AAP
37
Arax Advisory Partners
Colorado
$18.3M +$457K +24,045 +3%
HI
38
Horizon Investments
North Carolina
$18.3M +$18.3M +965,263 New
CAG
39
Csenge Advisory Group
Florida
$17.3M -$34K -1,786 -0.2%
HWA
40
HCR Wealth Advisors
California
$17.1M +$1.49M +78,435 +10%
PAG
41
Private Advisor Group
New Jersey
$16.1M +$2.38M +125,088 +17%
1IA
42
1834 Investment Advisors
Wisconsin
$16M +$127K +6,661 +0.8%
EWM
43
Empirical Wealth Management
Washington
$15.5M +$1.21M +63,705 +8%
MML Investors Services
44
MML Investors Services
Massachusetts
$15.2M +$455K +23,947 +3%
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$15M -$62.3K -3,278 -0.4%
AI
46
Atria Investments
North Carolina
$12.4M -$271K -14,254 -2%
Citigroup
47
Citigroup
New York
$12.4M -$1.1M -58,001 -8%
AWE
48
Avidian Wealth Enterprises
Texas
$11.8M +$1.46M +76,752 +14%
WWM
49
Western Wealth Management
Colorado
$11M +$3.64M +191,159 +49%
PI
50
PFS Investments
Georgia
$10.7M +$10.7M +561,702 New
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