FPE icon

First Trust Preferred Securities and Income ETF

404 hedge funds and large institutions have $3.7B invested in First Trust Preferred Securities and Income ETF in 2022 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 109 increasing their positions, 192 reducing their positions, and 56 closing their positions.

Holders
404
Holders Change
-16
Holders Change %
-3.81%
% of All Funds
6.83%
Holding in Top 10
28
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-22.22%
% of All Funds
0.47%
New
44
Increased
109
Reduced
192
Closed
56
Calls
$291K
Puts
$174K
Net Calls
+$117K
Net Calls Change
-$2.56M
Name Holding Trade Value Shares
Change
Shares
Change %
TLP
26
Trinity Legacy Partners
Texas
$22M -$837K -48,183 -4%
State of Tennessee, Department of Treasury
27
State of Tennessee, Department of Treasury
Tennessee
$21.7M -$4.65M -269,700 -18%
SFWA
28
Summit Financial Wealth Advisors
Louisiana
$19.6M -$7.54M -424,469 -28%
KAS
29
Kestra Advisory Services
Texas
$19.6M -$2.61M -151,362 -12%
MFG
30
Magnus Financial Group
New York
$18.3M +$495K +28,708 +3%
AAP
31
Arax Advisory Partners
Colorado
$17.5M +$925K +53,657 +6%
TNBTD
32
Trustmark National Bank Trust Department
Mississippi
$17.3M -$430K -24,976 -2%
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$17.3M -$1.71M -99,215 -9%
CAG
34
Csenge Advisory Group
Florida
$16.7M +$1.06M +61,747 +7%
MML Investors Services
35
MML Investors Services
Massachusetts
$16.5M +$2.77M +160,878 +20%
Jane Street
36
Jane Street
New York
$15.1M -$14.6M -847,576 -49%
HWA
37
HCR Wealth Advisors
California
$15M -$525K -30,467 -3%
EWM
38
Empirical Wealth Management
Washington
$14.4M +$340K +19,731 +2%
WWM
39
Western Wealth Management
Colorado
$13.4M +$3.42M +198,690 +34%
BFG
40
Bouchey Financial Group
New York
$12.4M +$12.4M +716,840 New
AWE
41
Avidian Wealth Enterprises
Texas
$11.5M +$800K +46,407 +7%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$10.2M -$3.4M -197,165 -25%
HI
43
Harbour Investments
Wisconsin
$9.66M +$9.66M +560,884 New
PAG
44
Private Advisor Group
New Jersey
$9.32M -$5.31M -307,961 -36%
FA
45
Flagstar Advisors
New York
$9.28M +$321K +18,624 +4%
Comerica Bank
46
Comerica Bank
Texas
$9.13M +$83K +4,730 +0.9%
SFG
47
StrategIQ Financial Group
Indiana
$9.07M +$996K +57,813 +12%
AIC
48
Archer Investment Corporation
Indiana
$8.89M -$550K -31,917 -6%
MAG
49
Members Advisory Group
New York
$8.84M -$234K -13,537 -3%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$8.46M +$856K +49,674 +11%