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First Trust Preferred Securities and Income ETF
FPE

Overview Fund Activity

396 hedge funds and large institutions have $3.1B invested in First Trust Preferred Securities and Income ETF in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 143 increasing their positions, 152 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
-27
Holders Change %
-6.38%
% of All Funds
6.34%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.3%
New
40
Increased
143
Reduced
152
Closed
58
Calls
$105K
Puts
$37K
Net Calls
+$68K
Net Calls Change
-$536K

Top Buyers

1
State of Tennessee, Department of Treasury
1
State of Tennessee, Department of Treasury
Tennessee
$55.2M
2
Wells Fargo
2
Wells Fargo
California
$172M
3
Morgan Stanley
3
Morgan Stanley
New York
$835M
4
KAS
4
Kestra Advisory Services
Texas
$28.2M
5
LPL Financial
5
LPL Financial
California
$156M

Top Sellers

1
Jane Street
1
Jane Street
New York
$25.8M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$10.3M
3
SA
3
Stonebridge Advisors
Connecticut
$10.3M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$308M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWE
26
Avidian Wealth Enterprises
Texas
$16.4M +$8.24M +516,258 +101%
EWM
27
Empirical Wealth Management
Washington
$15.8M +$907K +56,839 +6%
TLP
28
Trinity Legacy Partners
Texas
$15.8M +$445K +27,891 +3%
TNBTD
29
Trustmark National Bank Trust Department
Mississippi
$14.7M +$691K +43,296 +5%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$13.1M +$703K +43,167 +6%
HWA
31
HCR Wealth Advisors
California
$12.7M -$399K -24,973 -3%
BFG
32
Bouchey Financial Group
New York
$12.3M +$50K +3,133 +0.4%
GI
33
Gradient Investments
Minnesota
$11.2M +$3.13M +196,140 +39%
RCIM
34
Red Cedar Investment Management
Michigan
$11.1M +$16K +1,005 +0.1%
CCA
35
Clearwater Capital Advisors
Illinois
$10.9M -$7.98M -500,085 -42%
SFG
36
StrategIQ Financial Group
Indiana
$10.3M +$506K +31,683 +5%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$10.3M -$73.6M -4,612,892 -88%
SA
38
Stonebridge Advisors
Connecticut
$10.3M -$40.9M -2,564,872 -80%
TW
39
Transform Wealth
Colorado
$10M +$81.6K +5,111 +0.8%
HI
40
Harbour Investments
Wisconsin
$9.3M -$853K -53,420 -8%
CAG
41
Csenge Advisory Group
Florida
$8.91M -$154K -9,646 -2%
FA
42
Flagstar Advisors
New York
$8.1M +$38.9K +2,435 +0.5%
CAN
43
Cetera Advisor Networks
California
$8.01M +$547K +34,297 +7%
Citigroup
44
Citigroup
New York
$7.83M +$1.48M +92,821 +23%
Mariner
45
Mariner
Kansas
$7.7M +$1.46M +91,420 +23%
PAG
46
Private Advisor Group
New Jersey
$7.5M -$415K -26,018 -5%
FEG
47
Financial Enhancement Group
Indiana
$7.01M +$788K +50,553 +13%
EH
48
Equitable Holdings
New York
$6.93M +$356K +22,313 +5%
MOS
49
MGO One Seven
Ohio
$6.91M +$3.48M +217,802 +101%
NRI
50
NFP Retirement Inc
California
$6.67M +$1.06M +66,656 +19%
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