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First Trust Preferred Securities and Income ETF
FPE

Overview Fund Activity

411 hedge funds and large institutions have $3.51B invested in First Trust Preferred Securities and Income ETF in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 175 increasing their positions, 135 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
+8
Holders Change %
+1.99%
% of All Funds
5.95%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.25%
New
47
Increased
175
Reduced
135
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$883M
2
Wells Fargo
2
Wells Fargo
California
$231M
3
LPL Financial
3
LPL Financial
California
$215M
4
Ameriprise
4
Ameriprise
Minnesota
$24.7M
5
SPIA
5
Steward Partners Investment Advisory
New York
$16.8M

Top Sellers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$0
2
UBS Group
2
UBS Group
Switzerland
$175M
3
AA
3
Advisory Alpha
Michigan
$0
4
TLP
4
Trinity Legacy Partners
Texas
$9.53M
5
SAM
5
Synergy Asset Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$24M -$2.5M -137,872 -9%
Renaissance Technologies
27
Renaissance Technologies
New York
$20.3M +$6.88M +380,112 +51%
EWM
28
Empirical Wealth Management
Washington
$19.2M -$174K -9,631 -0.9%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$17.9M +$4.07M +224,647 +29%
Truist Financial
30
Truist Financial
North Carolina
$17M -$324K -17,907 -2%
SPIA
31
Steward Partners Investment Advisory
New York
$16.8M +$14.5M +799,501 +619%
HWA
32
HCR Wealth Advisors
California
$16M +$128K +7,097 +0.8%
TW
33
Transform Wealth
Colorado
$13.7M +$684K +37,810 +5%
MML Investors Services
34
MML Investors Services
Massachusetts
$12.9M +$337K +18,609 +3%
Barclays
35
Barclays
United Kingdom
$12.8M +$12.8M +709,300 New
AWE
36
Avidian Wealth Enterprises
Texas
$12.3M +$94.4K +5,214 +0.8%
Citigroup
37
Citigroup
New York
$12.3M +$1.64M +90,800 +15%
NRI
38
NFP Retirement Inc
California
$12.2M +$702K +38,780 +6%
WA
39
Waverly Advisors
Alabama
$11.9M -$72.2K -3,987 -0.6%
Focus Partners Wealth
40
Focus Partners Wealth
Massachusetts
$11.8M +$1.44M +45,259 +14%
B
41
Barings
North Carolina
$11.5M – – –
KWA
42
Kingswood Wealth Advisors
California
$11.2M +$10.7M +589,573 +1,990%
KPWS
43
Kestra Private Wealth Services
Texas
$10.9M +$866K +47,840 +9%
EIA
44
Eldridge Investment Advisors
New Hampshire
$10.3M +$338K +18,689 +3%
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$10.1M +$522K +28,854 +5%
CAG
46
Csenge Advisory Group
Florida
$10M +$2.36K +130 +0%
TLP
47
Trinity Legacy Partners
Texas
$9.53M -$8.09M -446,495 -46%
Mariner
48
Mariner
Kansas
$9.24M +$705K +38,977 +8%
AO
49
Advisor OS
Illinois
$9.1M +$8.34M +460,620 +1,088%
AIP
50
Ameritas Investment Partners
Nebraska
$8.61M +$1.19M +65,793 +16%
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