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First Trust Preferred Securities and Income ETF
FPE

Overview Fund Activity

440 hedge funds and large institutions have $3.71B invested in First Trust Preferred Securities and Income ETF in 2024 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 187 increasing their positions, 123 reducing their positions, and 36 closing their positions.

Holders
440
Holders Change
+29
Holders Change %
+7.06%
% of All Funds
5.86%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.25%
New
76
Increased
187
Reduced
123
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SA
1
Stonebridge Advisors
Connecticut
$40.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$896M
3
MCM
3
MAI Capital Management
Ohio
$27.2M
4
LPL Financial
4
LPL Financial
California
$231M
5
FWP
5
Falcon Wealth Planning
California
$19.2M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$1.53M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$0
3
Barclays
3
Barclays
United Kingdom
$0
4
AO
4
Advisor OS
Illinois
$1.12M
5
FEG
5
Financial Enhancement Group
Indiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CTB
26
Country Trust Bank
Illinois
$24.8M +$400K +22,621 +2%
AWM
27
Affinity Wealth Management
Delaware
$24.3M +$826K +46,652 +4%
IWA
28
Integrity Wealth Advisors
California
$22.2M +$22.2M +1,253,288 New
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$20.7M +$3.19M +180,266 +18%
EWM
30
Empirical Wealth Management
Washington
$19.4M +$570K +32,231 +3%
FWP
31
Falcon Wealth Planning
California
$19.2M +$19.2M +1,082,971 New
Mariner
32
Mariner
Kansas
$17.4M +$8.39M +474,279 +93%
Truist Financial
33
Truist Financial
North Carolina
$17.3M +$682K +38,527 +4%
SPIA
34
Steward Partners Investment Advisory
New York
$16.5M +$37.9K +2,140 +0.2%
PAG
35
Private Advisor Group
New Jersey
$15.6M +$9.21M +520,161 +145%
HWA
36
HCR Wealth Advisors
California
$15.1M -$549K -31,022 -4%
IAA
37
Independent Advisor Alliance
North Carolina
$14.9M +$14.9M +842,311 New
TW
38
Transform Wealth
Colorado
$14.8M +$1.4M +78,828 +10%
MML Investors Services
39
MML Investors Services
Massachusetts
$13.9M +$1.28M +72,303 +10%
Citigroup
40
Citigroup
New York
$13.9M +$1.87M +105,881 +16%
KWA
41
Kingswood Wealth Advisors
California
$13M +$2.05M +116,000 +19%
NRI
42
NFP Retirement Inc
California
$12.9M +$905K +51,123 +8%
AWE
43
Avidian Wealth Enterprises
Texas
$12.2M +$135K +7,628 +1%
WA
44
Waverly Advisors
Alabama
$11.8M +$141K +7,994 +1%
AA
45
Advisory Alpha
Michigan
$11.6M +$11.6M +657,658 New
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$11.3M +$1.35M +76,485 +14%
B
47
Barings
North Carolina
$11.2M – – –
KPWS
48
Kestra Private Wealth Services
Texas
$10.8M +$169K +9,555 +2%
CAG
49
Csenge Advisory Group
Florida
$10.4M +$656K +37,050 +7%
EIA
50
Eldridge Investment Advisors
New Hampshire
$10M -$35K -1,975 -0.3%
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