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First Trust Preferred Securities and Income ETF
FPE

445 hedge funds and large institutions have $3.72B invested in First Trust Preferred Securities and Income ETF in 2024 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 187 increasing their positions, 124 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 36

51% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 124

18% more funds holding in top 10

Funds holding in top 10: 17 → 20 (+3)

8% more funds holding

Funds holding: 413 → 445 (+32)

6% more capital invested

Capital invested by funds: $3.51B → $3.72B (+$208M)

2.92% more ownership

Funds ownership: 62.59% → 65.51% (+2.9%)

Holders
445
Holders Change
+32
Holders Change %
+7.75%
% of All Funds
5.86%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.26%
New
79
Increased
187
Reduced
124
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SA
Stonebridge Advisors
Connecticut
+$37.7M
2
Morgan Stanley
Morgan Stanley
New York
+$33.6M
3
MCM
MAI Capital Management
Ohio
+$27.6M
4
LPL Financial
LPL Financial
California
+$20.7M
5
FWP
Falcon Wealth Planning
California
+$19.4M

Top Sellers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
-$26.2M
2
Renaissance Technologies
Renaissance Technologies
New York
-$20.3M
3
Barclays
Barclays
United Kingdom
-$12.8M
4
AO
Advisor OS
Illinois
-$7.9M
5
FEG
Financial Enhancement Group
Indiana
-$7.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
476
Plante Moran Financial Advisors
Michigan
– -$46.4K -2,562 Closed
DWM
477
Darwin Wealth Management
Florida
– -$12.8K -710 Closed
FAM
478
Flaharty Asset Management
Florida
– -$11.7K -647 Closed
BHWM
479
Beaird Harris Wealth Management
Texas
– -$10.1K -560 Closed
CB
480
Community Bank
New York
– -$6.37K -352 Closed
CB
481
CNB Bank
Pennsylvania
– -$6.33K -350 Closed
PW
482
Paladin Wealth
Minnesota
– -$2.99K -165 Closed
KFI
483
Key Financial Inc
Pennsylvania
– -$2.3K -127 Closed
16 17 18 19
20

FPE Hedge Fund Activity: Q4 2024 in Review

445 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Preferred Securities and Income ETF (FPE) for Q4 2024, worth a combined $3.72B — up 5.9% from $3.51B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new FPE positions and 36 closed out — a net gain of 43 holders — while 187 added to existing stakes and 124 trimmed.

The largest buyer was Stonebridge Advisors, adding an estimated $37.7M. The largest seller was International Assets Investment Management, cutting an estimated $26.2M.

  • 445 institutional investors held First Trust Preferred Securities and Income ETF (FPE) as of Q4 2024, up from 413 in Q3 2024.
  • Funds reported $3.72B of First Trust Preferred Securities and Income ETF stock for Q4 2024, up 5.9% quarter-over-quarter.
  • 79 funds opened new First Trust Preferred Securities and Income ETF positions in Q4 2024 and 36 closed out, a net change of +43 holders.
  • The largest First Trust Preferred Securities and Income ETF buyer in Q4 2024 was Stonebridge Advisors, an estimated $37.7M added.
  • The largest First Trust Preferred Securities and Income ETF seller in Q4 2024 was International Assets Investment Management, an estimated $26.2M sold.

Based on aggregated 13F filings for Q4 2024.