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First Trust Preferred Securities and Income ETF
FPE

Overview Fund Activity

74 hedge funds and large institutions have $477M invested in First Trust Preferred Securities and Income ETF in 2016 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 11 reducing their positions, and 12 closing their positions.

Holders
74
Holders Change
-1
Holders Change %
-1.33%
% of All Funds
1.98%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
13
Increased
43
Reduced
11
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$186M
2
UBS Group
2
UBS Group
Switzerland
$41.6M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$12.1M
4
Bank of America
4
Bank of America
North Carolina
$35.5M
5
MMA
5
Miracle Mile Advisors
California
$29.1M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$25.2M
2
AIG
2
American International Group
New York
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$36.7M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$0
5
VFS
5
VSR Financial Services
Kansas
$3.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAS
51
Brown Advisory Securities
Maryland
$259K +$15.2K +800 +6%
CAL
52
Capital Advisors Ltd
Ohio
$253K +$243K +12,771 +2,348%
IH
53
IFC Holdings
Florida
$251K -$145K -7,614 -37%
BRWA
54
B. Riley Wealth Advisors
Florida
$243K +$1.43K +143 +0.6%
NPC
55
National Planning Corporation
California
$235K -$25.1K -1,285 -10%
UR
56
USCA RIA
Texas
$235K +$209 +11 +0.1%
Ameriprise
57
Ameriprise
Minnesota
$200K +$200K +10,538 New
JIP
58
Jaffetilchin Investment Partners
Florida
$193K +$193K +10,162 New
WC
59
Whitnell & Co
Illinois
$189K +$189K +9,960 New
WT
60
Whittier Trust
California
$95K – – –
BFEC
61
Benjamin F. Edwards & Company
Missouri
$69K +$24.2K +1,275 +54%
Manulife (Manufacturers Life Insurance)
62
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$51K +$51K +2,694 New
WA
63
WFG Advisors
Texas
$48K +$38.4K +2,000 +400%
CFA
64
Carroll Financial Associates
North Carolina
$39K +$39K +2,100 New
WEC
65
Winslow Evans & Crocker
Massachusetts
$35.7K +$7.15K +376 +25%
SAM
66
Shamrock Asset Management
Texas
$30K – – –
Citigroup
67
Citigroup
New York
$30K +$30K +1,600 New
GWM
68
Geneos Wealth Management
Colorado
$29K – – –
Creative Planning
69
Creative Planning
Kansas
$25K – – –
SEI Investments
70
SEI Investments
Pennsylvania
$19K +$19K +1,000 New
DADC
71
D.A. Davidson & Co
Montana
$15K – – –
TRCT
72
Tower Research Capital (TRC)
New York
$2K +$2K +100 New
FHC
73
First Heartland Consultants
Missouri
$1.85K +$80 +4,190 +4%
AT
74
Arden Trust
Delaware
$709 -$28 -1,491 -4%
AIG
75
American International Group
New York
– -$8.63M -462,202 Closed
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