FPE icon

First Trust Preferred Securities and Income ETF
FPE

Overview Fund Activity

128 hedge funds and large institutions have $1.13B invested in First Trust Preferred Securities and Income ETF in 2017 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 74 increasing their positions, 7 reducing their positions, and 8 closing their positions.

Holders
128
Holders Change
+21
Holders Change %
+19.63%
% of All Funds
3.2%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
31
Increased
74
Reduced
7
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$373M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$19.4M
3
Bank of America
3
Bank of America
North Carolina
$70.9M
4
ACM
4
Aviance Capital Management
Florida
$27M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$120M

Top Sellers

1
JIP
1
Jaffetilchin Investment Partners
Florida
$0
2
Jane Street
2
Jane Street
New York
$0
3
BCM
3
Bluefin Capital Management
New York
$0
4
FIM
4
Freedom Investment Management
Connecticut
$0
5
SPC
5
Sigma Planning Corp
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
51
SSI Investment Management
California
$1.98M +$1.98M +98,795 New
Wells Fargo
52
Wells Fargo
California
$1.96M +$1.75M +87,541 +826%
JPMorgan Chase & Co
53
JPMorgan Chase & Co
New York
$1.93M +$104K +5,176 +6%
ST
54
Spinnaker Trust
Maine
$1.91M +$329K +16,443 +21%
MHS
55
M Holdings Securities
Oregon
$1.89M +$1.89M +94,243 New
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$1.88M +$99.3K +4,956 +6%
ICOA
57
Investment Centers of America
North Dakota
$1.82M +$658K +32,845 +56%
Millennium Management
58
Millennium Management
New York
$1.8M +$728K +36,354 +68%
FWM
59
Frontier Wealth Management
Missouri
$1.61M +$24.3K +1,215 +2%
CA
60
Cetera Advisors
Colorado
$1.51M +$228K +11,404 +18%
LA
61
LVW Advisors
New York
$1.48M +$9.84K +492 +0.7%
HCIA
62
Hochman Cole Investment Advisors
Illinois
$1.28M +$124K +6,209 +11%
HFS
63
HL Financial Services
Kentucky
$1.25M -$331K -16,557 -21%
FLI
64
Family Legacy Inc
South Carolina
$1.24M +$1.24M +61,808 New
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$1.22M +$1.22M +60,855 New
PAG
66
Private Advisor Group
New Jersey
$1.19M +$427K +21,297 +56%
Mirae Asset Global Investments
67
Mirae Asset Global Investments
South Korea
$1.18M +$1.18M +58,800 New
SG
68
StoneX Group
New York
$1.15M +$1.15M +57,380 New
BRWA
69
B. Riley Wealth Advisors
Florida
$1.03M +$38.5K +1,923 +4%
FA
70
FDx Advisors
Illinois
$1.02M -$259K -12,964 -20%
CS
71
Comerica Securities
Michigan
$840K +$106K +5,303 +14%
TC
72
Telemus Capital
Michigan
$800K – – –
NWM
73
Northwest Wealth Management
Iowa
$754K +$160K +7,975 +27%
SAM
74
Shamrock Asset Management
Texas
$696K -$156K -7,816 -18%
OC
75
Oppenheimer & Co
New York
$661K +$248K +12,398 +60%
1 2
3
4 5