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First Trust Preferred Securities and Income ETF
FPE

Overview Fund Activity

180 hedge funds and large institutions have $1.51B invested in First Trust Preferred Securities and Income ETF in 2017 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 83 increasing their positions, 21 reducing their positions, and 16 closing their positions.

Holders
180
Holders Change
+44
Holders Change %
+32.35%
% of All Funds
4.09%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.3%
New
60
Increased
83
Reduced
21
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$498M
2
HWA
2
HCR Wealth Advisors
California
$25.6M
3
FAM
3
Flaharty Asset Management
Florida
$18.5M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$148M
5
QAM
5
QCI Asset Management
New York
$15.9M

Top Sellers

1
MMA
1
Miracle Mile Advisors
California
$0
2
ACM
2
Aviance Capital Management
Florida
$32.9M
3
ICOA
3
Investment Centers of America
North Dakota
$0
4
PCM
4
Price Capital Management
Louisiana
$0
5
CS
5
Credit Suisse
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PFS
51
Prospera Financial Services
Texas
$3.01M +$75.3K +3,767 +3%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$3M +$916K +45,747 +44%
AIM
53
Aspen Investment Management
Michigan
$2.97M +$85.3K +4,262 +3%
EDRIA
54
Edmonds Duncan Registered Investment Advisors
Kansas
$2.89M -$152K -7,613 -5%
Millennium Management
55
Millennium Management
New York
$2.84M +$463K +23,158 +19%
PFA
56
Pinnacle Family Advisors
Missouri
$2.72M -$42.5K -2,125 -2%
WI
57
Wintrust Investments
Illinois
$2.66M +$177K +8,869 +7%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$2.54M +$375K +18,717 +17%
CA
59
Cetera Advisors
Colorado
$2.47M +$249K +12,432 +11%
MHS
60
M Holdings Securities
Oregon
$2.47M +$568K +28,370 +30%
Wells Fargo
61
Wells Fargo
California
$2.46M +$295K +14,726 +14%
LA
62
LexAurum Advisors
Kansas
$2.45M +$2.45M +122,067 New
SI
63
SII Investments
Wisconsin
$2.3M +$37.7K +1,880 +2%
WA
64
WESPAC Advisors
California
$2.19M -$1.61M -80,509 -42%
CPIA
65
Cornell Pochily Investment Advisors
New York
$2.14M +$2.14M +107,080 New
BCM
66
Bluefin Capital Management
New York
$2.11M +$1.7M +84,831 +409%
MA
67
Mutual Advisors
Nebraska
$2.11M +$2.11M +105,406 New
ST
68
Spinnaker Trust
Maine
$1.99M +$19.9K +994 +1%
FAIM
69
Financial Advocates Investment Management
Washington
$1.95M +$1.95M +97,445 New
SAM
70
Stringer Asset Management
Tennessee
$1.82M +$1.82M +91,104 New
FWM
71
Frontier Wealth Management
Missouri
$1.71M -$80K -3,997 -4%
NMC
72
Nine Masts Capital
Hong Kong
$1.66M +$1.66M +83,100 New
Mirae Asset Global Investments
73
Mirae Asset Global Investments
South Korea
$1.62M – – –
LA
74
LVW Advisors
New York
$1.49M +$5.24K +262 +0.4%
LFAS
75
Level Four Advisory Services
Texas
$1.48M +$1.48M +73,946 New
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3
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