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First Trust Preferred Securities and Income ETF
FPE

Overview Fund Activity

331 hedge funds and large institutions have $3.28B invested in First Trust Preferred Securities and Income ETF in 2020 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 146 increasing their positions, 81 reducing their positions, and 17 closing their positions.

Holders
331
Holders Change
+44
Holders Change %
+15.33%
% of All Funds
5.87%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.44%
New
63
Increased
146
Reduced
81
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$75.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$925M
3
MAP
3
Milestone Advisory Partners
North Carolina
$16.1M
4
ST
4
Spinnaker Trust
Maine
$14.6M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$34.6M

Top Sellers

1
TC
1
Trilogy Capital
California
$0
2
AWE
2
Avidian Wealth Enterprises
Texas
$0
3
TW
3
Transform Wealth
Colorado
$788K
4
GIA
4
Gladstone Institutional Advisory
Florida
$7.2M
5
SWP
5
Stratos Wealth Partners
Ohio
$8.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWP
51
Icon Wealth Partners
Texas
$8.21M +$188K +9,326 +2%
SWP
52
Stratos Wealth Partners
Ohio
$8.17M -$3.08M -152,361 -27%
JIP
53
Jaffetilchin Investment Partners
Florida
$8.11M -$214K -10,581 -3%
SWP
54
Summit Wealth Partners
Florida
$7.97M +$611K +30,284 +8%
AIC
55
Archer Investment Corporation
Indiana
$7.64M +$66.4K +3,291 +0.9%
MWPCG
56
Measured Wealth Private Client Group
New Hampshire
$7.57M +$243K +12,018 +3%
Renaissance Technologies
57
Renaissance Technologies
New York
$7.34M +$3.74M +185,400 +104%
PFA
58
Peak Financial Advisors
Colorado
$7.33M +$7.33M +362,829 New
GIA
59
Gladstone Institutional Advisory
Florida
$7.2M -$4.42M -218,773 -38%
Comerica Bank
60
Comerica Bank
Texas
$7.01M +$985K +48,651 +16%
B
61
Barings
North Carolina
$6.58M – – –
WFG
62
Wills Financial Group
Virginia
$6.41M -$43.4K -2,152 -0.7%
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$6.29M +$875K +43,321 +16%
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$6.13M -$494K -24,510 -7%
SPC
65
Sigma Planning Corp
Michigan
$6.02M +$312K +15,442 +5%
QCIG
66
Quad-Cities Investment Group
Iowa
$6.01M +$271K +13,435 +5%
Verition Fund Management
67
Verition Fund Management
Connecticut
$5.71M +$5.71M +282,621 New
BRWM
68
B. Riley Wealth Management
Tennessee
$5.56M -$33.3K -1,648 -0.6%
SIM
69
SSI Investment Management
California
$5.44M +$883K +43,715 +19%
SFG
70
StrategIQ Financial Group
Indiana
$5.26M +$841K +41,649 +19%
Citadel Advisors
71
Citadel Advisors
Florida
$5.22M +$5.22M +258,448 New
GI
72
Gradient Investments
Minnesota
$5.21M -$67.7K -3,530 -1%
PAG
73
Private Advisor Group
New Jersey
$5.07M +$158K +7,826 +3%
Citigroup
74
Citigroup
New York
$5.05M +$636K +31,507 +14%
HR
75
Hardy Reed
Mississippi
$4.98M +$379K +18,755 +8%
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3
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