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First Trust Preferred Securities and Income ETF
FPE

Overview Fund Activity

354 hedge funds and large institutions have $4.12B invested in First Trust Preferred Securities and Income ETF in 2021 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 190 increasing their positions, 69 reducing their positions, and 26 closing their positions.

Holders
354
Holders Change
+24
Holders Change %
+7.27%
% of All Funds
6.18%
Holding in Top 10
36
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+20%
% of All Funds
0.63%
New
51
Increased
190
Reduced
69
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.07B
2
AWM
2
AE Wealth Management
Kansas
$49.4M
3
UBS Group
3
UBS Group
Switzerland
$267M
4
Wells Fargo
4
Wells Fargo
California
$49.7M
5
LPL Financial
5
LPL Financial
California
$161M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$0
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$21.2M
3
KCM
3
Karp Capital Management
California
$0
4
NDSI
4
Newman Dignan & Sheerar Inc
Rhode Island
$0
5
TC
5
Trilogy Capital
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FHC
51
First Heartland Consultants
Missouri
$10M +$1.69M +82,088 +20%
Rockefeller Capital Management
52
Rockefeller Capital Management
New York
$9.99M +$2.76M +134,044 +38%
UB
53
UMB Bank
Missouri
$9.98M -$544K -26,423 -5%
First Trust Advisors
54
First Trust Advisors
Illinois
$9.72M +$93.6K +4,776 +1%
MWM
55
Mattern Wealth Management
Kansas
$9.41M +$9.41M +455,391 New
AIC
56
Archer Investment Corporation
Indiana
$9.25M +$885K +42,967 +11%
SAM
57
Synergy Asset Management
Washington
$9.17M +$9.17M +445,011 New
SWP
58
Summit Wealth Partners
Florida
$9.11M +$503K +24,419 +6%
ECA
59
Elevation Capital Advisory
Oregon
$8.91M +$8.91M +432,497 New
AWE
60
Avidian Wealth Enterprises
Texas
$8.89M +$8.89M +431,426 New
Comerica Bank
61
Comerica Bank
Texas
$8.77M +$857K +41,524 +11%
IWP
62
Icon Wealth Partners
Texas
$8.73M +$201K +9,752 +2%
MWPCG
63
Measured Wealth Private Client Group
New Hampshire
$8.42M +$257K +12,486 +3%
SWP
64
Stratos Wealth Partners
Ohio
$8.16M +$228K +11,048 +3%
PFA
65
Peak Financial Advisors
Colorado
$8.13M +$18.6K +901 +0.2%
AO
66
Advisor OS
Illinois
$7.56M -$830K -40,293 -10%
GIA
67
Gladstone Institutional Advisory
Florida
$7.52M +$398K +19,306 +6%
SIM
68
SSI Investment Management
California
$7.51M +$1.42M +68,982 +23%
KWM
69
Keebeck Wealth Management
Illinois
$7.05M +$7.05M +342,200 New
SFG
70
StrategIQ Financial Group
Indiana
$6.92M +$736K +35,742 +12%
QCIG
71
Quad-Cities Investment Group
Iowa
$6.81M +$481K +23,338 +8%
WFG
72
Wills Financial Group
Virginia
$6.72M +$205K +9,955 +3%
SPC
73
Sigma Planning Corp
Michigan
$6.56M -$203K -9,875 -3%
BRWM
74
B. Riley Wealth Management
Tennessee
$6.56M +$875K +42,453 +15%
PAG
75
Private Advisor Group
New Jersey
$6.43M +$276K +13,381 +4%
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