FPE icon

First Trust Preferred Securities and Income ETF

405 hedge funds and large institutions have $4.82B invested in First Trust Preferred Securities and Income ETF in 2021 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 189 increasing their positions, 94 reducing their positions, and 27 closing their positions.

Holders
405
Holders Change
+45
Holders Change %
+12.5%
% of All Funds
6.25%
Holding in Top 10
37
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.57%
New
80
Increased
189
Reduced
94
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SWP
51
ShoreHaven Wealth Partners
New Jersey
$11.8M 580,584 +6,039 +1%
HI
52
Harbour Investments
Wisconsin
$11.2M 551,577 -45,154 -8%
AWE
53
Avidian Wealth Enterprises
Texas
$11M 542,091 -17,262 -3%
MAG
54
Members Advisory Group
New York
$10.8M 531,361 +531,361 New
AIC
55
Archer Investment Corporation
Indiana
$10.8M 530,128 +25,992 +5%
SIM
56
SSI Investment Management
California
$10.5M 516,440 +44,205 +9%
JPMorgan Chase & Co
57
JPMorgan Chase & Co
New York
$10.4M 510,034 -90,864 -15%
MWM
58
Mattern Wealth Management
Kansas
$9.86M 485,068 +485,068 New
CWM
59
Comprehensive Wealth Management
Washington
$9.74M 479,275 -10,751 -2%
EH
60
Equitable Holdings
New York
$9.69M 476,986 +205,795 +76%
SWM
61
Stockman Wealth Management
Montana
$9.55M 469,972 +150,453 +47%
SWP
62
Summit Wealth Partners
Florida
$9.54M 469,645 +7,777 +2%
CCMG
63
Clark Capital Management Group
Pennsylvania
$9.52M 468,671 +9,377 +2%
Comerica Bank
64
Comerica Bank
Texas
$9.47M 473,494 +29,352 +7%
GIA
65
Gladstone Institutional Advisory
Florida
$9.38M 461,651 -34,979 -7%
LFAS
66
Level Four Advisory Services
Texas
$9.17M 451,438 +17,427 +4%
FA
67
Flagstar Advisors
New York
$9.14M 449,855 +238,246 +113%
SFG
68
StrategIQ Financial Group
Indiana
$9.1M 447,641 +50,933 +13%
IWP
69
Icon Wealth Partners
Texas
$8.82M 433,806 +7,573 +2%
SWP
70
Stratos Wealth Partners
Ohio
$8.49M 417,892 +417,892 New
OWA
71
Octavia Wealth Advisors
Ohio
$8.36M 411,207 +62,406 +18%
SPC
72
Sigma Planning Corp
Michigan
$8.34M 410,654 +136,396 +50%
First Trust Advisors
73
First Trust Advisors
Illinois
$8.11M 399,107 -8,129 -2%
WWM
74
Western Wealth Management
Colorado
$7.92M 389,755 +389,755 New
AO
75
Advisor OS
Illinois
$7.78M 382,827 +35,039 +10%