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First Trust Preferred Securities and Income ETF
FPE

Overview Fund Activity

411 hedge funds and large institutions have $3.51B invested in First Trust Preferred Securities and Income ETF in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 175 increasing their positions, 135 reducing their positions, and 36 closing their positions.

Holders
411
Holders Change
+8
Holders Change %
+1.99%
% of All Funds
5.95%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.25%
New
47
Increased
175
Reduced
135
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$883M
2
Wells Fargo
2
Wells Fargo
California
$231M
3
LPL Financial
3
LPL Financial
California
$215M
4
Ameriprise
4
Ameriprise
Minnesota
$24.7M
5
SPIA
5
Steward Partners Investment Advisory
New York
$16.8M

Top Sellers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$0
2
UBS Group
2
UBS Group
Switzerland
$175M
3
AA
3
Advisory Alpha
Michigan
$0
4
TLP
4
Trinity Legacy Partners
Texas
$9.53M
5
SAM
5
Synergy Asset Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RSWM
51
Robertson Stephens Wealth Management
California
$8.51M +$8.51M +470,369 New
HFS
52
Howard Financial Services
Texas
$8.02M +$1.64M +90,706 +26%
CIA
53
Concurrent Investment Advisors
Florida
$7.98M +$286K +15,814 +4%
Comerica Bank
54
Comerica Bank
Texas
$7.92M -$5.3K -293 -0.1%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$7.9M +$905K +49,986 +13%
QCIG
56
Quad-Cities Investment Group
Iowa
$7.8M +$87.5K +4,832 +1%
SWP
57
Stratos Wealth Partners
Ohio
$7.58M -$2.15M -118,701 -22%
OWA
58
ORBA Wealth Advisors
Illinois
$7.43M -$323K -17,822 -4%
TPWM
59
Twelve Points Wealth Management
Massachusetts
$7.31M +$776K +42,897 +12%
OC
60
Oppenheimer & Co
New York
$7.19M -$40.2K -2,220 -0.6%
FEG
61
Financial Enhancement Group
Indiana
$7.01M +$1.18M +75,900 +20%
MOS
62
MGO One Seven
Ohio
$6.95M -$1.26M -69,478 -15%
CPIG
63
Chicago Partners Investment Group
Illinois
$6.79M +$201K +11,158 +3%
HI
64
Harbour Investments
Wisconsin
$6.62M +$38.7K +2,139 +0.6%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$6.56M +$2.1M +115,638 +47%
GM
66
GeoWealth Management
Illinois
$6.56M +$6.35M +350,612 +3,009%
SPC
67
Sigma Planning Corp
Michigan
$6.52M +$630K +34,789 +11%
PAG
68
Private Advisor Group
New Jersey
$6.5M -$1.44M -79,831 -18%
GI
69
Gradient Investments
Minnesota
$6.47M +$483K +26,662 +8%
GMA
70
Glassy Mountain Advisors
Maryland
$6.4M +$192K +10,617 +3%
PP
71
PFS Partners
New Jersey
$6.36M +$141K +7,793 +2%
KC
72
Kinloch Capital
Virginia
$6.18M -$192K -10,627 -3%
ECA
73
Elevation Capital Advisory
Oregon
$6.15M +$153K +8,452 +3%
FA
74
Flagstar Advisors
New York
$6.03M +$138K +7,609 +2%
GJIA
75
Glass Jacobson Investment Advisors
Maryland
$6.03M +$7.71K +426 +0.1%
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