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First Trust Preferred Securities and Income ETF
FPE

Overview Fund Activity

75 hedge funds and large institutions have $442M invested in First Trust Preferred Securities and Income ETF in 2016 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 35 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+15
Holders Change %
+25%
% of All Funds
2%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
20
Increased
35
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$158M
2
MMA
2
Miracle Mile Advisors
California
$24.7M
3
Bank of America
3
Bank of America
North Carolina
$29.6M
4
LPL Financial
4
LPL Financial
California
$44.1M
5
AIG
5
American International Group
New York
$8.63M

Top Sellers

1
TFA
1
Transamerica Financial Advisors
Florida
$173K
2
BCM
2
Brookstone Capital Management
Illinois
$17.9M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$2.33M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$0
5
CIBC World Market
5
CIBC World Market
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
76
Janney Montgomery Scott
Pennsylvania
– -$1.02M -54,038 Closed
CIBC World Market
77
CIBC World Market
Ontario, Canada
– -$869K -45,857 Closed
FIM
78
Freedom Investment Management
Connecticut
– -$572K -30,164 Closed
AFP
79
Ausdal Financial Partners
Iowa
– -$9K -500 Closed
US Bancorp
80
US Bancorp
Minnesota
– -$9K -500 Closed
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4