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First Trust Preferred Securities and Income ETF
FPE

Overview Fund Activity

261 hedge funds and large institutions have $2.14B invested in First Trust Preferred Securities and Income ETF in 2019 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 141 increasing their positions, 50 reducing their positions, and 19 closing their positions.

Holders
261
Holders Change
+17
Holders Change %
+6.97%
% of All Funds
5.73%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.46%
New
37
Increased
141
Reduced
50
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$534M
2
UBS Group
2
UBS Group
Switzerland
$160M
3
EVM
3
Eaton Vance Management
Massachusetts
$104M
4
Bank of America
4
Bank of America
North Carolina
$140M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$244M

Top Sellers

1
LFAS
1
Level Four Advisory Services
Texas
$0
2
NS
2
NewDay Solutions
New Hampshire
$270K
3
MMA
3
Miracle Mile Advisors
California
$469K
4
First Trust Advisors
4
First Trust Advisors
Illinois
$10.5M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$8.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
76
Benjamin F. Edwards & Company
Missouri
$3M +$335K +16,976 +13%
Barclays
77
Barclays
United Kingdom
$2.95M – – –
SS
78
Simplicity Solutions
Minnesota
$2.93M +$2.93M +148,382 New
BCM
79
Bluefin Capital Management
New York
$2.85M +$2.85M +144,238 New
MWPCG
80
Measured Wealth Private Client Group
New Hampshire
$2.76M +$2.76M +139,773 New
RFM
81
Royal Fund Management
Florida
$2.71M +$119K +6,025 +5%
PFS
82
Prospera Financial Services
Texas
$2.68M +$153K +7,773 +6%
CS
83
Credit Suisse
Switzerland
$2.63M +$1.84M +93,414 +234%
FTUS
84
Flow Traders U.S.
New York
$2.62M +$2.05M +103,931 +361%
RA
85
RFG Advisory
Alabama
$2.59M +$414K +20,978 +19%
AP
86
Agilis Partners
Massachusetts
$2.56M – – –
EDRIA
87
Edmonds Duncan Registered Investment Advisors
Kansas
$2.37M +$99.5K +5,046 +4%
WS
88
Wedbush Securities
California
$2.32M +$445K +22,540 +24%
BEI
89
Benjamin Edwards Inc
Missouri
$2.15M -$69.5K -3,524 -3%
OA
90
Oxbow Advisors
Texas
$2.14M -$79.2K -4,015 -4%
LSPW
91
Lake Street Private Wealth
Illinois
$2.14M +$2.14M +108,238 New
Citigroup
92
Citigroup
New York
$2.1M +$932K +47,230 +80%
SPIA
93
Steward Partners Investment Advisory
New York
$2.08M +$489K +24,788 +31%
BAS
94
Brown Advisory Securities
Maryland
$2.01M +$118K +6,000 +6%
SCA
95
Snowden Capital Advisors
New York
$1.96M +$145K +7,338 +8%
CA
96
Cetera Advisors
Colorado
$1.9M +$75.5K +3,819 +4%
SI
97
Stephens Inc
Arkansas
$1.88M +$1.25M +63,550 +201%
IA
98
IFG Advisory
Georgia
$1.79M +$1.79M +90,553 New
AI
99
Atria Investments
North Carolina
$1.77M +$1.26M +63,735 +244%
WAP
100
Wealthcare Advisory Partners
Pennsylvania
$1.76M +$66.2K +3,357 +4%
2 3
4
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