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First Trust Preferred Securities and Income ETF
FPE

Overview Fund Activity

303 hedge funds and large institutions have $2.59B invested in First Trust Preferred Securities and Income ETF in 2020 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 113 increasing their positions, 102 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
+4
Holders Change %
+1.34%
% of All Funds
6.23%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.43%
New
46
Increased
113
Reduced
102
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Grimes & Company
Massachusetts
$66.5M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$62.3M
3
CCA
3
Clearwater Capital Advisors
Illinois
$20.7M
4
UBS Group
4
UBS Group
Switzerland
$187M
5
Morgan Stanley
5
Morgan Stanley
New York
$798M

Top Sellers

1
EVM
1
Eaton Vance Management
Massachusetts
$31.3M
2
AFA
2
American Financial Advisors
Georgia
$4.03M
3
GI
3
Gradient Investments
Minnesota
$5.02M
4
Bank of America
4
Bank of America
North Carolina
$130M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$28.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
76
Mutual Advisors
Nebraska
$2.82M +$113K +6,160 +4%
BRC
77
BHF RG Capital
Arizona
$2.8M +$219K +11,898 +8%
KFP
78
KMG Fiduciary Partners
Ohio
$2.76M +$874K +47,435 +46%
WS
79
Wedbush Securities
California
$2.74M +$243K +13,179 +10%
IWM
80
IHT Wealth Management
Illinois
$2.64M +$446K +24,194 +20%
SAM
81
Stringer Asset Management
Tennessee
$2.64M +$2.64M +143,294 New
JCM
82
Jacobsen Capital Management
Utah
$2.56M +$2.56M +138,764 New
WWM
83
Western Wealth Management
Colorado
$2.55M +$33.5K +1,816 +1%
PFS
84
Prospera Financial Services
Texas
$2.52M -$244K -13,254 -9%
Mirae Asset Global Investments
85
Mirae Asset Global Investments
South Korea
$2.51M -$307K -16,673 -11%
SCA
86
Snowden Capital Advisors
New York
$2.47M +$292K +15,870 +13%
RG
87
Retirement Group
California
$2.45M +$2.45M +132,827 New
CAN
88
Cetera Advisor Networks
California
$2.44M -$1.26M -68,304 -34%
EH
89
Equitable Holdings
New York
$2.38M -$79.6K -4,321 -3%
SEIA
90
Signature Estate & Investment Advisors
California
$2.21M -$445K -24,150 -17%
FA
91
FDx Advisors
Illinois
$2.21M +$2.21M +119,814 New
RA
92
RFG Advisory
Alabama
$2.18M -$1.62M -88,111 -43%
ABC
93
Associated Banc-Corp
Wisconsin
$2.18M +$663K +35,992 +44%
BEI
94
Benjamin Edwards Inc
Missouri
$2.17M -$55.8K -3,026 -3%
EDRIA
95
Edmonds Duncan Registered Investment Advisors
Kansas
$2.15M +$59K +3,204 +3%
SPIA
96
Steward Partners Investment Advisory
New York
$2.12M +$157K +8,505 +8%
HWM
97
Holloway Wealth Management
Florida
$2.12M -$1.82M – –
AP
98
Agilis Partners
Massachusetts
$2.1M – – –
CWM
99
Concentrum Wealth Management
California
$2.04M -$141K -7,633 -6%
SFPG
100
Stonebridge Financial Planning Group
Florida
$2.03M +$273K +14,652 +15%
2 3
4
5 6