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First Trust Preferred Securities and Income ETF
FPE

Overview Fund Activity

331 hedge funds and large institutions have $3.28B invested in First Trust Preferred Securities and Income ETF in 2020 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 146 increasing their positions, 81 reducing their positions, and 17 closing their positions.

Holders
331
Holders Change
+44
Holders Change %
+15.33%
% of All Funds
5.87%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.44%
New
63
Increased
146
Reduced
81
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$75.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$925M
3
MAP
3
Milestone Advisory Partners
North Carolina
$16.1M
4
ST
4
Spinnaker Trust
Maine
$14.6M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$34.6M

Top Sellers

1
TC
1
Trilogy Capital
California
$0
2
AWE
2
Avidian Wealth Enterprises
Texas
$0
3
TW
3
Transform Wealth
Colorado
$788K
4
GIA
4
Gladstone Institutional Advisory
Florida
$7.2M
5
SWP
5
Stratos Wealth Partners
Ohio
$8.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
76
Cetera Advisors
Colorado
$4.87M +$1.28M +63,177 +36%
AIM
77
Aspen Investment Management
Michigan
$4.75M +$107K +5,294 +2%
AAS
78
Avantax Advisory Services
Texas
$4.68M -$1.62M -80,656 -26%
KFP
79
KMG Fiduciary Partners
Ohio
$4.57M +$524K +25,867 +13%
LNC
80
Lincoln National Corp
Pennsylvania
$4.41M -$130K -6,442 -3%
APWM
81
Atlas Private Wealth Management
New York
$4.3M -$174K -8,630 -4%
CCMG
82
Clark Capital Management Group
Pennsylvania
$4.22M -$25.6K -1,268 -0.6%
KPWS
83
Kestra Private Wealth Services
Texas
$4.16M +$1.31M +64,770 +46%
SPIA
84
Steward Partners Investment Advisory
New York
$4.07M +$434K +21,502 +12%
BFS
85
Bard Financial Services
Connecticut
$3.99M +$3.99M +197,575 New
CWA
86
Choice Wealth Advisors
Maine
$3.98M +$3.98M +197,152 New
KC
87
Kinloch Capital
Virginia
$3.87M +$3.87M +191,547 New
BRC
88
BHF RG Capital
Arizona
$3.73M +$224K +11,097 +6%
RA
89
RiverTree Advisors
Florida
$3.64M +$3.64M +180,388 New
WWM
90
Western Wealth Management
Colorado
$3.61M +$583K +28,881 +19%
BFEC
91
Benjamin F. Edwards & Company
Missouri
$3.6M +$413K +20,467 +13%
FHC
92
First Heartland Consultants
Missouri
$3.43M -$87.5K -4,335 -2%
EH
93
Equitable Holdings
New York
$3.39M -$101K -5,004 -3%
IWM
94
IHT Wealth Management
Illinois
$3.33M +$305K +15,110 +10%
BCI
95
Brinker Capital Investments
Pennsylvania
$3.31M +$3.31M +163,897 New
Mirae Asset Global Investments
96
Mirae Asset Global Investments
South Korea
$3.3M +$849K +42,069 +35%
RCA
97
Reitz Capital Advisors
Michigan
$3.29M +$968K +47,958 +42%
PFS
98
Prospera Financial Services
Texas
$3.25M +$1.91M +94,383 +141%
MA
99
Mutual Advisors
Nebraska
$3.24M +$125K +6,187 +4%
HWM
100
Holloway Wealth Management
Florida
$3.2M -$2.5M – –
2 3
4
5 6