FPE icon

First Trust Preferred Securities and Income ETF

420 hedge funds and large institutions have $4.53B invested in First Trust Preferred Securities and Income ETF in 2022 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 151 increasing their positions, 151 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
+15
Holders Change %
+3.7%
% of All Funds
6.65%
Holding in Top 10
36
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.7%
% of All Funds
0.57%
New
59
Increased
151
Reduced
151
Closed
40
Calls
$2.67M
Puts
$1K
Net Calls
+$2.67M
Net Calls Change
+$2.67M
Name Holding Trade Value Shares
Change
Shares
Change %
TW
76
Transform Wealth
Colorado
$6.8M +$418K +21,987 +7%
SPIA
77
Steward Partners Investment Advisory
New York
$6.78M -$10.4M -547,031 -61%
FEG
78
Financial Enhancement Group
Indiana
$6.66M +$5.22M +274,597 +363%
MWPCG
79
Measured Wealth Private Client Group
New Hampshire
$6.65M -$166K -8,716 -2%
IWP
80
Icon Wealth Partners
Texas
$6.62M -$1.63M -85,928 -20%
KWM
81
Keebeck Wealth Management
Illinois
$6.51M
TA
82
TrueWealth Advisors
Alabama
$6.5M
CCG
83
Cypress Capital Group
Florida
$6.29M +$833K +43,822 +15%
AWS
84
Atria Wealth Solutions
New York
$6.26M +$6.26M +329,283 New
PFS
85
Prospera Financial Services
Texas
$6.15M -$86.6K -4,551 -1%
AO
86
Advisor OS
Illinois
$5.95M -$1.33M -70,178 -18%
AAS
87
Avantax Advisory Services
Texas
$5.87M +$241K +12,669 +4%
IA
88
IFP Advisors
Florida
$5.76M +$5.39M +279,779 +1,465%
FLI
89
Family Legacy Inc
South Carolina
$5.74M +$510K +26,790 +10%
TCM
90
Triumph Capital Management
Colorado
$5.72M +$1.65M +86,849 +41%
CA
91
Cetera Advisors
Colorado
$5.52M -$1.3M -68,141 -19%
WI
92
Wintrust Investments
Illinois
$5.44M +$557K +29,282 +11%
RA
93
RiverTree Advisors
Florida
$5.35M -$463K -24,347 -8%
BRWM
94
B. Riley Wealth Management
Tennessee
$5.33M -$1.84M -96,849 -26%
PP
95
PFS Partners
New Jersey
$5.32M +$599K +31,505 +13%
KCIA
96
Kingsbury Capital Investment Advisors
Illinois
$5.25M +$5.25M +276,120 New
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
$5.15M +$667K +35,120 +15%
B
98
Barings
North Carolina
$5.12M
BFA
99
Brendel Financial Advisors
New Hampshire
$5.11M +$434K +22,831 +9%
DADC
100
D.A. Davidson & Co
Montana
$5.03M +$1.12M +58,903 +29%