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First Trust Preferred Securities and Income ETF
FPE

Overview Fund Activity

404 hedge funds and large institutions have $3.7B invested in First Trust Preferred Securities and Income ETF in 2022 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 109 increasing their positions, 192 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
-16
Holders Change %
-3.81%
% of All Funds
6.83%
Holding in Top 10
28
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-22.22%
% of All Funds
0.47%
New
44
Increased
109
Reduced
192
Closed
56
Calls
$291K
Puts
$174K
Net Calls
+$117K
Net Calls Change
-$2.56M

Top Buyers

1
SWM
1
Southern Wealth Management
Texas
$22.3M
2
SA
2
Stonebridge Advisors
Connecticut
$30.6M
3
BFG
3
Bouchey Financial Group
New York
$12.4M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$84.6M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$352M

Top Sellers

1
GI
1
Gradient Investments
Minnesota
$266K
2
Morgan Stanley
2
Morgan Stanley
New York
$981M
3
UBS Group
3
UBS Group
Switzerland
$214M
4
SFI
4
SPC Financial Inc
Maryland
$2.1M
5
HI
5
Horizon Investments
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GCP
76
Gill Capital Partners
Colorado
$4.83M – – –
KCIA
77
Kingsbury Capital Investment Advisors
Illinois
$4.8M +$40.3K +2,338 +0.8%
AOG
78
Alpha Omega Group
Virginia
$4.76M +$400K +23,242 +9%
AWS
79
AJ Wealth Strategies
New York
$4.71M +$4.71M +273,547 New
RA
80
RiverTree Advisors
Florida
$4.7M -$140K -8,151 -3%
B
81
Barings
North Carolina
$4.64M – – –
CCG
82
Cypress Capital Group
Florida
$4.55M -$1.15M -66,659 -20%
AIM
83
Aspen Investment Management
Michigan
$4.35M -$161K -9,350 -4%
EL
84
Essex LLC
Illinois
$4.35M -$2.59M -150,101 -37%
NRI
85
NFP Retirement Inc
California
$4.26M +$194K +11,245 +5%
PFS
86
Prospera Financial Services
Texas
$4.08M -$1.49M -86,448 -27%
NWM
87
Northwest Wealth Management
Iowa
$4.01M +$1.74M +100,948 +77%
WAM
88
Walker Asset Management
Missouri
$3.93M -$325K -18,886 -8%
SPC
89
Sigma Planning Corp
Michigan
$3.86M -$528K -30,643 -12%
IIC
90
Ironwood Investment Counsel
Arizona
$3.76M -$99K -5,745 -3%
SWM
91
Stockman Wealth Management
Montana
$3.7M -$4.82M -279,642 -57%
BFEC
92
Benjamin F. Edwards & Company
Missouri
$3.48M +$404K +23,435 +13%
SF
93
Summit Financial
New Jersey
$3.47M -$10.4K -604 -0.3%
VA
94
Valmark Advisers
Ohio
$3.47M +$284K +16,502 +9%
APWM
95
Atlas Private Wealth Management
New York
$3.46M +$5.43K +315 +0.2%
RA
96
RFG Advisory
Alabama
$3.45M +$3.13M +172,120 +979%
IAS
97
IMA Advisory Services
Colorado
$3.41M +$56.6K +3,285 +2%
BFS
98
Bard Financial Services
Connecticut
$3.4M – – –
AAS
99
Ameritas Advisory Services
Nebraska
$3.39M -$274K -15,923 -7%
APA
100
American Portfolios Advisors
New York
$3.39M +$497K +28,816 +17%
2 3
4
5 6