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First Trust Preferred Securities and Income ETF
FPE

Overview Fund Activity

403 hedge funds and large institutions have $3.26B invested in First Trust Preferred Securities and Income ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 163 increasing their positions, 139 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
+1
Holders Change %
+0.25%
% of All Funds
5.84%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
44
Increased
163
Reduced
139
Closed
38
Calls
$35K
Puts
$348K
Net Calls
-$313K
Net Calls Change
-$157K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$184M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$19.8M
3
Wells Fargo
3
Wells Fargo
California
$196M
4
WA
4
Waverly Advisors
Alabama
$11.6M
5
OPAM
5
Ocean Park Asset Management
California
$25.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$822M
2
Jane Street
2
Jane Street
New York
$2.61M
3
OMC
3
Old Mission Capital
Illinois
$0
4
HighTower Advisors
4
HighTower Advisors
Illinois
$0
5
SA
5
Stonebridge Advisors
Connecticut
$3.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPWM
76
Twelve Points Wealth Management
Massachusetts
$5.06M +$5.06M +292,151 New
CWA
77
Choice Wealth Advisors
Maine
$5M -$10.9K -628 -0.2%
TPWA
78
Twin Peaks Wealth Advisors
California
$4.98M +$107K +6,152 +2%
SPC
79
Sigma Planning Corp
Michigan
$4.96M +$2.81M +162,428 +131%
MWM
80
Marion Wealth Management
Pennsylvania
$4.96M +$122K +7,059 +3%
FLI
81
Family Legacy Inc
South Carolina
$4.85M -$17.2K -995 -0.4%
WWM
82
Western Wealth Management
Colorado
$4.83M +$37K +2,139 +0.8%
SIS
83
Sound Income Strategies
Florida
$4.69M +$445K +25,710 +10%
FHC
84
First Heartland Consultants
Missouri
$4.68M +$797K +46,043 +21%
VA
85
Valmark Advisers
Ohio
$4.54M +$438K +25,289 +11%
CIA
86
Concurrent Investment Advisors
Florida
$4.54M +$1.28M +74,009 +39%
MAWAG
87
Mid-American Wealth Advisory Group
Missouri
$4.53M +$301K +17,382 +7%
MHB
88
Midwest Heritage Bank
Iowa
$4.44M +$670K +38,690 +18%
APWM
89
Atlas Private Wealth Management
New York
$4.42M +$53.4K +3,083 +1%
TFP
90
Traction Financial Partners
Wyoming
$4.36M +$284K +16,496 +7%
Verition Fund Management
91
Verition Fund Management
Connecticut
$4.33M +$3.81M +220,000 +733%
HFS
92
Howard Financial Services
Texas
$4.29M +$885K +51,091 +26%
ACP
93
Aveo Capital Partners
Colorado
$3.96M +$3.96M +229,423 New
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$3.86M -$1.51M -86,994 -28%
DADC
95
D.A. Davidson & Co
Montana
$3.83M +$361K +20,867 +10%
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$3.82M -$13.5M -780,298 -78%
AA
97
Advisory Alpha
Michigan
$3.82M -$89K -5,136 -2%
TNBTD
98
Trustmark National Bank Trust Department
Mississippi
$3.75M -$785K -45,324 -17%
AIM
99
Aspen Investment Management
Michigan
$3.72M +$22.8K +1,319 +0.6%
IAS
100
IMA Advisory Services
Colorado
$3.51M -$90.4K -5,218 -3%
2 3
4
5 6