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First Trust Preferred Securities and Income ETF
FPE

Overview Fund Activity

411 hedge funds and large institutions have $3.51B invested in First Trust Preferred Securities and Income ETF in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 175 increasing their positions, 135 reducing their positions, and 36 closing their positions.

Holders
411
Holders Change
+8
Holders Change %
+1.99%
% of All Funds
5.95%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.25%
New
47
Increased
175
Reduced
135
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$883M
2
Wells Fargo
2
Wells Fargo
California
$231M
3
LPL Financial
3
LPL Financial
California
$215M
4
Ameriprise
4
Ameriprise
Minnesota
$24.7M
5
SPIA
5
Steward Partners Investment Advisory
New York
$16.8M

Top Sellers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$0
2
UBS Group
2
UBS Group
Switzerland
$175M
3
AA
3
Advisory Alpha
Michigan
$0
4
TLP
4
Trinity Legacy Partners
Texas
$9.53M
5
SAM
5
Synergy Asset Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TPWA
76
Twin Peaks Wealth Advisors
California
$5.9M +$163K +9,023 +3%
NDSI
77
Newman Dignan & Sheerar Inc
Rhode Island
$5.88M +$39.3K +2,185 +0.7%
AAS
78
Avantax Advisory Services
Texas
$5.86M -$1.35M -74,651 -19%
ATPW
79
Ashton Thomas Private Wealth
Arizona
$5.84M +$5.67M +313,467 +3,428%
TCM
80
Triumph Capital Management
Colorado
$5.82M -$3.02M -166,904 -34%
GIA
81
Gladstone Institutional Advisory
Florida
$5.81M -$157K -8,680 -3%
LIG
82
Lokken Investment Group
Delaware
$5.71M +$5.71M +315,688 New
MWM
83
Marion Wealth Management
Pennsylvania
$5.64M +$299K +16,545 +6%
WWM
84
Western Wealth Management
Colorado
$5.61M +$59.2K +3,270 +1%
CWA
85
Choice Wealth Advisors
Maine
$5.45M +$79K +4,365 +1%
EH
86
Equitable Holdings
New York
$5.45M -$83.7K -4,622 -2%
SIS
87
Sound Income Strategies
Florida
$5.34M +$169K +9,322 +3%
MHB
88
Midwest Heritage Bank
Iowa
$5.18M +$215K +11,860 +4%
FLI
89
Family Legacy Inc
South Carolina
$5.09M +$28.1K +1,552 +0.6%
IIC
90
Ironwood Investment Counsel
Arizona
$4.9M +$516K +28,509 +12%
VA
91
Valmark Advisers
Ohio
$4.82M +$88.8K +4,904 +2%
AIC
92
Archer Investment Corporation
Indiana
$4.76M -$1.33M -73,676 -22%
TFP
93
Traction Financial Partners
Wyoming
$4.7M -$342K -18,895 -7%
SSA
94
Schonfeld Strategic Advisors
New York
$4.59M -$209K -11,545 -4%
NW
95
Naviter Wealth
Arkansas
$4.54M +$1.19M +65,864 +36%
MAWAG
96
Mid-American Wealth Advisory Group
Missouri
$4.32M -$147K -8,118 -3%
NA
97
NewEdge Advisors
Louisiana
$4.24M -$311K -17,157 -7%
P
98
&Partners
Tennessee
$4.22M +$3.4M +187,638 +410%
DADC
99
D.A. Davidson & Co
Montana
$4.22M +$20.5K +1,134 +0.5%
AIM
100
Aspen Investment Management
Michigan
$3.93M +$9.65K +533 +0.2%
2 3
4
5 6