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.

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 %
FZCM
101
Flynn Zito Capital Management
New York
$4.99M +$4.99M +262,256 New
AIM
102
Aspen Investment Management
Michigan
$4.98M -$136K -7,145 -3%
CWA
103
Choice Wealth Advisors
Maine
$4.86M +$80.7K +4,271 +2%
SPC
104
Sigma Planning Corp
Michigan
$4.85M -$2.96M -155,834 -38%
GCP
105
Gill Capital Partners
Colorado
$4.83M +$266K +14,001 +6%
AOG
106
Alpha Omega Group
Virginia
$4.81M +$4.81M +252,780 New
WAM
107
Walker Asset Management
Missouri
$4.7M -$8.83K -464 -0.2%
GIA
108
Gladstone Institutional Advisory
Florida
$4.61M -$4.18M -219,545 -48%
NRI
109
NFP Retirement Inc
California
$4.48M +$105K +5,539 +2%
RCA
110
Reitz Capital Advisors
Michigan
$4.48M -$212K -11,140 -5%
IIC
111
Ironwood Investment Counsel
Arizona
$4.26M -$715K -37,606 -14%
AP
112
Americana Partners
Texas
$4.13M -$1.08M -48,768 -21%
AAS
113
Ameritas Advisory Services
Nebraska
$4.05M +$208K +10,957 +5%
PAS
114
Park Avenue Securities
New York
$3.94M +$866K +45,553 +28%
SF
115
Summit Financial
New Jersey
$3.84M +$171K +8,983 +5%
APWM
116
Atlas Private Wealth Management
New York
$3.81M -$94.2K -4,950 -2%
BFS
117
Bard Financial Services
Connecticut
$3.76M
AIFAIM
118
American Institute for Advanced Investment Management
Arizona
$3.74M -$146K -7,680 -4%
IAS
119
IMA Advisory Services
Colorado
$3.7M +$219K +11,528 +6%
UCFA
120
United Capital Financial Advisors
Texas
$3.59M -$309K -16,247 -8%
DC
121
Davenport & Co
Virginia
$3.57M -$330K -17,327 -8%
CHC
122
City Holding Co
West Virginia
$3.52M -$11.4K -600 -0.3%
VA
123
Valmark Advisers
Ohio
$3.52M +$177K +9,322 +5%
LNC
124
Lincoln National Corp
Pennsylvania
$3.5M -$129K -6,785 -4%
FHB
125
First Hawaiian Bank
Hawaii
$3.47M -$882K -46,383 -20%