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First Trust Preferred Securities and Income ETF
FPE

Overview Fund Activity

402 hedge funds and large institutions have $4.13B invested in First Trust Preferred Securities and Income ETF in 2023 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 126 increasing their positions, 173 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
402
Holders Change
+16
Holders Change %
+4.15%
% of All Funds
5.89%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.28%
New
56
Increased
126
Reduced
173
Closed
36
Calls
$266K
Puts
$422K
Net Calls
-$156K
Net Calls Change
-$269K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.59B
2
Jane Street
2
Jane Street
New York
$83.2M
3
OMC
3
Old Mission Capital
Illinois
$47.8M
4
SA
4
Stonebridge Advisors
Connecticut
$33.2M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$36.1M

Top Sellers

1
BFG
1
Berger Financial Group
Minnesota
$1.4M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$31.1M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$319M
4
LPL Financial
4
LPL Financial
California
$171M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$35.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
101
Aspen Investment Management
Michigan
$3.6M -$72.2K -4,284 -2%
IAS
102
IMA Advisory Services
Colorado
$3.5M -$168K -9,953 -5%
DADC
103
D.A. Davidson & Co
Montana
$3.38M -$1.83M -108,381 -35%
AP
104
Agilis Partners
Massachusetts
$3.34M +$36K +2,135 +1%
HFS
105
Howard Financial Services
Texas
$3.32M +$724K +42,945 +28%
FZCM
106
Flynn Zito Capital Management
New York
$3.21M -$1.67M -99,167 -34%
CIA
107
Concurrent Investment Advisors
Florida
$3.18M +$3.18M +188,322 New
EWA
108
Etesian Wealth Advisors
Oregon
$3.15M -$214K -12,669 -6%
NW
109
Naviter Wealth
Arkansas
$3.11M -$207K -12,274 -6%
HCM
110
Hudson Capital Management
New Jersey
$3.07M +$2.8M +165,852 +1,025%
SPIA
111
Steward Partners Investment Advisory
New York
$3.06M -$1.78M -105,685 -37%
KA
112
Kovack Advisors
Florida
$2.95M +$24.1K +1,428 +0.8%
IWA
113
Icon Wealth Advisors
Texas
$2.87M +$2.87M +169,956 New
CHC
114
City Holding Co
West Virginia
$2.85M -$122K -7,235 -4%
PAS
115
Park Avenue Securities
New York
$2.82M +$205K +12,130 +8%
IA
116
IFP Advisors
Florida
$2.77M -$320K -18,953 -10%
IWM
117
IHT Wealth Management
Illinois
$2.71M -$180K -10,672 -6%
AWS
118
Atria Wealth Solutions
New York
$2.67M -$103K -6,106 -4%
TFA
119
Toth Financial Advisory
Virginia
$2.55M +$8.7K +516 +0.3%
BCP
120
Blackhawk Capital Partners
Wisconsin
$2.53M +$1.52M +90,100 +151%
EDRIA
121
Edmonds Duncan Registered Investment Advisors
Kansas
$2.51M -$19.6K -1,164 -0.8%
BFG
122
Beacon Financial Group
Texas
$2.49M +$2.49M +147,709 New
BPA
123
Beacon Pointe Advisors
California
$2.35M -$723K -42,896 -24%
1IA
124
1834 Investment Advisors
Wisconsin
$2.28M -$633K -37,571 -22%
WAM
125
Walker Asset Management
Missouri
$2.28M -$96K -5,692 -4%
3 4
5
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