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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.

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 %
AF
101
Allworth Financial
California
$3.48M +$2.85M +164,530 +455%
GCP
102
Gill Capital Partners
Colorado
$3.47M -$267K -15,682 -7%
AP
103
Agilis Partners
Massachusetts
$3.43M – – –
FZCM
104
Flynn Zito Capital Management
New York
$3.36M +$61.9K +3,571 +2%
EWA
105
Etesian Wealth Advisors
Oregon
$3.24M +$10.3K +595 +0.3%
SA
106
Stonebridge Advisors
Connecticut
$3.16M -$31M -1,789,558 -91%
NW
107
Naviter Wealth
Arkansas
$3.13M -$70.5K -4,071 -2%
PAS
108
Park Avenue Securities
New York
$2.94M +$39.7K +2,291 +1%
PCS
109
Private Client Services
Kentucky
$2.92M +$926K +53,492 +47%
CHC
110
City Holding Co
West Virginia
$2.86M -$58.3K -3,370 -2%
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$2.85M -$1.2M -69,444 -30%
TFA
112
Toth Financial Advisory
Virginia
$2.77M +$151K +8,722 +6%
IWM
113
IHT Wealth Management
Illinois
$2.76M -$20.3K -1,172 -0.7%
BRWA
114
B. Riley Wealth Advisors
Florida
$2.74M +$2.38M +149,128 +673%
AWS
115
Atria Wealth Solutions
New York
$2.68M -$64.9K -3,747 -2%
IWA
116
Icon Wealth Advisors
Texas
$2.64M -$304K -17,545 -10%
SI
117
Stephens Inc
Arkansas
$2.62M +$420K +24,233 +19%
Jane Street
118
Jane Street
New York
$2.61M -$82.9M -4,786,096 -97%
EDRIA
119
Edmonds Duncan Registered Investment Advisors
Kansas
$2.6M +$14.3K +825 +0.6%
IA
120
IFP Advisors
Florida
$2.57M -$281K -16,245 -10%
LSPW
121
Lake Street Private Wealth
Illinois
$2.49M +$237K +13,657 +10%
BCP
122
Blackhawk Capital Partners
Wisconsin
$2.45M -$152K -8,757 -6%
SPIA
123
Steward Partners Investment Advisory
New York
$2.43M -$719K -41,540 -23%
CIAS
124
Capital Investment Advisory Services
North Carolina
$2.35M +$126K +7,285 +6%
WAM
125
Walker Asset Management
Missouri
$2.34M +$6.93K +400 +0.3%
3 4
5
6 7