FPE icon

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.

New
Increased
Maintained
Reduced
Closed
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 %
AF
101
Allworth Financial
California
$3.71M -$11.3K -623 -0.3%
Jane Street
102
Jane Street
New York
$3.69M -$960K -53,027 -21%
AP
103
Agilis Partners
Massachusetts
$3.62M +$36.5K +2,016 +1%
IAS
104
IMA Advisory Services
Colorado
$3.61M -$199K -11,020 -5%
GCP
105
Gill Capital Partners
Colorado
$3.53M -$93.9K -5,188 -3%
SA
106
Stonebridge Advisors
Connecticut
$3.46M -$674K -37,223 -16%
CAPTRUST Financial Advisors
107
CAPTRUST Financial Advisors
North Carolina
$3.27M -$349K -19,278 -10%
PCS
108
Private Client Services
Kentucky
$3.19M +$117K +6,462 +4%
SI
109
Stephens Inc
Arkansas
$3.13M +$205K +11,338 +7%
KA
110
Kovack Advisors
Florida
$3.04M -$272K -15,018 -8%
TNBTD
111
Trustmark National Bank Trust Department
Mississippi
$3M -$509K -28,136 -15%
C
112
CEDRUS
Colorado
$2.97M +$628K +34,699 +27%
AWS
113
Atria Wealth Solutions
New York
$2.96M +$142K +7,845 +5%
IWC
114
Integrated Wealth Concepts
Massachusetts
$2.95M +$1.04M +57,583 +55%
IWA
115
Icon Wealth Advisors
Texas
$2.95M -$107K -5,926 -4%
TFA
116
Toth Financial Advisory
Virginia
$2.93M +$52K +2,874 +2%
PAS
117
Park Avenue Securities
New York
$2.92M -$488K -26,969 -14%
Envestnet Portfolio Solutions
118
Envestnet Portfolio Solutions
Illinois
$2.91M +$915K +50,545 +46%
EDRIA
119
Edmonds Duncan Registered Investment Advisors
Kansas
$2.9M +$216K +11,959 +8%
CHC
120
City Holding Co
West Virginia
$2.89M -$105K -5,800 -4%
LSPW
121
Lake Street Private Wealth
Illinois
$2.85M +$117K +6,473 +4%
IWM
122
IHT Wealth Management
Illinois
$2.85M -$22.4K -1,240 -0.8%
RA
123
RFG Advisory
Alabama
$2.79M +$187K +10,340 +7%
US Bancorp
124
US Bancorp
Minnesota
$2.76M -$55.3K -3,053 -2%
EWA
125
Etesian Wealth Advisors
Oregon
$2.68M -$476K -26,302 -15%
3 4
5
6 7