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First Trust Preferred Securities and Income ETF
FPE

Overview Fund Activity

331 hedge funds and large institutions have $3.28B invested in First Trust Preferred Securities and Income ETF in 2020 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 146 increasing their positions, 81 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
+44
Holders Change %
+15.33%
% of All Funds
5.87%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.44%
New
63
Increased
146
Reduced
81
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$75.5M
2
Morgan Stanley
Morgan Stanley
New York
$925M
3
MAP
Milestone Advisory Partners
North Carolina
$16.1M
4
ST
Spinnaker Trust
Maine
$14.6M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$34.6M

Top Sellers

1
TC
Trilogy Capital
California
$0
2
AWE
Avidian Wealth Enterprises
Texas
$0
3
TW
Transform Wealth
Colorado
$788K
4
GIA
Gladstone Institutional Advisory
Florida
$7.2M
5
SWP
Stratos Wealth Partners
Ohio
$8.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIC
126
Ameritas Investment Company
Nebraska
$2.22M +$2.22M +110,122 New
KA
127
Kovack Advisors
Florida
$2.1M +$523K +25,889 +33%
SEIA
128
Signature Estate & Investment Advisors
California
$2.08M -$145K -7,175 -7%
PFGIA
129
Patriot Financial Group Insurance Agency
Massachusetts
$2.07M +$44.5K +2,203 +2%
AP
130
Americana Partners
Texas
$2.05M +$176K +8,730 +9%
FPGK
131
Financial Partners Group (Kansas)
Kansas
$2.04M +$1.74M +85,997 +573%
AWG
132
Altus Wealth Group
Colorado
$2.04M +$2.04M +100,861 New
JCM
133
Jacobsen Capital Management
Utah
$2.03M +$15K +745 +0.7%
DC
134
Davenport & Co
Virginia
$2M +$83.6K +4,142 +4%
IA
135
IFG Advisory
Georgia
$1.96M +$364K +18,054 +23%
ASN
136
Advisory Services Network
Georgia
$1.94M +$78.2K +3,870 +4%
FHB
137
First Hawaiian Bank
Hawaii
$1.91M +$699K +34,620 +58%
CPIG
138
Chicago Partners Investment Group
Illinois
$1.9M +$130K +6,426 +7%
PNC Financial Services Group
139
PNC Financial Services Group
Pennsylvania
$1.85M -$1.25M -61,702 -40%
PPA
140
Parametric Portfolio Associates
Washington
$1.84M +$46K +2,279 +3%
FPWM
141
FSB Premier Wealth Management
Iowa
$1.83M +$1.83M +90,517 New
HIS
142
Harvest Investment Services
Illinois
$1.82M +$71.2K +3,527 +4%
CPIA
143
Cornell Pochily Investment Advisors
New York
$1.81M +$27K +1,339 +2%
BEI
144
Benjamin Edwards Inc
Missouri
$1.79M -$163K -8,092 -8%
BAS
145
Brown Advisory Securities
Maryland
$1.79M +$20.2K +1,000 +1%
QWM
146
QP Wealth Management
New Jersey
$1.76M -$165K -8,155 -9%
IA
147
Insight Advisors
Pennsylvania
$1.75M +$1.75M +86,493 New
GWM
148
Geneos Wealth Management
Colorado
$1.72M +$146K +7,347 +9%
VIM
149
Vista Investment Management
Pennsylvania
$1.7M -$118K -5,842 -6%
PWA
150
Providence Wealth Advisors
Illinois
$1.6M +$46.5K +2,300 +3%
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