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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.

New
Increased
Maintained
Reduced
Closed
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 %
AWM
126
AE Wealth Management
Kansas
$2.33M -$5.03M -290,262 -68%
DWG
127
Darden Wealth Group
Michigan
$2.3M +$398K +22,986 +21%
BFG
128
Beacon Financial Group
Texas
$2.29M -$272K -15,688 -11%
MIFH
129
Migdal Insurance & Financial Holdings
Israel
$2.26M +$2.26M +130,532 New
BFEC
130
Benjamin F. Edwards & Company
Missouri
$2.17M -$42.6K -2,461 -2%
AAS
131
Asset Allocation Strategies
Michigan
$2.15M +$32.6K +1,883 +2%
NPP
132
New Potomac Partners
Maryland
$2.06M -$21K -1,210 -1%
OIA
133
OneDigital Investment Advisors
Kansas
$2.06M +$11.5K +665 +0.6%
BPA
134
Beacon Pointe Advisors
California
$2.05M -$356K -20,571 -15%
PG
135
Prostatis Group
Maryland
$1.97M +$416K +24,052 +27%
SFC
136
Strategic Financial Concepts
Texas
$1.92M +$248K +14,301 +15%
C
137
CEDRUS
Colorado
$1.88M +$126K +7,269 +7%
RA
138
RFG Advisory
Alabama
$1.88M +$106K +6,127 +6%
IGWM
139
ICA Group Wealth Management
Colorado
$1.87M +$85.3K +4,923 +5%
SWP
140
Summit Wealth Partners
Florida
$1.84M -$53.6K -3,097 -3%
IWC
141
Integrated Wealth Concepts
Massachusetts
$1.83M -$2.02M -116,577 -52%
IWN
142
Independent Wealth Network
Iowa
$1.81M -$21.4K -1,233 -1%
BCM
143
Brookstone Capital Management
Illinois
$1.8M +$293K +16,911 +19%
SSA
144
Schonfeld Strategic Advisors
New York
$1.79M -$2.34M -135,241 -57%
BFWM
145
Bright Futures Wealth Management
New York
$1.76M +$1.76M +101,573 New
PA
146
Parallel Advisors
California
$1.75M +$28.8K +1,664 +2%
ASN
147
Advisory Services Network
Georgia
$1.75M +$923K +53,271 +112%
GCM
148
Gallacher Capital Management
Colorado
$1.71M -$134K -7,719 -7%
IAIM
149
International Assets Investment Management
Florida
$1.71M -$29.6M -1,701,079 -95%
MWA
150
Moser Wealth Advisors
Washington
$1.6M +$1.2K +69 +0.1%
4 5
6
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