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First Trust Preferred Securities and Income ETF
FPE

Overview Fund Activity

403 hedge funds and large institutions have $3.24B invested in First Trust Preferred Securities and Income ETF in 2024 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 145 increasing their positions, 156 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
–
Holders Change %
0%
% of All Funds
5.86%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
43
Increased
145
Reduced
156
Closed
36
Calls
–
Puts
$174K
Net Calls
-$174K
Net Calls Change
+$139K

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
+$45.5M
2
AWM
Affinity Wealth Management
Delaware
+$23.4M
3
Ameriprise
Ameriprise
Minnesota
+$8.1M
4
AIP
Ameritas Investment Partners
Nebraska
+$6.6M
5
Wells Fargo
Wells Fargo
California
+$6.5M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$35.4M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$21.1M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$17.4M
4
Renaissance Technologies
Renaissance Technologies
New York
-$14.2M
5
AO
Advisor OS
Illinois
-$8.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
126
Advisory Services Network
Georgia
$2.37M +$625K +36,019 +36%
AWM
127
AE Wealth Management
Kansas
$2.34M +$521 +30 +0%
DWG
128
Darden Wealth Group
Michigan
$2.3M -$937 -54 -0%
WAM
129
Walker Asset Management
Missouri
$2.29M -$61.6K -3,550 -3%
C
130
CEDRUS
Colorado
$2.25M +$361K +20,804 +19%
PG
131
Prostatis Group
Maryland
$2.24M +$267K +15,404 +14%
SPIA
132
Steward Partners Investment Advisory
New York
$2.24M -$191K -10,980 -8%
GCM
133
Gallacher Capital Management
Colorado
$2.2M +$481K +27,727 +28%
BFG
134
Beacon Financial Group
Texas
$2.16M -$131K -7,533 -6%
MFG
135
Mainsail Financial Group
Washington
$2.09M +$501K +28,882 +32%
NPP
136
New Potomac Partners
Maryland
$2.08M +$9.03K +520 +0.4%
OIA
137
OneDigital Investment Advisors
Kansas
$2.06M -$4.84K -279 -0.2%
BFEC
138
Benjamin F. Edwards & Company
Missouri
$2.04M -$138K -7,940 -6%
BCM
139
Brookstone Capital Management
Illinois
$2M +$168K +9,523 +9%
AAS
140
Asset Allocation Strategies
Michigan
$1.99M -$163K -9,394 -8%
UAG
141
United Advisor Group
Ohio
$1.98M +$715K +41,192 +57%
Envestnet Portfolio Solutions
142
Envestnet Portfolio Solutions
Illinois
$1.92M +$1.58M +91,294 +479%
IWN
143
Independent Wealth Network
Iowa
$1.84M +$22K +1,265 +1%
BFWM
144
Bright Futures Wealth Management
New York
$1.83M +$54.1K +3,090 +3%
IWC
145
Integrated Wealth Concepts
Massachusetts
$1.83M -$5.9K -340 -0.3%
SCA
146
Snowden Capital Advisors
New York
$1.81M +$322K +18,539 +22%
KWM
147
Kingsview Wealth Management
Oregon
$1.72M +$184K +10,590 +12%
PTC
148
Private Trust Company
Ohio
$1.71M +$274K +15,764 +19%
MWA
149
Moser Wealth Advisors
Washington
$1.6M +$746 +43 +0%
PA
150
Parallel Advisors
California
$1.59M -$169K -9,758 -10%
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