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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
Morgan Stanley
New York
$883M
2
Wells Fargo
Wells Fargo
California
$231M
3
LPL Financial
LPL Financial
California
$215M
4
Ameriprise
Ameriprise
Minnesota
$24.7M
5
SPIA
Steward Partners Investment Advisory
New York
$16.8M

Top Sellers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$0
2
UBS Group
UBS Group
Switzerland
$175M
3
AA
Advisory Alpha
Michigan
$0
4
TLP
Trinity Legacy Partners
Texas
$9.53M
5
SAM
Synergy Asset Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MIFH
126
Migdal Insurance & Financial Holdings
Israel
$2.66M +$143K +7,889 +6%
BCP
127
Blackhawk Capital Partners
Wisconsin
$2.63M +$126K +6,944 +5%
DWG
128
Darden Wealth Group
Michigan
$2.59M +$188K +10,387 +8%
CIAS
129
Capital Investment Advisory Services
North Carolina
$2.58M +$99.2K +5,482 +4%
IA
130
IFP Advisors
Florida
$2.57M -$51.4K -2,841 -2%
PAG
131
Private Advisory Group
Washington
$2.56M +$2.56M +141,531 New
PG
132
Prostatis Group
Maryland
$2.55M +$207K +11,456 +9%
UAG
133
United Advisor Group
Ohio
$2.51M +$445K +24,611 +22%
AWM
134
AE Wealth Management
Kansas
$2.47M +$32.2K +1,780 +1%
ASN
135
Advisory Services Network
Georgia
$2.37M – – –
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$2.34M -$392K -21,659 -14%
SCA
137
Snowden Capital Advisors
New York
$2.29M +$406K +22,423 +22%
RIA
138
Regal Investment Advisors
Michigan
$2.27M -$4.79M -264,701 -68%
BEI
139
Benjamin Edwards Inc
Missouri
$2.17M +$2.17M +120,011 New
BCM
140
Brookstone Capital Management
Illinois
$2.16M +$103K +5,685 +5%
OIA
141
OneDigital Investment Advisors
Kansas
$2.14M -$7.82K -432 -0.4%
BFG
142
Beacon Financial Group
Texas
$2.14M -$111K -6,134 -5%
WAM
143
Walker Asset Management
Missouri
$2.14M -$246K -13,575 -10%
Jones Financial Companies
144
Jones Financial Companies
Missouri
$2.11M +$884K +48,729 +72%
AAS
145
Asset Allocation Strategies
Michigan
$2.1M +$23.7K +1,307 +1%
NPP
146
New Potomac Partners
Maryland
$2.08M -$81.9K -4,525 -4%
MFG
147
Mainsail Financial Group
Washington
$1.97M -$206K -11,369 -9%
KWM
148
Kingsview Wealth Management
Oregon
$1.96M +$164K +9,062 +9%
BFWM
149
Bright Futures Wealth Management
New York
$1.96M +$85K +4,743 +5%
IWN
150
Independent Wealth Network
Iowa
$1.95M +$40.5K +2,238 +2%
4 5
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