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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 %
QA
151
Quantitative Advantage
Minnesota
$1.55M -$23.1K -1,142 -1%
CCFM
152
Clear Creek Financial Management
Washington
$1.54M +$1.54M +76,266 New
MIAN
153
Mariner Independent Advisor Network
Kansas
$1.53M -$1.88M -93,311 -55%
FWM
154
Frontier Wealth Management
Missouri
$1.52M -$75.3K -3,730 -5%
MWA
155
Moser Wealth Advisors
Washington
$1.49M +$969 +48 +0.1%
LA
156
LexAurum Advisors
Kansas
$1.43M +$1.43M +70,869 New
AFM
157
Andesa Financial Management
Pennsylvania
$1.42M -$618K -30,637 -30%
SFA
158
Sequoia Financial Advisors
Ohio
$1.4M +$104K +5,170 +8%
FEG
159
Financial Enhancement Group
Indiana
$1.37M -$180K -8,892 -12%
MCM
160
MAI Capital Management
Ohio
$1.33M +$1.33M +66,096 New
LI
161
LVZ Inc
Michigan
$1.32M +$253K +12,547 +24%
WCM
162
WealthBridge Capital Management
Ohio
$1.31M +$32.6K +1,613 +3%
AI
163
Atria Investments
North Carolina
$1.26M +$202K +10,023 +19%
RIA
164
Regal Investment Advisors
Michigan
$1.25M +$1.25M +62,032 New
AF
165
Advisornet Financial
Minnesota
$1.23M +$13.1K +650 +1%
UCFA
166
United Capital Financial Advisors
Texas
$1.16M +$230K +11,397 +25%
JWBC
167
J.W. Burns & Co
New York
$1.15M -$14.6K -725 -1%
HH
168
Hilltop Holdings
Texas
$1.14M +$23.5K +1,163 +2%
DADC
169
D.A. Davidson & Co
Montana
$1.12M -$17.6K -871 -2%
PA
170
PSI Advisors
Florida
$1.08M -$94.9K -4,701 -8%
BCM
171
Breiter Capital Management
Florida
$1.07M +$80.5K +3,990 +8%
SW
172
SteelPeak Wealth
California
$1.07M +$38.6K +1,913 +4%
OA
173
Oxbow Advisors
Texas
$1.05M -$37K -1,830 -3%
M&T Bank
174
M&T Bank
New York
$1.04M +$42.9K +2,124 +4%
FAIM
175
Financial Advocates Investment Management
Washington
$1.02M -$1.64K -81 -0.2%
5 6
7
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