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First Trust Preferred Securities and Income ETF
FPE

Overview Fund Activity

396 hedge funds and large institutions have $3.1B invested in First Trust Preferred Securities and Income ETF in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 143 increasing their positions, 152 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
-27
Holders Change %
-6.38%
% of All Funds
6.34%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.3%
New
40
Increased
143
Reduced
152
Closed
58
Calls
$105K
Puts
$37K
Net Calls
+$68K
Net Calls Change
-$536K

Top Buyers

1
State of Tennessee, Department of Treasury
1
State of Tennessee, Department of Treasury
Tennessee
$55.2M
2
Wells Fargo
2
Wells Fargo
California
$172M
3
Morgan Stanley
3
Morgan Stanley
New York
$835M
4
KAS
4
Kestra Advisory Services
Texas
$28.2M
5
LPL Financial
5
LPL Financial
California
$156M

Top Sellers

1
Jane Street
1
Jane Street
New York
$25.8M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$10.3M
3
SA
3
Stonebridge Advisors
Connecticut
$10.3M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$308M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
151
Snowden Capital Advisors
New York
$1.51M -$53.1K -3,326 -3%
IGWM
152
ICA Group Wealth Management
Colorado
$1.48M -$3.13K -196 -0.2%
LPAM
153
Lodestar Private Asset Management
California
$1.47M -$428K -26,813 -23%
ACA
154
Ascension Capital Advisors
Texas
$1.43M -$70.5K -4,418 -5%
CWM
155
Concentrum Wealth Management
California
$1.43M – – –
SG
156
StoneX Group
New York
$1.42M -$129K -8,092 -8%
CCG
157
Cypress Capital Group
Florida
$1.41M -$1.4M -87,504 -50%
US Bancorp
158
US Bancorp
Minnesota
$1.38M -$997K -62,475 -42%
SFC
159
Strategic Financial Concepts
Texas
$1.37M +$1.37M +86,112 New
PAG
160
Private Advisory Group
Washington
$1.33M +$1.33M +83,388 New
GCM
161
Gallacher Capital Management
Colorado
$1.31M +$223K +14,003 +21%
PA
162
PSI Advisors
Florida
$1.3M -$48.5K -3,037 -4%
Bank of New York Mellon
163
Bank of New York Mellon
New York
$1.29M +$115K +7,225 +10%
PFGIA
164
Patriot Financial Group Insurance Agency
Massachusetts
$1.25M -$331K -20,769 -21%
HR
165
Hardy Reed
Mississippi
$1.25M – – –
DC
166
Davenport & Co
Virginia
$1.23M +$43.1K +2,699 +4%
WCM
167
WealthBridge Capital Management
Ohio
$1.23M +$82.2K +5,150 +7%
QPW
168
Quantum Private Wealth
Florida
$1.22M -$65.4K -4,100 -5%
CPIA
169
Cornell Pochily Investment Advisors
New York
$1.21M -$18.4K -1,152 -1%
Brown Advisory
170
Brown Advisory
Maryland
$1.2M -$44.7K -2,800 -4%
CAMG
171
CWA Asset Management Group
Florida
$1.15M -$173K -10,833 -13%
JWCA
172
J.W. Cole Advisors
Florida
$1.14M +$893K +55,941 +367%
RG
173
Retirement Group
California
$1.12M -$49.5K -3,099 -4%
QWM
174
QP Wealth Management
New Jersey
$1.12M +$381K +23,880 +52%
Millennium Management
175
Millennium Management
New York
$1.11M -$2.82M -176,337 -72%
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