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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 %
MFG
151
Mainsail Financial Group
Washington
$1.59M +$65.2K +3,766 +4%
KWM
152
Kingsview Wealth Management
Oregon
$1.54M -$13.3K -765 -0.9%
WAG
153
Wiser Advisor Group
Arizona
$1.48M -$45.1K -2,603 -3%
SCA
154
Snowden Capital Advisors
New York
$1.48M +$307K +17,747 +26%
AI
155
AXS Investments
New York
$1.47M +$260K +15,000 +21%
PTC
156
Private Trust Company
Ohio
$1.44M -$324K -18,725 -18%
SF
157
Synovus Financial
Georgia
$1.41M +$67.8K +3,915 +5%
FWP
158
FAS Wealth Partners
Kansas
$1.4M -$109K -6,293 -7%
AAS
159
Ameritas Advisory Services
Nebraska
$1.36M +$810K +47,076 +146%
SG
160
StoneX Group
New York
$1.36M -$126K -7,267 -8%
NS
161
NBC Securities
Alabama
$1.36M +$58.1K +3,357 +4%
RCIM
162
Red Cedar Investment Management
Michigan
$1.34M – – –
PG
163
Patten Group
Tennessee
$1.34M +$46.6K +2,693 +4%
MC
164
Moors & Cabot
Massachusetts
$1.33M +$46.9K +2,706 +4%
WCM
165
WealthBridge Capital Management
Ohio
$1.3M +$65K +3,753 +5%
AWG
166
Altus Wealth Group
Colorado
$1.27M -$726K -41,930 -36%
UAG
167
United Advisor Group
Ohio
$1.26M +$1.26M +72,812 New
JWCA
168
J.W. Cole Advisors
Florida
$1.24M -$116K -6,722 -9%
HIS
169
Harvest Investment Services
Illinois
$1.22M -$537 -31 -0%
QPW
170
Quantum Private Wealth
Florida
$1.21M +$17 +1 +0%
AWA
171
ARQ Wealth Advisors
Arizona
$1.2M +$1.2M +69,407 New
EL
172
Essex LLC
Illinois
$1.18M -$39.1K -2,255 -3%
IAN
173
Integrated Advisors Network
Texas
$1.17M +$5.37K +310 +0.5%
JIP
174
Jaffetilchin Investment Partners
Florida
$1.15M -$182K -10,531 -14%
SFI
175
SPC Financial Inc
Maryland
$1.14M -$129K -7,456 -10%
5 6
7
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