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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 %
PCG
151
Prosperity Consulting Group
Maryland
$1.82M +$1.82M +100,427 New
NS
152
NBC Securities
Alabama
$1.78M +$283K +15,621 +19%
SG
153
StoneX Group
New York
$1.76M +$295K +16,286 +20%
PTC
154
Private Trust Company
Ohio
$1.7M -$87K -4,806 -5%
MWA
155
Moser Wealth Advisors
Washington
$1.69M +$24.4K +1,347 +1%
FW
156
FullCircle Wealth
Texas
$1.68M +$319K +17,752 +23%
MC
157
Moors & Cabot
Massachusetts
$1.68M +$206K +11,376 +14%
BPA
158
Beacon Pointe Advisors
California
$1.63M -$17.2K -953 -1%
First Trust Advisors
159
First Trust Advisors
Illinois
$1.59M +$1.16M +63,834 +264%
PA
160
Parallel Advisors
California
$1.58M -$73.3K -4,049 -4%
GCM
161
Gallacher Capital Management
Colorado
$1.57M -$723K -39,968 -32%
SF
162
Synovus Financial
Georgia
$1.56M +$131K +7,218 +9%
SF
163
Summit Financial
New Jersey
$1.53M +$561K +31,005 +58%
DAS
164
Dynamic Advisor Solutions
Arizona
$1.52M +$292K +16,107 +24%
WCM
165
WealthBridge Capital Management
Ohio
$1.49M +$245K +13,539 +20%
FWP
166
FAS Wealth Partners
Kansas
$1.47M -$100K -5,546 -6%
PS
167
Principal Securities
Iowa
$1.44M +$879K +48,567 +156%
PG
168
Patten Group
Tennessee
$1.4M -$15.1K -836 -1%
JIP
169
Jaffetilchin Investment Partners
Florida
$1.35M +$158K +8,755 +13%
WAG
170
Wiser Advisor Group
Arizona
$1.31M +$2.06K +114 +0.2%
AAS
171
Ameritas Advisory Services
Nebraska
$1.29M -$29.7K -1,642 -2%
SWP
172
Summit Wealth Partners
Florida
$1.28M +$5.72K +316 +0.4%
PVI
173
Pine Valley Investments
New Jersey
$1.26M +$1.26M +69,676 New
HIS
174
Harvest Investment Services
Illinois
$1.26M +$4.02K +222 +0.3%
JWCA
175
J.W. Cole Advisors
Florida
$1.22M -$7.8K -431 -0.6%
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