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First Trust Preferred Securities and Income ETF
FPE

Overview Fund Activity

354 hedge funds and large institutions have $4.12B invested in First Trust Preferred Securities and Income ETF in 2021 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 190 increasing their positions, 69 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
Holders Change
+24
Holders Change %
+7.27%
% of All Funds
6.18%
Holding in Top 10
36
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+20%
% of All Funds
0.63%
New
51
Increased
190
Reduced
69
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.07B
2
AWM
AE Wealth Management
Kansas
$49.4M
3
UBS Group
UBS Group
Switzerland
$267M
4
Wells Fargo
Wells Fargo
California
$49.7M
5
LPL Financial
LPL Financial
California
$161M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
$0
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$21.2M
3
KCM
Karp Capital Management
California
$0
4
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
$0
5
TC
Trilogy Capital
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PG
176
Patten Group
Tennessee
$1.32M +$187K +9,090 +17%
PWM
177
PRW Wealth Management
Massachusetts
$1.32M +$796K +38,634 +152%
MCM
178
MAI Capital Management
Ohio
$1.31M -$48K -2,330 -4%
IA
179
IFG Advisory
Georgia
$1.28M -$208K -10,079 -14%
AAM
180
Autus Asset Management
Arizona
$1.27M +$1.27M +61,803 New
BCM
181
Breiter Capital Management
Florida
$1.25M +$168K +8,167 +16%
PAS
182
Park Avenue Securities
New York
$1.25M +$116K +5,637 +10%
SWM
183
Spire Wealth Management
Virginia
$1.24M +$140K +6,796 +13%
AWM
184
Accel Wealth Management
Iowa
$1.22M +$213K +10,361 +21%
BAM
185
Belpointe Asset Management
Nevada
$1.15M +$603K +29,285 +110%
RCIM
186
Red Cedar Investment Management
Michigan
$1.14M +$81.8K +3,970 +8%
SW
187
SteelPeak Wealth
California
$1.13M +$53K +2,574 +5%
HH
188
Hilltop Holdings
Texas
$1.12M -$618 -30 -0.1%
OMC
189
Old Mission Capital
Illinois
$1.11M -$572K -27,745 -34%
JWBC
190
J.W. Burns & Co
New York
$1.11M -$51K -2,475 -4%
MC
191
Moors & Cabot
Massachusetts
$1.11M +$22.5K +1,094 +2%
SCA
192
Snowden Capital Advisors
New York
$1.1M +$9.41K +457 +0.9%
SWM
193
SeaCrest Wealth Management
New York
$1.1M -$6.88K -334 -0.6%
CAM
194
Cozad Asset Management
Illinois
$1.09M +$91.8K +4,455 +9%
OA
195
Oxbow Advisors
Texas
$1.07M -$3.13K -152 -0.3%
RJT
196
Raymond James Trust
Florida
$1.07M +$1.07M +51,798 New
CCM
197
Chiron Capital Management
Florida
$1.05M +$168K +8,144 +19%
NFG
198
Next Financial Group
Texas
$1.05M -$15K -730 -1%
AWA
199
Arete Wealth Advisors
Illinois
$1.04M – – –
KFS
200
Kelly Financial Services
Massachusetts
$1.01M +$972K +20,023 +2,860%
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