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First Trust Preferred Securities and Income ETF
FPE

Overview Fund Activity

420 hedge funds and large institutions have $4.53B invested in First Trust Preferred Securities and Income ETF in 2022 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 151 increasing their positions, 151 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
+15
Holders Change %
+3.7%
% of All Funds
6.65%
Holding in Top 10
36
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.7%
% of All Funds
0.57%
New
59
Increased
151
Reduced
151
Closed
40
Calls
$2.67M
Puts
$1K
Net Calls
+$2.67M
Net Calls Change
+$2.67M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$35.9M
2
Morgan Stanley
Morgan Stanley
New York
+$28.2M
3
Jane Street
Jane Street
New York
+$26.3M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$22.9M
5
HI
Horizon Investments
North Carolina
+$18.3M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$34M
2
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$26.1M
3
SWM
Southern Wealth Management
Texas
-$20.8M
4
UBS Group
UBS Group
Switzerland
-$12.4M
5
KCM
Karp Capital Management
California
-$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWA
176
Moser Wealth Advisors
Washington
$1.77M -$27.6K -1,449 -2%
OC
177
Oppenheimer & Co
New York
$1.77M +$57.5K +3,025 +3%
MIAN
178
Mariner Independent Advisor Network
Kansas
$1.71M -$38.4K -2,016 -2%
BEI
179
Benjamin Edwards Inc
Missouri
$1.67M -$36.3K -1,909 -2%
IGWM
180
ICA Group Wealth Management
Colorado
$1.67M +$1.67M +92,203 New
SF
181
Synovus Financial
Georgia
$1.65M +$179K +9,418 +12%
CPIA
182
Cornell Pochily Investment Advisors
New York
$1.64M -$113K -5,936 -6%
BRWA
183
B. Riley Wealth Advisors
Florida
$1.54M -$243K -12,791 -14%
ASN
184
Advisory Services Network
Georgia
$1.52M +$147K +7,720 +11%
LI
185
LVZ Inc
Michigan
$1.5M -$7.74K -407 -0.5%
TLFA
186
True Link Financial Advisors
California
$1.49M +$1.49M +78,212 New
IAIM
187
International Assets Investment Management
Florida
$1.49M +$1.49M +78,177 New
IWN
188
Independent Wealth Network
Iowa
$1.48M +$53.3K +2,801 +4%
SCA
189
Snowden Capital Advisors
New York
$1.48M +$502K +26,386 +51%
SB
190
Strategic Blueprint
Georgia
$1.46M +$1.07M +56,420 +275%
DAS
191
Dynamic Advisor Solutions
Arizona
$1.46M +$1.22M +64,351 +515%
PNC Financial Services Group
192
PNC Financial Services Group
Pennsylvania
$1.43M +$10.1K +529 +0.7%
WS
193
Wedbush Securities
California
$1.43M -$801K -42,111 -36%
HIS
194
Harvest Investment Services
Illinois
$1.39M -$81.9K -4,305 -6%
MC
195
Moors & Cabot
Massachusetts
$1.39M +$18.1K +953 +1%
CGFA
196
Colton Groome Financial Advisors
North Carolina
$1.38M +$1.38M +72,617 New
NA
197
NewEdge Advisors
Louisiana
$1.3M -$254K -13,349 -16%
CIBC World Market
198
CIBC World Market
Ontario, Canada
$1.26M -$130K -6,857 -9%
BPA
199
Beacon Pointe Advisors
California
$1.26M +$204K +10,753 +19%
WCM
200
WealthBridge Capital Management
Ohio
$1.23M +$90.5K +4,761 +8%
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