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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 %
PFGIA
176
Patriot Financial Group Insurance Agency
Massachusetts
$1.12M -$66.6K -3,843 -6%
BFG
177
Berger Financial Group
Minnesota
$1.08M -$358K -20,649 -25%
PA
178
PSI Advisors
Florida
$1.07M -$259K -14,963 -19%
LSA
179
Lion Street Advisors
Texas
$1.06M – – –
BSB
180
Bangor Savings Bank
Maine
$1.06M – – –
SF
181
Summit Financial
New Jersey
$1.03M -$459K -26,518 -31%
DAS
182
Dynamic Advisor Solutions
Arizona
$1.03M +$585K +33,752 +132%
MWPCG
183
Measured Wealth Private Client Group
New Hampshire
$1.01M -$11.1K -638 -1%
GAA
184
Global Assets Advisory
Florida
$1M +$1M +17,410 New
WC
185
Waterloo Capital
Texas
$988K -$294K -16,975 -23%
CWM
186
Concentrum Wealth Management
California
$980K -$12.7K -734 -1%
CFG
187
Cooper Financial Group
California
$976K +$1.26K +73 +0.1%
AWM
188
Accel Wealth Management
Iowa
$972K -$9.35K -540 -1%
CPIA
189
Cornell Pochily Investment Advisors
New York
$965K -$29.7K -1,712 -3%
DC
190
Davenport & Co
Virginia
$938K -$47.8K -2,760 -5%
CFS
191
Commonwealth Financial Services
West Virginia
$937K +$937K +55,582 New
GLA
192
Good Life Advisors
Pennsylvania
$930K +$472K +27,228 +103%
Brown Advisory
193
Brown Advisory
Maryland
$918K -$24.5K -1,415 -3%
OA
194
Operose Advisors
Wisconsin
$917K +$917K +52,955 New
AWS
195
Aspen Wealth Strategies
Colorado
$912K -$26.5K -1,530 -3%
MA
196
Mutual Advisors
Nebraska
$905K +$257K +14,844 +40%
HF
197
HRT Financial
New York
$904K +$904K +52,196 New
AFP
198
Ausdal Financial Partners
Iowa
$897K -$381 -22 -0%
RFA
199
ROI Financial Advisors
Oregon
$883K -$8.94K -516 -1%
First Trust Advisors
200
First Trust Advisors
Illinois
$879K -$6.93K -400 -0.8%
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8
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