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First Trust Preferred Securities and Income ETF
FPE

Overview Fund Activity

404 hedge funds and large institutions have $3.7B invested in First Trust Preferred Securities and Income ETF in 2022 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 109 increasing their positions, 192 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
-16
Holders Change %
-3.81%
% of All Funds
6.83%
Holding in Top 10
28
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-22.22%
% of All Funds
0.47%
New
44
Increased
109
Reduced
192
Closed
56
Calls
$291K
Puts
$174K
Net Calls
+$117K
Net Calls Change
-$2.56M

Top Buyers

1
SWM
Southern Wealth Management
Texas
$22.3M
2
SA
Stonebridge Advisors
Connecticut
$30.6M
3
BFG
Bouchey Financial Group
New York
$12.4M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$84.6M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$352M

Top Sellers

1
GI
Gradient Investments
Minnesota
$266K
2
Morgan Stanley
Morgan Stanley
New York
$981M
3
UBS Group
UBS Group
Switzerland
$214M
4
SFI
SPC Financial Inc
Maryland
$2.1M
5
HI
Horizon Investments
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
201
Creative Financial Designs
Indiana
$856K +$84.3K +4,893 +11%
FWP
202
FAS Wealth Partners
Kansas
$844K +$844K +49,005 New
ACA
203
Ascension Capital Advisors
Texas
$841K – – –
AF
204
Advisornet Financial
Minnesota
$829K +$78.9K +4,579 +11%
VCM
205
Vivaldi Capital Management
Illinois
$827K +$324K +18,792 +64%
SF
206
Synovus Financial
Georgia
$824K -$671K -38,947 -45%
OA
207
Oxbow Advisors
Texas
$804K -$5.86K -340 -0.7%
AWA
208
Arete Wealth Advisors
Illinois
$793K -$60K -3,485 -7%
AAMA
209
Advanced Asset Management Advisors
Ohio
$793K – – –
Bank of New York Mellon
210
Bank of New York Mellon
New York
$785K +$155K +8,973 +25%
APP
211
Avantax Planning Partners
Iowa
$767K +$767K +44,517 New
VCM
212
Virtue Capital Management
Tennessee
$753K -$196K -11,382 -21%
Mariner
213
Mariner
Kansas
$746K -$6.66M -386,167 -90%
CCG
214
Coastwise Capital Group
California
$740K +$10.9K +634 +1%
MAP
215
Milestone Advisory Partners
North Carolina
$736K -$16M -924,298 -96%
JWBC
216
J.W. Burns & Co
New York
$733K -$38.7K -2,245 -5%
MA
217
MJP Associates
Connecticut
$733K -$35.9K -2,083 -5%
WWM
218
Wagner Wealth Management
South Carolina
$708K -$47K -2,726 -6%
AWM
219
Axxcess Wealth Management
California
$707K -$27.5K -1,594 -4%
AWM
220
AE Wealth Management
Kansas
$703K -$238K -13,833 -25%
NWA
221
Navis Wealth Advisors
New York
$689K – – –
DAS
222
Dynamic Advisor Solutions
Arizona
$679K -$645K -37,430 -49%
VAS
223
Vestmark Advisory Solutions
Massachusetts
$666K -$317K -18,411 -32%
First Trust Advisors
224
First Trust Advisors
Illinois
$636K +$44.5K +2,582 +8%
WWA
225
WCG Wealth Advisors
Nevada
$616K +$616K +35,724 New
7 8
9
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