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First Trust Preferred Securities and Income ETF
FPE

Overview Fund Activity

440 hedge funds and large institutions have $3.71B invested in First Trust Preferred Securities and Income ETF in 2024 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 187 increasing their positions, 123 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
440
Holders Change
+29
Holders Change %
+7.06%
% of All Funds
5.86%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.25%
New
76
Increased
187
Reduced
123
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SA
Stonebridge Advisors
Connecticut
+$37.1M
2
Morgan Stanley
Morgan Stanley
New York
+$33.1M
3
MCM
MAI Capital Management
Ohio
+$27.2M
4
LPL Financial
LPL Financial
California
+$20.4M
5
FWP
Falcon Wealth Planning
California
+$19.2M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$25.9M
2
Renaissance Technologies
Renaissance Technologies
New York
-$20.3M
3
Barclays
Barclays
United Kingdom
-$12.8M
4
AO
Advisor OS
Illinois
-$7.79M
5
FEG
Financial Enhancement Group
Indiana
-$7.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCIM
201
Red Cedar Investment Management
Michigan
$861K – – –
KIA
202
Kraematon Investment Advisors
Massachusetts
$847K +$216K +12,183 +34%
BIA
203
Barry Investment Advisors
Massachusetts
$844K +$437K +24,674 +107%
CFG
204
Cooper Financial Group
California
$804K -$99.5K -5,621 -11%
OMC
205
Old Mission Capital
Illinois
$798K +$798K +45,061 New
AFP
206
Ausdal Financial Partners
Iowa
$781K +$90.9K +5,133 +13%
APP
207
Avantax Planning Partners
Iowa
$772K +$148K +8,337 +24%
AWG
208
Altus Wealth Group
Colorado
$770K -$216K -12,182 -22%
NW
209
NewEdge Wealth
Pennsylvania
$760K +$277K +15,622 +57%
MFP
210
Meridian Financial Partners
Virginia
$742K +$742K +41,910 New
MW
211
Maia Wealth
Colorado
$728K -$1.37K -77 -0.2%
CPIA
212
Cornell Pochily Investment Advisors
New York
$711K -$127K -7,183 -15%
SA
213
Sovran Advisors
California
$705K +$705K +40,153 New
IA
214
IFG Advisory
Georgia
$703K +$1.84K +104 +0.3%
QPW
215
Quantum Private Wealth
Florida
$702K -$177K -9,999 -20%
PPP
216
Private Portfolio Partners
New Jersey
$683K +$69.2K +3,907 +11%
WCM
217
Winebrenner Capital Management
Kentucky
$676K +$676K +38,218 New
MA
218
Mutual Advisors
Nebraska
$671K +$3.28K +185 +0.5%
MPCG
219
Matrix Private Capital Group
New York
$663K – – –
FFP
220
Freedom Financial Partners
Minnesota
$641K +$641K +36,238 New
WI
221
Wintrust Investments
Illinois
$639K +$5.43K +307 +0.9%
CWM
222
Concentrum Wealth Management
California
$637K -$332K -18,767 -34%
OIM
223
Oder Investment Management
California
$633K +$2.46K +139 +0.4%
CWM
224
Cornerstone Wealth Management
Missouri
$629K +$629K +35,520 New
VWA
225
Visionary Wealth Advisors
Illinois
$627K +$627K +35,431 New
7 8
9
10 11