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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.

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
1
Wells Fargo
California
$150M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.15B
3
Jane Street
3
Jane Street
New York
$32.8M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$379M
5
HI
5
Horizon Investments
North Carolina
$18.3M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$79.1M
2
State of Tennessee, Department of Treasury
2
State of Tennessee, Department of Treasury
Tennessee
$29M
3
SWM
3
Southern Wealth Management
Texas
$8.38M
4
UBS Group
4
UBS Group
Switzerland
$273M
5
KCM
5
Karp Capital Management
California
$560K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.15B 60,397,509 +1,484,621 +3%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$379M 19,946,709 +1,206,106 +6%
UBS Group
3
UBS Group
Switzerland
$273M 14,350,572 -649,331 -4%
LPL Financial
4
LPL Financial
California
$187M 9,810,069 -465,696 -5%
Bank of America
5
Bank of America
North Carolina
$176M 9,267,075 +547,583 +6%
Wells Fargo
6
Wells Fargo
California
$150M 7,879,030 +1,888,042 +32%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$146M 7,685,110 -27,984 -0.4%
PNC
8
Park National Corp
Ohio
$85.6M 4,497,909 +103,043 +2%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$79.3M 4,157,298 +100,070 +2%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$79.1M 4,160,249 -1,789,212 -30%
GI
11
Gradient Investments
Minnesota
$76.7M 4,030,079 +444,541 +12%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$61.9M 3,254,430 +540,881 +20%
Osaic Holdings
13
Osaic Holdings
Arizona
$55.6M 3,407,255 +560,924 +20%
Truist Financial
14
Truist Financial
North Carolina
$49.3M 2,594,559 -152,338 -6%
RJA
15
Raymond James & Associates
Florida
$49M 2,577,826 -507,660 -16%
MMA
16
Miracle Mile Advisors
California
$46.4M 2,441,017 -235,131 -9%
Stifel Financial
17
Stifel Financial
Missouri
$43.3M 2,278,209 +72,293 +3%
CTB
18
Country Trust Bank
Illinois
$41.8M 2,198,504 -114,028 -5%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$35.7M 1,876,778 -520,463 -22%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$33.6M 1,768,430 +152,045 +9%
Jane Street
21
Jane Street
New York
$32.8M 1,726,181 +1,384,759 +406%
FAM
22
Flaharty Asset Management
Florida
$32.2M 1,692,779 +125,975 +8%
CCA
23
Clearwater Capital Advisors
Illinois
$29.9M 1,570,565 -20,746 -1%
SFWA
24
Summit Financial Wealth Advisors
Louisiana
$29.1M 1,529,249 +115,591 +8%
State of Tennessee, Department of Treasury
25
State of Tennessee, Department of Treasury
Tennessee
$29M 1,526,900 -1,371,300 -47%
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