FPE icon

First Trust Preferred Securities and Income ETF

396 hedge funds and large institutions have $3.1B invested in First Trust Preferred Securities and Income ETF in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 143 increasing their positions, 152 reducing their positions, and 58 closing their positions.

Holders
396
Holders Change
-27
Holders Change %
-6.38%
% of All Funds
6.34%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.3%
New
40
Increased
143
Reduced
152
Closed
58
Calls
$105K
Puts
$37K
Net Calls
+$68K
Net Calls Change
-$536K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$835M 52,298,512 +1,461,684 +3%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$308M 19,286,012 -1,184,246 -6%
Wells Fargo
3
Wells Fargo
California
$172M 10,773,246 +2,208,674 +26%
LPL Financial
4
LPL Financial
California
$156M 9,803,077 +665,019 +7%
UBS Group
5
UBS Group
Switzerland
$155M 9,724,969 -497,017 -5%
Bank of America
6
Bank of America
North Carolina
$107M 6,718,400 -377,566 -5%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$98.3M 6,156,126 +657,257 +12%
PNC
8
Park National Corp
Ohio
$63M 3,944,583 -102,449 -3%
State of Tennessee, Department of Treasury
9
State of Tennessee, Department of Treasury
Tennessee
$55.2M 3,455,804 +3,140,704 +997%
Osaic Holdings
10
Osaic Holdings
Arizona
$49.7M 3,109,074 +554,017 +22%
RJA
11
Raymond James & Associates
Florida
$48.3M 3,025,100 +292,046 +11%
Stifel Financial
12
Stifel Financial
Missouri
$37.9M 2,377,344 -157,863 -6%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$32.8M 2,057,523 +1,182 +0.1%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$31M 1,943,868 -37,790 -2%
MMA
15
Miracle Mile Advisors
California
$28.8M 1,802,524 -319,585 -15%
CTB
16
Country Trust Bank
Illinois
$28.7M 1,795,927 -290,162 -14%
KAS
17
Kestra Advisory Services
Texas
$28.2M 1,765,109 +1,108,328 +169%
Jane Street
18
Jane Street
New York
$25.8M 1,618,356 -6,266,759 -79%
BFG
19
Berger Financial Group
Minnesota
$23.9M 1,497,804 +63,874 +4%
Truist Financial
20
Truist Financial
North Carolina
$21.4M 1,341,668 -349,101 -21%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$20.6M 1,293,453 -236,966 -15%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$20.4M 1,278,946 -234,100 -15%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$18.9M 1,181,877 -190,324 -14%
MFG
24
Magnus Financial Group
New York
$18.4M 1,151,780 +55,880 +5%
AAP
25
Arax Advisory Partners
Colorado
$17.5M 1,095,741 -3,666 -0.3%