FPE icon

First Trust Preferred Securities and Income ETF

396 hedge funds and large institutions have $3.15B invested in First Trust Preferred Securities and Income ETF in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 138 increasing their positions, 161 reducing their positions, and 40 closing their positions.

Holders
396
Holders Change
Holders Change %
0%
% of All Funds
6.25%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.35%
New
45
Increased
138
Reduced
161
Closed
40
Calls
$125K
Puts
$34K
Net Calls
+$91K
Net Calls Change
+$23K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$820M 51,358,660 -939,852 -2%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$322M 20,163,113 +877,101 +5%
LPL Financial
3
LPL Financial
California
$173M 10,806,599 +1,003,522 +10%
Wells Fargo
4
Wells Fargo
California
$169M 10,598,387 -174,859 -2%
UBS Group
5
UBS Group
Switzerland
$156M 9,790,425 +65,456 +0.7%
Bank of America
6
Bank of America
North Carolina
$109M 6,820,878 +102,478 +2%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$84.5M 5,289,495 -866,631 -14%
Jane Street
8
Jane Street
New York
$65M 4,070,897 +2,452,541 +152%
PNC
9
Park National Corp
Ohio
$61.9M 3,873,248 -71,335 -2%
Osaic Holdings
10
Osaic Holdings
Arizona
$47.8M 2,994,492 -114,582 -4%
RJA
11
Raymond James & Associates
Florida
$47.6M 2,979,410 -45,690 -2%
Stifel Financial
12
Stifel Financial
Missouri
$38M 2,380,389 +3,045 +0.1%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$32.6M 2,038,663 -18,860 -0.9%
CTB
14
Country Trust Bank
Illinois
$29.7M 1,858,610 +62,683 +3%
KAS
15
Kestra Advisory Services
Texas
$27.8M 1,741,332 -23,777 -1%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$26.3M 1,644,765 -299,103 -15%
State of Tennessee, Department of Treasury
17
State of Tennessee, Department of Treasury
Tennessee
$24.3M 1,523,200 -1,932,604 -56%
BFG
18
Berger Financial Group
Minnesota
$24.3M 1,522,539 +24,735 +2%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$21.3M 1,333,348 -74,978 -5%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$20.8M 1,302,520 +23,574 +2%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$20.8M 1,300,288 +118,411 +10%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$19.3M 1,205,618 +1,205,618 New
MFG
23
Magnus Financial Group
New York
$19M 1,186,905 +35,125 +3%
AAP
24
Arax Advisory Partners
Colorado
$18.3M 1,146,221 +50,480 +5%
MMA
25
Miracle Mile Advisors
California
$18M 1,129,435 -673,089 -37%