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First Trust Preferred Securities and Income ETF
FPE

Overview Fund Activity

386 hedge funds and large institutions have $3.08B invested in First Trust Preferred Securities and Income ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 136 increasing their positions, 166 reducing their positions, and 41 closing their positions.

Holders
386
Holders Change
-10
Holders Change %
-2.53%
% of All Funds
6.16%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.33%
New
32
Increased
136
Reduced
166
Closed
41
Calls
$113K
Puts
–
Net Calls
+$113K
Net Calls Change
+$22K

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$41.2M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$11.8M
3
OPAM
3
Ocean Park Asset Management
California
$9.45M
4
Comerica Bank
4
Comerica Bank
Texas
$7.19M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$4.85M

Top Sellers

1
Jane Street
1
Jane Street
New York
$12.4M
2
State of Tennessee, Department of Treasury
2
State of Tennessee, Department of Treasury
Tennessee
$7.46M
3
PG
3
Prostatis Group
Maryland
$1.25M
4
CCA
4
Clearwater Capital Advisors
Illinois
$0
5
Renaissance Technologies
5
Renaissance Technologies
New York
$6.11M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$821M 51,428,608 +69,948 +0.1%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$321M 20,114,760 -48,353 -0.2%
LPL Financial
3
LPL Financial
California
$172M 10,743,607 -62,992 -0.6%
Wells Fargo
4
Wells Fargo
California
$168M 10,549,521 -48,866 -0.5%
UBS Group
5
UBS Group
Switzerland
$158M 9,900,363 +109,938 +1%
Bank of America
6
Bank of America
North Carolina
$104M 6,503,202 -317,676 -5%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$85.1M 5,328,057 +38,562 +0.7%
PNC
8
Park National Corp
Ohio
$59.9M 3,751,505 -121,743 -3%
Osaic Holdings
9
Osaic Holdings
Arizona
$49M 3,070,338 +75,846 +3%
RJA
10
Raymond James & Associates
Florida
$46.8M 2,932,813 -46,597 -2%
HighTower Advisors
11
HighTower Advisors
Illinois
$41.2M 2,579,819 +2,579,819 New
Stifel Financial
12
Stifel Financial
Missouri
$38.6M 2,418,800 +38,411 +2%
KAS
13
Kestra Advisory Services
Texas
$32M 2,003,126 +261,794 +15%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$30.5M 1,908,861 +264,096 +16%
CTB
15
Country Trust Bank
Illinois
$29.6M 1,850,915 -7,695 -0.4%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$26.2M 1,638,049 -400,614 -20%
BFG
17
Berger Financial Group
Minnesota
$24.8M 1,555,074 +32,535 +2%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$24M 1,502,293 +202,005 +16%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$21.2M 1,328,666 -4,682 -0.4%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$20.6M 1,292,209 +86,591 +7%
AAP
21
Arax Advisory Partners
Colorado
$19.5M 1,223,670 +77,449 +7%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$19.3M 1,209,701 -92,819 -7%
MFG
23
Magnus Financial Group
New York
$18.8M 1,174,483 -12,422 -1%
Truist Financial
24
Truist Financial
North Carolina
$17.6M 1,100,287 +9,493 +0.9%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$17.1M 1,071,196 +86,493 +9%
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