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First Trust Preferred Securities and Income ETF
FPE

Overview Fund Activity

402 hedge funds and large institutions have $4.13B invested in First Trust Preferred Securities and Income ETF in 2023 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 126 increasing their positions, 173 reducing their positions, and 36 closing their positions.

Holders
402
Holders Change
+16
Holders Change %
+4.15%
% of All Funds
5.89%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.28%
New
56
Increased
126
Reduced
173
Closed
36
Calls
$266K
Puts
$422K
Net Calls
-$156K
Net Calls Change
-$269K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.59B
2
Jane Street
2
Jane Street
New York
$83.2M
3
OMC
3
Old Mission Capital
Illinois
$47.8M
4
SA
4
Stonebridge Advisors
Connecticut
$33.2M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$36.1M

Top Sellers

1
BFG
1
Berger Financial Group
Minnesota
$1.4M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$31.1M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$319M
4
LPL Financial
4
LPL Financial
California
$171M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$35.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.59B 94,259,510 +42,830,902 +83%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$319M 18,912,418 -1,202,342 -6%
Wells Fargo
3
Wells Fargo
California
$179M 10,592,022 +42,501 +0.4%
LPL Financial
4
LPL Financial
California
$171M 10,139,362 -604,245 -6%
UBS Group
5
UBS Group
Switzerland
$165M 9,792,482 -107,881 -1%
Bank of America
6
Bank of America
North Carolina
$126M 7,455,397 +952,195 +15%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$84.3M 5,001,916 -326,141 -6%
Jane Street
8
Jane Street
New York
$83.2M 4,936,786 +4,158,608 +534%
PNC
9
Park National Corp
Ohio
$55.6M 3,296,545 -454,960 -12%
RJA
10
Raymond James & Associates
Florida
$52.3M 3,102,085 +169,272 +6%
OMC
11
Old Mission Capital
Illinois
$47.8M 2,835,478 +2,824,895 +26,693%
Stifel Financial
12
Stifel Financial
Missouri
$40.5M 2,401,954 -16,846 -0.7%
Renaissance Technologies
13
Renaissance Technologies
New York
$36.1M 2,140,100 +1,757,405 +459%
HighTower Advisors
14
HighTower Advisors
Illinois
$35.3M 2,094,725 -485,094 -19%
KAS
15
Kestra Advisory Services
Texas
$34.3M 2,033,998 +30,872 +2%
SA
16
Stonebridge Advisors
Connecticut
$33.2M 1,972,113 +1,957,729 +13,610%
Osaic Holdings
17
Osaic Holdings
Arizona
$31.1M 1,842,555 -1,227,783 -40%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$28.9M 1,712,790 -196,071 -10%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$25.9M 1,536,190 -101,859 -6%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$24.8M 1,468,364 +176,155 +14%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$24.7M 1,464,538 -37,755 -3%
CTB
22
Country Trust Bank
Illinois
$24.2M 1,436,557 -414,358 -22%
AAP
23
Arax Advisory Partners
Colorado
$23.3M 1,380,543 +156,873 +13%
MFG
24
Magnus Financial Group
New York
$23.1M 1,368,189 +193,706 +16%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$21M 1,245,887 +36,186 +3%
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