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First Trust Preferred Securities and Income ETF
FPE

Overview Fund Activity

403 hedge funds and large institutions have $3.26B invested in First Trust Preferred Securities and Income ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 163 increasing their positions, 139 reducing their positions, and 38 closing their positions.

Holders
403
Holders Change
+1
Holders Change %
+0.25%
% of All Funds
5.84%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
44
Increased
163
Reduced
139
Closed
38
Calls
$35K
Puts
$348K
Net Calls
-$313K
Net Calls Change
-$157K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$184M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$19.8M
3
Wells Fargo
3
Wells Fargo
California
$196M
4
WA
4
Waverly Advisors
Alabama
$11.6M
5
OPAM
5
Ocean Park Asset Management
California
$25.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$822M
2
Jane Street
2
Jane Street
New York
$2.61M
3
OMC
3
Old Mission Capital
Illinois
$0
4
HighTower Advisors
4
HighTower Advisors
Illinois
$0
5
SA
5
Stonebridge Advisors
Connecticut
$3.16M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$822M 47,463,159 -46,796,351 -50%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$302M 17,415,189 -1,497,229 -8%
Wells Fargo
3
Wells Fargo
California
$196M 11,294,102 +702,080 +7%
UBS Group
4
UBS Group
Switzerland
$184M 10,620,906 +828,424 +8%
LPL Financial
5
LPL Financial
California
$182M 10,479,581 +340,219 +3%
Bank of America
6
Bank of America
North Carolina
$133M 7,676,573 +221,176 +3%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$93.4M 5,394,476 +392,560 +8%
RJA
8
Raymond James & Associates
Florida
$57.8M 3,334,448 +232,363 +7%
PNC
9
Park National Corp
Ohio
$56.5M 3,262,711 -33,834 -1%
KAS
10
Kestra Advisory Services
Texas
$37M 2,134,429 +100,431 +5%
Osaic Holdings
11
Osaic Holdings
Arizona
$33.7M 1,948,087 +105,532 +6%
Stifel Financial
12
Stifel Financial
Missouri
$31.3M 1,806,438 -595,516 -25%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$31M 1,791,800 +323,436 +22%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$29.9M 1,726,539 +262,001 +18%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$28.8M 1,662,866 -49,924 -3%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$27.8M 1,602,620 +66,430 +4%
Renaissance Technologies
17
Renaissance Technologies
New York
$27M 1,559,808 -580,292 -27%
OPAM
18
Ocean Park Asset Management
California
$25.9M 1,495,128 +614,600 +70%
AAP
19
Arax Advisory Partners
Colorado
$24.9M 1,435,645 +55,102 +4%
MFG
20
Magnus Financial Group
New York
$24.1M 1,391,222 +23,033 +2%
CTB
21
Country Trust Bank
Illinois
$24M 1,384,283 -52,274 -4%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$23.7M 1,366,199 +204,366 +18%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$22.4M 1,295,885 +74,688 +6%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$22M 1,268,246 +22,359 +2%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$19.8M 1,141,966 +754,718 +195%
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