FPE icon

First Trust Preferred Securities and Income ETF

403 hedge funds and large institutions have $3.24B invested in First Trust Preferred Securities and Income ETF in 2024 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 145 increasing their positions, 156 reducing their positions, and 36 closing their positions.

Holders
403
Holders Change
Holders Change %
0%
% of All Funds
5.86%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
43
Increased
145
Reduced
156
Closed
36
Calls
Puts
$174K
Net Calls
-$174K
Net Calls Change
+$139K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$818M 47,141,555 -321,604 -0.7%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$285M 16,414,668 -1,000,521 -6%
Wells Fargo
3
Wells Fargo
California
$203M 11,668,558 +374,456 +3%
LPL Financial
4
LPL Financial
California
$188M 10,841,607 +362,026 +3%
UBS Group
5
UBS Group
Switzerland
$186M 10,719,580 +98,674 +0.9%
Bank of America
6
Bank of America
North Carolina
$97.9M 5,637,449 -2,039,124 -27%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$96.4M 5,552,458 +157,982 +3%
RJA
8
Raymond James & Associates
Florida
$57.4M 3,307,479 -26,969 -0.8%
PNC
9
Park National Corp
Ohio
$55.3M 3,184,324 -78,387 -2%
HighTower Advisors
10
HighTower Advisors
Illinois
$45.5M 2,618,765 +2,618,765 New
KAS
11
Kestra Advisory Services
Texas
$38.9M 2,239,262 +104,833 +5%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$31.6M 1,818,442 +91,903 +5%
Stifel Financial
13
Stifel Financial
Missouri
$29.8M 1,715,326 -91,112 -5%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$29M 1,670,019 -121,781 -7%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$28.8M 1,656,747 -6,119 -0.4%
Osaic Holdings
16
Osaic Holdings
Arizona
$27.1M 1,563,462 -384,625 -20%
OPAM
17
Ocean Park Asset Management
California
$26M 1,495,128
AAP
18
Arax Advisory Partners
Colorado
$25.6M 1,472,069 +36,424 +3%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$25.4M 1,463,490 +167,605 +13%
PFS
20
Prospera Financial Services
Texas
$24.3M 1,401,320 +292,713 +26%
MFG
21
Magnus Financial Group
New York
$24.1M 1,390,052 -1,170 -0.1%
CTB
22
Country Trust Bank
Illinois
$24M 1,384,064 -219 -0%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$23.5M 1,351,529 -14,670 -1%
AWM
24
Affinity Wealth Management
Delaware
$23.4M 1,350,801 +1,350,801 New
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$22.7M 1,306,342 +38,096 +3%