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First Trust Preferred Securities and Income ETF
FPE

Overview Fund Activity

411 hedge funds and large institutions have $3.51B invested in First Trust Preferred Securities and Income ETF in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 175 increasing their positions, 135 reducing their positions, and 36 closing their positions.

Holders
411
Holders Change
+8
Holders Change %
+1.99%
% of All Funds
5.95%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.25%
New
47
Increased
175
Reduced
135
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$883M
2
Wells Fargo
2
Wells Fargo
California
$231M
3
LPL Financial
3
LPL Financial
California
$215M
4
Ameriprise
4
Ameriprise
Minnesota
$24.7M
5
SPIA
5
Steward Partners Investment Advisory
New York
$16.8M

Top Sellers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$0
2
UBS Group
2
UBS Group
Switzerland
$175M
3
AA
3
Advisory Alpha
Michigan
$0
4
TLP
4
Trinity Legacy Partners
Texas
$9.53M
5
SAM
5
Synergy Asset Management
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$883M 48,764,684 +1,623,129 +3%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$299M 16,514,713 +100,045 +0.6%
Wells Fargo
3
Wells Fargo
California
$231M 12,739,364 +1,070,806 +9%
LPL Financial
4
LPL Financial
California
$215M 11,876,712 +1,035,105 +10%
UBS Group
5
UBS Group
Switzerland
$175M 9,695,354 -1,024,226 -10%
Bank of America
6
Bank of America
North Carolina
$112M 6,171,932 +534,483 +9%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$99.8M 5,515,079 -37,379 -0.7%
RJA
8
Raymond James & Associates
Florida
$53.9M 2,978,161 -329,318 -10%
PNC
9
Park National Corp
Ohio
$53.4M 2,949,370 -234,954 -7%
HighTower Advisors
10
HighTower Advisors
Illinois
$49.8M 2,750,301 +131,536 +5%
KAS
11
Kestra Advisory Services
Texas
$41.2M 2,278,509 +39,247 +2%
Stifel Financial
12
Stifel Financial
Missouri
$37.2M 2,056,722 +341,396 +20%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$33.3M 1,840,066 +21,624 +1%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$32.5M 1,793,883 +137,136 +8%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$29.5M 1,631,819 -38,200 -2%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$29.4M 1,625,095 +273,566 +20%
PFS
17
Prospera Financial Services
Texas
$29.4M 1,622,012 +220,692 +16%
Osaic Holdings
18
Osaic Holdings
Arizona
$28.8M 1,590,633 +27,171 +2%
AAP
19
Arax Advisory Partners
Colorado
$27.7M 1,531,988 +59,919 +4%
OPAM
20
Ocean Park Asset Management
California
$27.3M 1,507,144 +12,016 +0.8%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$26.4M 1,458,778 +152,436 +12%
MFG
22
Magnus Financial Group
New York
$25.8M 1,425,060 +35,008 +3%
CTB
23
Country Trust Bank
Illinois
$24.9M 1,377,679 -6,385 -0.5%
Ameriprise
24
Ameriprise
Minnesota
$24.7M 1,367,481 +879,139 +180%
AWM
25
Affinity Wealth Management
Delaware
$24M 1,328,554 -22,247 -2%
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