First Trust Preferred Securities and Income ETF
446 hedge funds and large institutions have $3.72B invested in First Trust Preferred Securities and Income ETF in 2024 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 188 increasing their positions, 124 reducing their positions, and 36 closing their positions.
119% more first-time investments, than exits
New positions opened: 79 | Existing positions closed: 36
52% more repeat investments, than reductions
Existing positions increased: 188 | Existing positions reduced: 124
18% more funds holding in top 10
Funds holding in top 10: 17 → 20 (+3)
8% more funds holding
Funds holding: 414 → 446 (+32)
6% more capital invested
Capital invested by funds: $3.51B → $3.72B (+$207M)
3.39% more ownership
Funds ownership: 62.12% → 65.51% (+3.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SA
Stonebridge Advisors
Wilton,
Connecticut
|
+$37.7M |
| 2 |
Morgan Stanley
New York
|
+$33.6M |
| 3 |
MCM
MAI Capital Management
Independence,
Ohio
|
+$27.6M |
| 4 |
LPL Financial
San Diego,
California
|
+$20.7M |
| 5 |
FWP
Falcon Wealth Planning
Ontario,
California
|
+$19.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$20.3M |
| 2 |
Barclays
London,
United Kingdom
|
-$12.8M |
| 3 |
AO
Advisor OS
Chicago,
Illinois
|
-$7.9M |
| 4 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$7.01M |
| 5 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$6.3M |
FPE Hedge Fund Activity: Q4 2024 in Review
446 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in First Trust Preferred Securities and Income ETF (FPE) for Q4 2024, worth a combined $3.72B — up 5.9% from $3.51B a quarter earlier.
Buyers outnumbered sellers: 79 funds opened new FPE positions and 36 closed out — a net gain of 43 holders — while 188 added to existing stakes and 124 trimmed.
The largest buyer was Stonebridge Advisors, adding an estimated $37.7M. The largest seller was Renaissance Technologies, exiting entirely with an estimated $20.3M sold.
- 446 institutional investors held First Trust Preferred Securities and Income ETF (FPE) as of Q4 2024, up from 414 in Q3 2024.
- Funds reported $3.72B of First Trust Preferred Securities and Income ETF stock for Q4 2024, up 5.9% quarter-over-quarter.
- 79 funds opened new First Trust Preferred Securities and Income ETF positions in Q4 2024 and 36 closed out, a net change of +43 holders.
- The largest First Trust Preferred Securities and Income ETF buyer in Q4 2024 was Stonebridge Advisors, an estimated $37.7M added.
- The largest First Trust Preferred Securities and Income ETF seller in Q4 2024 was Renaissance Technologies, an estimated $20.3M sold.
Based on aggregated 13F filings for Q4 2024.