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First Trust Preferred Securities and Income ETF
FPE

Overview Fund Activity

436 hedge funds and large institutions have $3.98B invested in First Trust Preferred Securities and Income ETF in 2025 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 177 increasing their positions, 148 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
436
Holders Change
–
Holders Change %
0%
% of All Funds
5.85%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.2%
New
47
Increased
177
Reduced
148
Closed
39
Calls
–
Puts
$192K
Net Calls
-$192K
Net Calls Change
-$137K

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$390M
2
Jane Street
Jane Street
New York
$25M
3
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$14.8M
4
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$32.6M
5
SA
Stonebridge Advisors
Connecticut
$19.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$915M
2
LPL Financial
LPL Financial
California
$247M
3
Wells Fargo
Wells Fargo
California
$261M
4
PNC
Park National Corp
Ohio
$38.9M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
226
Mutual Advisors
Nebraska
$635K -$22.8K -1,277 -3%
CWM
227
Congress Wealth Management
Massachusetts
$623K -$5.07K -285 -0.8%
CWM
228
Cornerstone Wealth Management
Missouri
$608K -$52.2K -2,934 -8%
CP
229
Creekside Partners
California
$603K +$125K +7,036 +26%
QPW
230
Quantum Private Wealth
Florida
$599K -$107K -5,999 -15%
OFG
231
Opulen Financial Group
Virginia
$584K +$5.5K +309 +1%
BAWC
232
Boyce & Associates Wealth Consulting
Texas
$584K +$64.2K +3,608 +12%
CSP
233
Cary Street Partners
Virginia
$579K – – –
CPIA
234
Cornell Pochily Investment Advisors
New York
$578K -$96.4K -5,415 -14%
MPCG
235
Matrix Private Capital Group
New York
$577K -$89K -5,000 -13%
1IA
236
1834 Investment Advisors
Wisconsin
$573K – – –
LFAS
237
Level Four Advisory Services
Texas
$572K -$99.9K -5,611 -15%
CAP
238
Columbia Advisory Partners
Washington
$565K +$46.4K +2,605 +9%
SWP
239
Summit Wealth Partners
Florida
$553K -$64.6K -3,631 -10%
Mercer Global Advisors
240
Mercer Global Advisors
Colorado
$549K -$307K -17,247 -36%
CCG
241
Cypress Capital Group
Florida
$546K -$112K -6,278 -17%
NW
242
NewEdge Wealth
Pennsylvania
$509K – – –
PWP
243
Principle Wealth Partners
Connecticut
$506K +$263K +14,800 +109%
CCG
244
Coastwise Capital Group
California
$501K -$66.2K -3,719 -12%
FFG
245
First Financial Group
North Carolina
$495K – – –
LI
246
LVZ Inc
Michigan
$483K +$53.5K +3,007 +12%
WS
247
Wedbush Securities
California
$476K -$65.5K -3,685 -12%
TT
248
TI-Trust
Illinois
$470K +$76.9K +4,320 +20%
WB
249
WesBanco Bank
West Virginia
$469K +$469K +26,347 New
HWM
250
HB Wealth Management
Georgia
$459K -$19.1K -1,072 -4%
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10
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