FPE icon

First Trust Preferred Securities and Income ETF

437 hedge funds and large institutions have $3.99B invested in First Trust Preferred Securities and Income ETF in 2025 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 176 increasing their positions, 149 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

0% more funds holding

Funds holding: 436437 (+1)

21% less funds holding in top 10

Funds holding in top 10: 1915 (-4)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $192K

Holders
437
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$192K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFP
226
Freedom Financial Partners
Minnesota
$648K
FFA
227
Farther Finance Advisors
California
$643K
MA
228
Mutual Advisors
Nebraska
$635K
CWM
229
Congress Wealth Management
Massachusetts
$623K
CWM
230
Cornerstone Wealth Management
Missouri
$608K
CP
231
Creekside Partners
California
$603K
QPW
232
Quantum Private Wealth
Florida
$599K
OFG
233
Opulen Financial Group
Virginia
$584K
BAWC
234
Boyce & Associates Wealth Consulting
Texas
$584K
CSP
235
Cary Street Partners
Virginia
$579K
CPIA
236
Cornell Pochily Investment Advisors
New York
$578K
MPCG
237
Matrix Private Capital Group
New York
$577K
1IA
238
1834 Investment Advisors
Wisconsin
$573K
LFAS
239
Level Four Advisory Services
Texas
$572K
CAP
240
Columbia Advisory Partners
Washington
$565K
SWP
241
Summit Wealth Partners
Florida
$553K
Mercer Global Advisors
242
Mercer Global Advisors
Colorado
$549K
CCG
243
Cypress Capital Group
Florida
$546K
NW
244
NewEdge Wealth
Pennsylvania
$509K
PWP
245
Principle Wealth Partners
Connecticut
$506K
CCG
246
Coastwise Capital Group
California
$501K
FFG
247
First Financial Group
North Carolina
$495K
LI
248
LVZ Inc
Michigan
$483K
WS
249
Wedbush Securities
California
$476K
TT
250
TI-Trust
Illinois
$470K