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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 %
CAC
251
Certified Advisory Corp
Florida
$459K +$247K +13,869 +116%
MQWP
252
Morey & Quinn Wealth Partners
Nebraska
$458K +$47.7K +2,678 +12%
ACA
253
Aptus Capital Advisors
Alabama
$454K +$7.69K +432 +2%
AIFAIM
254
American Institute for Advanced Investment Management
Arizona
$453K +$15.1K +850 +3%
VWM
255
Vermillion Wealth Management
Minnesota
$450K +$5.87K +330 +1%
APW
256
Aurora Private Wealth
New Jersey
$448K +$6.45K +362 +1%
GWANC
257
Guardian Wealth Advisors (North Carolina)
North Carolina
$447K – – –
AFP
258
Ausdal Financial Partners
Iowa
$443K -$240K -13,510 -35%
HNB
259
Huntington National Bank
Ohio
$440K -$435K – –
FFN
260
Focus Financial Network
Minnesota
$440K +$160 +9 +0%
BHBT
261
Burke & Herbert Bank & Trust
Virginia
$439K – – –
SIA
262
Soltis Investment Advisors
Utah
$438K +$1.57K +88 +0.4%
SWM
263
SeaCrest Wealth Management
New York
$434K -$17K -956 -4%
TF
264
Tudor Financial
Ohio
$430K +$2.14K +120 +0.5%
CIG
265
Cascade Investment Group
Colorado
$430K -$82K -4,605 -16%
SWM
266
Stockman Wealth Management
Montana
$422K -$9.56K -537 -2%
AWA
267
Arkadios Wealth Advisors
Georgia
$393K +$74.1K +4,161 +23%
SDAM
268
Shulman DeMeo Asset Management
New York
$389K – – –
TWM
269
Topsail Wealth Management
North Carolina
$387K – – –
TPWA
270
TRUE Private Wealth Advisors
Oregon
$385K +$4.27K +240 +1%
SCM
271
Schnieders Capital Management
California
$384K -$17.8K -1,000 -4%
Bank of New York Mellon
272
Bank of New York Mellon
New York
$384K -$80.5K -4,520 -17%
CIA
273
Capital Investment Advisors
Georgia
$381K +$28K +1,572 +8%
PEA
274
Park Edge Advisors
Ohio
$376K +$4.33K +243 +1%
CCFM
275
Clear Creek Financial Management
Washington
$370K -$86.8K -4,877 -19%
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