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First Trust Preferred Securities and Income ETF
FPE

Overview Fund Activity

436 hedge funds and large institutions have $3.82B invested in First Trust Preferred Securities and Income ETF in 2025 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 198 increasing their positions, 132 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
436
Holders Change
-4
Holders Change %
-0.91%
% of All Funds
5.92%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
43
Increased
198
Reduced
132
Closed
39
Calls
–
Puts
$55K
Net Calls
-$55K
Net Calls Change
-$55K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$29.1M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$25.3M
3
AA
Advisory Alpha
Michigan
+$23.6M
4
LPL Financial
LPL Financial
California
+$23.5M
5
Wells Fargo
Wells Fargo
California
+$22.4M

Top Sellers

1
SA
Stonebridge Advisors
Connecticut
-$32.2M
2
IAA
Independent Advisor Alliance
North Carolina
-$14.9M
3
EIA
Eldridge Investment Advisors
New Hampshire
-$10M
4
OPAM
Ocean Park Asset Management
California
-$8.67M
5
PAG
Private Advisor Group
New Jersey
-$8.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
SDAM
276
Shulman DeMeo Asset Management
New York
$384K +$384K +21,849 New
TWM
277
Topsail Wealth Management
North Carolina
$382K – – –
HH
278
Hilltop Holdings
Texas
$379K -$967 -55 -0.3%
TPWA
279
TRUE Private Wealth Advisors
Oregon
$376K +$4.1K +233 +1%
FFS
280
Founders Financial Securities
Maryland
$373K -$32.4K -1,863 -8%
PEA
281
Park Edge Advisors
Ohio
$367K +$4.17K +237 +1%
SFA
282
Sequoia Financial Advisors
Ohio
$361K -$131K -7,452 -27%
DF
283
Dunhill Financial
United Kingdom
$355K -$69.1K -3,930 -16%
EGA
284
E&G Advisors
Texas
$350K – – –
CIA
285
Capital Investment Advisors
Georgia
$349K +$36.1K +2,053 +12%
SA
286
Sovran Advisors
California
$344K -$348K -20,210 -50%
TWM
287
Tanager Wealth Management
United Kingdom
$340K +$77K +4,377 +29%
NFG
288
Nations Financial Group
Iowa
$340K +$65.3K +3,714 +24%
QP
289
Quartz Partners
New York
$336K – – –
WTC
290
WhitTier Trust Company
Nevada
$333K +$333K +18,927 New
RFWA
291
RPg Family Wealth Advisory
Massachusetts
$326K -$24.2K -1,373 -7%
RIA
292
Realta Investment Advisors
Delaware
$321K +$15.2K +864 +5%
1W
293
1776 Wealth
Georgia
$321K – – –
SRC
294
Shufro Rose & Co
New York
$320K +$88K +5,000 +38%
CAMG
295
CWA Asset Management Group
Florida
$317K -$32.5K -1,850 -9%
AWA
296
Arkadios Wealth Advisors
Georgia
$315K -$3.64K -207 -1%
DFG
297
Delta Financial Group
New Jersey
$312K – – –
AWA
298
Acorn Wealth Advisors
Michigan
$310K +$422 +24 +0.1%
LPAM
299
Lodestar Private Asset Management
California
$306K -$3.75K -213 -1%
HF
300
HRT Financial
New York
$304K +$304K +17,283 New
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