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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 %
BAM
276
Belpointe Asset Management
Nevada
$367K +$156K +8,763 +74%
O3W
277
Omni 360 Wealth
New Jersey
$367K -$36.8K -2,068 -9%
PTP
278
Platform Technology Partners
New York
$365K -$52.8K -2,968 -13%
SCA
279
Strathmore Capital Advisors
North Carolina
$363K +$363K +20,305 New
DF
280
Dunhill Financial
United Kingdom
$363K +$3.51K +197 +1%
SWM
281
Spire Wealth Management
Virginia
$361K +$138K +7,759 +62%
GWP
282
Gateway Wealth Partners
Wisconsin
$357K +$357K +20,083 New
CFB
283
Cullen/Frost Bankers
Texas
$357K +$55K +3,091 +18%
EGA
284
E&G Advisors
Texas
$354K – – –
SFA
285
Sequoia Financial Advisors
Ohio
$350K -$16K -898 -4%
GLA
286
Good Life Advisors
Pennsylvania
$348K -$146K -8,229 -30%
QP
287
Quartz Partners
New York
$340K – – –
CWM
288
Concentrum Wealth Management
California
$338K -$82.5K -4,632 -20%
WTC
289
WhitTier Trust Company
Nevada
$337K – – –
FFS
290
Founders Financial Securities
Maryland
$326K -$55.8K -3,136 -15%
1W
291
1776 Wealth
Georgia
$325K – – –
CAMG
292
CWA Asset Management Group
Florida
$321K – – –
SRC
293
Shufro Rose & Co
New York
$320K – – –
RIA
294
Realta Investment Advisors
Delaware
$316K -$9.33K -524 -3%
RFWA
295
RPg Family Wealth Advisory
Massachusetts
$314K -$15.8K -886 -5%
FIA
296
Foundations Investment Advisors
Arizona
$313K +$313K +17,599 New
IAG
297
Investmark Advisory Group
Connecticut
$300K +$1.23K +69 +0.4%
CAM
298
Cresset Asset Management
Illinois
$289K +$7.03K +395 +2%
AA
299
Apriem Advisors
California
$285K – – –
DE
300
Diversified Enterprises
Delaware
$284K +$6.69K +376 +2%
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