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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 %
PWS
301
Proactive Wealth Strategies
Georgia
$284K +$3.93K +221 +1%
TCA
302
Transcend Capital Advisors
New Jersey
$282K -$4.52K -254 -2%
PWM
303
Perigon Wealth Management
California
$281K +$44.9K +2,525 +19%
BNP Paribas Financial Markets
304
BNP Paribas Financial Markets
France
$279K +$279K +15,697 New
CW
305
CreativeOne Wealth
Kansas
$277K +$29.4K +1,649 +12%
NFG
306
Nations Financial Group
Iowa
$276K -$67.8K -3,811 -20%
SCI
307
Stableford Capital II
Arizona
$274K – – –
LPAM
308
Lodestar Private Asset Management
California
$273K -$37.3K -2,093 -12%
VIM
309
Vista Investment Management
Pennsylvania
$272K +$7.74K +435 +3%
AWA
310
Acorn Wealth Advisors
Michigan
$270K -$43.6K -2,448 -14%
IWM
311
Integris Wealth Management
California
$267K +$267K +15,000 New
QCM
312
Quantinno Capital Management
New York
$263K +$263K +14,777 New
SVWAG
313
Sound View Wealth Advisors Group
Georgia
$263K +$570 +32 +0.2%
TSS
314
Two Sigma Securities
New York
$261K +$261K +14,656 New
HA
315
Helium Advisors
Washington
$259K -$14.1K -790 -5%
PCIA
316
Prime Capital Investment Advisors
Kansas
$257K -$39.2K -2,204 -13%
Susquehanna International Group
317
Susquehanna International Group
Pennsylvania
$256K +$256K +14,391 New
MSCM
318
McElhenny Sheffield Capital Management
Texas
$256K – – –
HCM
319
Hudson Capital Management
New Jersey
$255K -$23.7K -1,334 -9%
Qube Research & Technologies (QRT)
320
Qube Research & Technologies (QRT)
United Kingdom
$249K +$249K +14,007 New
WC
321
Waterloo Capital
Texas
$249K +$1.64K +92 +0.7%
WT
322
Whittier Trust
California
$247K – – –
AWAG
323
ARS Wealth Advisors Group
Florida
$244K +$244K +13,729 New
AP
324
Appleton Partners
Massachusetts
$242K +$242K +13,607 New
PNC Financial Services Group
325
PNC Financial Services Group
Pennsylvania
$241K -$27.3K -1,534 -10%
11 12
13
14 15