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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 %
CW
326
CreativeOne Wealth
Kansas
$245K -$174K -9,916 -42%
WC
327
Waterloo Capital
Texas
$244K -$6.53K -371 -3%
PWP
328
Principle Wealth Partners
Connecticut
$239K +$239K +13,600 New
WAP
329
Wealthcare Advisory Partners
Pennsylvania
$238K +$25.2K +1,430 +12%
PWM
330
Perigon Wealth Management
California
$233K +$16K +909 +7%
TA
331
TFG Advisers
Michigan
$231K +$21.2K +1,208 +10%
SNB
332
Security National Bank
Nebraska
$231K – – –
MWPCG
333
Measured Wealth Private Client Group
New Hampshire
$228K -$39.7K -2,255 -15%
EA
334
Everpar Advisors
Oklahoma
$225K -$35.5K -2,020 -14%
SWM
335
Spire Wealth Management
Virginia
$220K +$19.1K +1,084 +9%
SHGA
336
Sand Hill Global Advisors
California
$218K +$218K +12,379 New
FAIM
337
Financial Advocates Investment Management
Washington
$217K +$5.54K +315 +3%
DWM
338
Diversify Wealth Management
Utah
$215K +$695 +40 +0.3%
CCAL
339
City Center Advisors LLC
Michigan
$213K -$14.3K -812 -6%
AAMA
340
Advanced Asset Management Advisors
Ohio
$211K – – –
CAC
341
Certified Advisory Corp
Florida
$210K -$3.41K -194 -2%
BAM
342
Belpointe Asset Management
Nevada
$209K -$145K -8,238 -41%
NPFS
343
Novak & Powell Financial Services
Florida
$206K -$7.92K -450 -4%
KFGK
344
Keystone Financial Group (Kentucky)
Kentucky
$206K -$2.8K -159 -1%
HA
345
HFG Advisors
Ohio
$205K – – –
FFA
346
Farther Finance Advisors
California
$204K +$52.2K +2,964 +34%
IA
347
Integrity Alliance
Iowa
$203K +$203K +11,566 New
CCM
348
Chiron Capital Management
Florida
$201K +$3.52K +200 +2%
PWM
349
Partners Wealth Management
California
$198K – – –
WIA
350
World Investment Advisors
California
$195K +$195K +11,075 New
12 13
14
15 16