We are live on ! Find out more
FPE icon

First Trust Preferred Securities and Income ETF

465 hedge funds and large institutions have $4.29B invested in First Trust Preferred Securities and Income ETF in 2025 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 192 increasing their positions, 140 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 36

37% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 140

8% more funds holding

Funds holding: 432465 (+33)

1% more capital invested

Capital invested by funds: $4.23B → $4.29B (+$63.3M)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

0.14% less ownership

Funds ownership: 68.06%67.91% (-0.14%)

Holders
465
Holders Change
+33
Holders Change %
+7.64%
% of All Funds
5.66%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
75
Increased
192
Reduced
140
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VIM
326
Vista Investment Management
Pennsylvania
$277K -$1.37K -75 -0.5%
LPAM
327
Lodestar Private Asset Management
California
$276K +$3.62K +198 +1%
IWM
328
Integris Wealth Management
California
$273K
RPG
329
Risk Paradigm Group
Texas
$272K +$273K +14,936 New
GSIAS
330
Garden State Investment Advisory Services
New Jersey
$268K
AWA
331
Acorn Wealth Advisors
Michigan
$265K -$274 -15 -0.1%
MSCM
332
McElhenny Sheffield Capital Management
Texas
$262K
PWS
333
Proactive Wealth Strategies
Georgia
$260K -$35.2K -1,925 -12%
IP
334
Intellectus Partners
California
$259K +$260K +14,228 New
SFPG
335
Stonebridge Financial Planning Group
Florida
$259K +$260K +14,213 New
WC
336
Waterloo Capital
Texas
$255K +$1.9K +104 +0.7%
WT
337
Whittier Trust
California
$254K
WWMP
338
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$253K +$254K +13,891 New
CCFM
339
Clear Creek Financial Management
Washington
$250K -$43.7K -2,389 -15%
KWM
340
Keebeck Wealth Management
Illinois
$250K +$251K +13,700 New
PCIA
341
Prime Capital Investment Advisors
Kansas
$249K -$1.55K -85 -0.6%
AssetMark Inc
342
AssetMark Inc
California
$247K -$9.71K -531 -4%
HCM
343
Hudson Capital Management
New Jersey
$245K -$2.27K -124 -0.9%
1W
344
1776 Wealth
Georgia
$241K -$91.5K -5,000 -27%
Qube Research & Technologies (QRT)
345
Qube Research & Technologies (QRT)
United Kingdom
$241K +$241K +13,201 New
B
346
Bedminster
South Carolina
$239K +$239K +13,090 New
BWP
347
Balboa Wealth Partners
Arizona
$236K -$11.5K -630 -5%
FFS
348
Founders Financial Securities
Maryland
$235K +$31.1K +1,698 +15%
HC
349
Headland Capital
South Carolina
$233K +$45.5K +2,487 +24%
SWA
350
Sax Wealth Advisors
New Jersey
$231K -$45.7K -2,500 -16%