FPE icon

First Trust Preferred Securities and Income ETF

460 hedge funds and large institutions have $4.19B invested in First Trust Preferred Securities and Income ETF in 2026 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 191 increasing their positions, 144 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
460
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
326
Acorn Wealth Advisors
Michigan
$258K
KCFA
327
Key Client Fiduciary Advisors
New Jersey
$255K
IP
328
Intellectus Partners
California
$253K
SFPG
329
Stonebridge Financial Planning Group
Florida
$252K
WC
330
Waterloo Capital
Texas
$250K
CS
331
Capital Square
Tennessee
$250K
WWMP
332
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$249K
WT
333
Whittier Trust
California
$248K
KWM
334
Keebeck Wealth Management
Illinois
$243K
PCIA
335
Prime Capital Investment Advisors
Kansas
$242K
PNC Financial Services Group
336
PNC Financial Services Group
Pennsylvania
$240K
SIM
337
Seaview Investment Managers
Florida
$238K
HCM
338
Hudson Capital Management
New Jersey
$237K
SWA
339
Sax Wealth Advisors
New Jersey
$231K
GVAG
340
Great Valley Advisor Group
Delaware
$230K
AWS
341
Aspen Wealth Strategies
Colorado
$227K
1W
342
1776 Wealth
Georgia
$225K
DWP
343
Daymark Wealth Partners
Ohio
$224K
CAM
344
Cozad Asset Management
Illinois
$222K
GFA
345
Gallagher Fiduciary Advisors
Illinois
$221K
LEA
346
Legacy Edge Advisors
New York
$221K
CWM
347
Concentrum Wealth Management
California
$217K
HA
348
Huntleigh Advisors
Missouri
$215K
SVWAG
349
Sound View Wealth Advisors Group
Georgia
$214K
AAMA
350
Advanced Asset Management Advisors
Ohio
$213K