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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 %
CAM
351
Cozad Asset Management
Illinois
$193K -$14.2K -809 -7%
OL
352
Owen LaRue
Kentucky
$192K -$21.3K -1,213 -10%
KCFA
353
Key Client Fiduciary Advisors
New Jersey
$190K +$190K +10,813 New
MG
354
Mather Group
Illinois
$186K – – –
SFP
355
Strategic Financial Partners
Oregon
$185K +$88 +5 +0%
Corient Private Wealth
356
Corient Private Wealth
Florida
$182K +$182K +10,356 New
MWM
357
MBE Wealth Management
Wisconsin
$182K -$23.9K -1,357 -12%
CA
358
Claro Advisors
Massachusetts
$181K -$51.3K -2,916 -22%
EW
359
Evoke Wealth
California
$179K – – –
Lido Advisors
360
Lido Advisors
California
$178K +$178K +10,135 New
CL
361
Choreo LLC
Illinois
$178K +$1.3K +74 +0.7%
EWM
362
EPG Wealth Management
Georgia
$178K -$164K -9,296 -48%
BZWA
363
Blue Zone Wealth Advisors
California
$178K -$7.99K -454 -4%
IAS
364
Insigneo Advisory Services
Florida
$176K -$13.5K -769 -7%
MFG
365
Mendota Financial Group
Wisconsin
$155K +$26.6K +1,513 +21%
OSAM
366
O'Shaughnessy Asset Management
Connecticut
$136K +$136K +7,741 New
ST
367
Smithfield Trust
Pennsylvania
$130K – – –
EWP
368
Elevation Wealth Partners
California
$129K +$129K +7,341 New
CAM
369
Creekmur Asset Management
Illinois
$121K – – –
GWSG
370
GPS Wealth Strategies Group
Colorado
$107K +$70.2K +3,990 +192%
MIM
371
Marshall Investment Management
Colorado
$101K +$2.39K +136 +2%
AF
372
Advisornet Financial
Minnesota
$99.2K -$1.41K -80 -1%
CSC
373
Caldwell Sutter Capital
California
$98.8K -$4.31K -245 -4%
TSMHT
374
Thurston Springer Miller Herd & Titak
Indiana
$96.2K +$28.4K +1,616 +42%
CAL
375
Capital Analysts LLC
Pennsylvania
$94K +$93.3K +5,320 +13,641%
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15
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