FPE icon

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
1
Royal Bank of Canada
Ontario, Canada
$390M
2
Jane Street
2
Jane Street
New York
$25M
3
Kovitz Investment Group Partners
3
Kovitz Investment Group Partners
Illinois
$14.8M
4
State of Tennessee, Department of Treasury
4
State of Tennessee, Department of Treasury
Tennessee
$32.6M
5
SA
5
Stonebridge Advisors
Connecticut
$19.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$915M
2
LPL Financial
2
LPL Financial
California
$247M
3
Wells Fargo
3
Wells Fargo
California
$261M
4
PNC
4
Park National Corp
Ohio
$38.9M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
351
Diversify Wealth Management
Utah
$196K -$26.6K -1,478 -12%
CF
352
Centaurus Financial
California
$196K -$58.6K -3,299 -23%
BZWA
353
Blue Zone Wealth Advisors
California
$193K +$13K +732 +7%
Corient Private Wealth
354
Corient Private Wealth
Florida
$191K +$6.94K +390 +4%
PI
355
PFG Investments
New York
$190K +$190K +10,656 New
DWP
356
Daymark Wealth Partners
Ohio
$189K +$189K +10,593 New
MG
357
Mather Group
Illinois
$188K – – –
HA
358
Huntleigh Advisors
Missouri
$188K +$188K +10,564 New
SFP
359
Strategic Financial Partners
Oregon
$188K +$89 +5 +0%
OL
360
Owen LaRue
Kentucky
$184K -$10.1K -565 -5%
AP
361
Aspect Partners
Virginia
$183K +$183K +10,287 New
GVAG
362
Great Valley Advisor Group
Delaware
$183K +$183K +10,251 New
EW
363
Evoke Wealth
California
$181K – – –
Lido Advisors
364
Lido Advisors
California
$180K – – –
MWA
365
Meridian Wealth Advisors
Texas
$179K +$179K +10,058 New
IAS
366
Insigneo Advisory Services
Florida
$178K – – –
CIBC Private Wealth Group
367
CIBC Private Wealth Group
Georgia
$140K +$119K +6,700 +575%
GM
368
GeoWealth Management
Illinois
$134K +$134K +7,534 New
SNB
369
Security National Bank
Nebraska
$133K -$101K -5,658 -43%
ST
370
Smithfield Trust
Pennsylvania
$132K – – –
EWP
371
Elevation Wealth Partners
California
$131K +$801 +45 +0.6%
MFG
372
Mendota Financial Group
Wisconsin
$130K -$26.9K -1,513 -17%
TLA
373
Tanglewood Legacy Advisors
Texas
$116K -$308K -17,310 -73%
TSMHT
374
Thurston Springer Miller Herd & Titak
Indiana
$110K +$12.4K +695 +13%
GWSG
375
GPS Wealth Strategies Group
Colorado
$109K +$1.32K +74 +1%
13 14
15
16 17