FPE icon

First Trust Preferred Securities and Income ETF

428 hedge funds and large institutions have $4.22B invested in First Trust Preferred Securities and Income ETF in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 192 increasing their positions, 138 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

10% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 41

3% less funds holding

Funds holding: 441428 (-13)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

Holders
428
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$186K
Puts
$14K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NB
376
NBT Bank
New York
$67.6K
UB
377
UMB Bank
Missouri
$61.9K
STB
378
S&T Bank
Pennsylvania
$61.8K
MHR
379
Matthew Hamilton Rosenberg
$57.3K
CA
380
CoreCap Advisors
Michigan
$55K
SWA
381
SOA Wealth Advisors
New York
$51.1K
BAM
382
Bellevue Asset Management
Washington
$50.3K
National Bank of Canada
383
National Bank of Canada
Quebec, Canada
$49.7K
OP
384
ORG Partners
Indiana
$48.4K
FRA
385
Front Row Advisors
California
$45.6K
IRC
386
Investors Research Corp
Georgia
$44.3K
CAL
387
Capital Advisors Ltd
Ohio
$44K
AG
388
AmeriFlex Group
Nevada
$43.3K
RF
389
Rossby Financial
Florida
$43K
TCOV
390
Trust Company of Vermont
Vermont
$35.4K
RCM
391
Raleigh Capital Management
North Carolina
$32K
DFA
392
DHJJ Financial Advisors
Illinois
$31.6K
LFG
393
Larson Financial Group
Missouri
$27.4K
AWM
394
Ameliora Wealth Management
Switzerland
$26.1K
CFS
395
Compass Financial Services
Iowa
$25.2K
MIFH
396
Migdal Insurance & Financial Holdings
Israel
$25K
CI
397
CX Institutional
Indiana
$24K
PSB
398
Piscataqua Savings Bank
New Hampshire
$21.9K
CIBC Private Wealth Group
399
CIBC Private Wealth Group
Georgia
$21.3K
EWA
400
EverSource Wealth Advisors
Alabama
$19.4K