FPE icon

First Trust Preferred Securities and Income ETF

426 hedge funds and large institutions have $4.21B invested in First Trust Preferred Securities and Income ETF in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 191 increasing their positions, 137 reducing their positions, and 42 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:

3% less funds holding

Funds holding: 440426 (-14)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

12% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 42

Holders
426
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
STB
376
S&T Bank
Pennsylvania
$61.8K
MHR
377
Matthew Hamilton Rosenberg
$57.3K
CA
378
CoreCap Advisors
Michigan
$55K
SWA
379
SOA Wealth Advisors
New York
$51.1K
BAM
380
Bellevue Asset Management
Washington
$50.3K
National Bank of Canada
381
National Bank of Canada
Quebec, Canada
$49.7K
OP
382
ORG Partners
Indiana
$48.4K
FRA
383
Front Row Advisors
California
$45.6K
IRC
384
Investors Research Corp
Georgia
$44.3K
CAL
385
Capital Advisors Ltd
Ohio
$44K
AG
386
AmeriFlex Group
Nevada
$43.3K
RF
387
Rossby Financial
Florida
$43K
TCOV
388
Trust Company of Vermont
Vermont
$35.4K
RCM
389
Raleigh Capital Management
North Carolina
$32K
DFA
390
DHJJ Financial Advisors
Illinois
$31.6K
LFG
391
Larson Financial Group
Missouri
$27.4K
AWM
392
Ameliora Wealth Management
Switzerland
$26.1K
CFS
393
Compass Financial Services
Iowa
$25.2K
MIFH
394
Migdal Insurance & Financial Holdings
Israel
$25K
CI
395
CX Institutional
Indiana
$24K
PSB
396
Piscataqua Savings Bank
New Hampshire
$21.9K
CIBC Private Wealth Group
397
CIBC Private Wealth Group
Georgia
$21.3K
EWA
398
EverSource Wealth Advisors
Alabama
$19.4K
AAG
399
Armstrong Advisory Group
Massachusetts
$17.7K
RFP
400
Root Financial Partners
California
$16.4K