We are live on ! Find out more
FPE icon

First Trust Preferred Securities and Income ETF

465 hedge funds and large institutions have $4.29B invested in First Trust Preferred Securities and Income ETF in 2025 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 192 increasing their positions, 140 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 36

37% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 140

8% more funds holding

Funds holding: 432465 (+33)

1% more capital invested

Capital invested by funds: $4.23B → $4.29B (+$63.3M)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

0.14% less ownership

Funds ownership: 68.06%67.91% (-0.14%)

Holders
465
Holders Change
+33
Holders Change %
+7.64%
% of All Funds
5.66%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
75
Increased
192
Reduced
140
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
STB
401
S&T Bank
Pennsylvania
$61.7K
MHR
402
Matthew Hamilton Rosenberg
$57.3K
SWA
403
SOA Wealth Advisors
New York
$54K +$54.1K +2,957 +6%
LFG
404
Larson Financial Group
Missouri
$52.3K +$25.1K +1,373 +92%
CA
405
CoreCap Advisors
Michigan
$51.3K -$3.64K -199 -7%
RF
406
Rossby Financial
Florida
$51.1K +$8.4K +459 +20%
BAM
407
Bellevue Asset Management
Washington
$50.3K
OP
408
ORG Partners
Indiana
$48.3K
RCM
409
Raleigh Capital Management
North Carolina
$45.7K +$13.8K +752 +43%
FRA
410
Front Row Advisors
California
$45.5K
GCM
411
Gunpowder Capital Management
Maryland
$45K +$45.2K +2,470 New
CAL
412
Capital Advisors Ltd
Ohio
$45K +$384 +21 +0.9%
IRC
413
Investors Research Corp
Georgia
$44.3K
BBHC
414
Brown Brothers Harriman & Co
New York
$38.7K +$38.9K +2,126 New
TCOV
415
Trust Company of Vermont
Vermont
$35.4K
DFA
416
DHJJ Financial Advisors
Illinois
$31.6K
IPS
417
Investors Portfolio Services
Washington
$26.2K +$26.3K +1,438 New
AWM
418
Ameliora Wealth Management
Switzerland
$26.1K
CI
419
CX Institutional
Indiana
$25K +$384 +21 +2%
ST
420
Smithfield Trust
Pennsylvania
$24K -$106K -5,820 -82%
MIFH
421
Migdal Insurance & Financial Holdings
Israel
$23K -$1.94K -106 -8%
EPIM
422
Evelyn Partners Investment Management
$22.8K +$22.9K +1,250 New
LWMI
423
Legacy Wealth Management (Idaho)
Idaho
$22.6K +$1.54K +84 New
PSB
424
Piscataqua Savings Bank
New Hampshire
$21.9K
CIBC Private Wealth Group
425
CIBC Private Wealth Group
Georgia
$21.2K