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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.

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 %
SA
451
Sovran Advisors
California
– -$344K -19,943 Closed
HF
452
HRT Financial
New York
– -$304K -17,283 Closed
GF
453
Gries Financial
Ohio
– -$293K -16,636 Closed
BCI
454
Brinker Capital Investments
Pennsylvania
– -$262K -14,867 Closed
SHGA
455
Sand Hill Global Advisors
California
– -$218K -12,379 Closed
FAIM
456
Financial Advocates Investment Management
Washington
– -$217K -12,345 Closed
CCAL
457
City Center Advisors LLC
Michigan
– -$213K -12,114 Closed
CCM
458
Chiron Capital Management
Florida
– -$201K -11,400 Closed
MWM
459
MBE Wealth Management
Wisconsin
– -$182K -10,352 Closed
CA
460
Claro Advisors
Massachusetts
– -$181K -10,284 Closed
EWM
461
EPG Wealth Management
Georgia
– -$178K -10,124 Closed
OSAM
462
O'Shaughnessy Asset Management
Connecticut
– -$136K -7,741 Closed
CAM
463
Creekmur Asset Management
Illinois
– -$121K -6,851 Closed
MIM
464
Marshall Investment Management
Colorado
– -$101K -5,749 Closed
Bessemer Group
465
Bessemer Group
New Jersey
– -$79K -4,485 Closed
MFS
466
Mattson Financial Services
Michigan
– -$75.9K -4,315 Closed
SIM
467
Synergy Investment Management
Florida
– -$73.1K -4,156 Closed
HCP
468
Hexagon Capital Partners
Arkansas
– -$37.4K -2,129 Closed
IWM
469
IMG Wealth Management
Florida
– -$20.7K -1,179 Closed
TC
470
Trust Company
Kansas
– -$15.8K -900 Closed
WF
471
Wayfinding Financial
Washington
– -$10K -574 Closed
FWA
472
FSC Wealth Advisors
New York
– -$6.16K -350 Closed
FAM
473
Flaharty Asset Management
Florida
– -$5.69K -323 Closed
JFGIW
474
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$4.79K -272 Closed
TRCT
475
Tower Research Capital (TRC)
New York
– -$1.62K -92 Closed
16 17 18
19
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