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First Trust Preferred Securities and Income ETF

432 hedge funds and large institutions have $4.23B invested in First Trust Preferred Securities and Income ETF in 2025 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 193 increasing their positions, 139 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,229% more call options, than puts

Call options by funds: $186K | Put options by funds: $14K

39% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 139

6% more capital invested

Capital invested by funds: $4B → $4.23B (+$233M)

0.83% less ownership

Funds ownership: 68.88%68.06% (-0.83%)

7% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 41

3% less funds holding

Funds holding: 444432 (-12)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

Holders
432
Holders Change
-12
Holders Change %
-2.7%
% of All Funds
5.67%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.2%
New
38
Increased
193
Reduced
139
Closed
41
Calls
$186K
Puts
$14K
Net Calls
+$172K
Net Calls Change
+$364K
Name Holding Trade Value Shares
Change
Change in
Stake
EA
451
Everpar Advisors
Oklahoma
-$233K -13,090 Closed
FHC
452
First Heartland Consultants
Missouri
-$233K -13,072 Closed
KFGK
453
Keystone Financial Group (Kentucky)
Kentucky
-$215K -12,075 Closed
SFC
454
Strategic Financial Concepts
Texas
-$211K -11,858 Closed
WIA
455
World Investment Advisors
California
-$198K -11,102 Closed
PI
456
PFG Investments
New York
-$190K -10,656 Closed
GVAG
457
Great Valley Advisor Group
Delaware
-$183K -10,251 Closed
GM
458
GeoWealth Management
Illinois
-$134K -7,534 Closed
TSMHT
459
Thurston Springer Miller Herd & Titak
Indiana
-$110K -6,160 Closed
GIM
460
Glenmede Investment Management
Pennsylvania
-$98.8K -5,553 Closed
MAWAG
461
Mid-American Wealth Advisory Group
Missouri
-$58.1K -3,266 Closed
QWM
462
Quaker Wealth Management
New Jersey
-$55.4K -3,114 Closed
AWM
463
Atticus Wealth Management
Florida
-$52.8K -2,965 Closed
PC
464
Promus Capital
Illinois
-$34.9K -1,963 Closed
CA
465
Clearstead Advisors
Ohio
-$33.3K -1,868 Closed
PSFG
466
Park Square Financial Group
Georgia
-$23.1K -1,298 Closed
ADL
467
Asset Dedication LLC
California
-$22.8K -1,281 Closed
EPIM
468
Evelyn Partners Investment Management
-$22.3K -1,250 Closed
BCMLT
469
Beacon Capital Management LLC (Tennessee)
Tennessee
-$16.7K -938 Closed
MBFW
470
Morton Brown Family Wealth
Pennsylvania
-$12.5K -700 Closed
WSFS
471
Wilmington Savings Fund Society
Delaware
-$6.18K -347 Closed
JGCM
472
Joseph Group Capital Management
Ohio
-$5.59K -314 Closed
T
473
Transce3nd
Texas
-$5.07K -285 Closed
PMFA
474
Plante Moran Financial Advisors
Michigan
-$145 -8 Closed

FPE Hedge Fund Activity: Q3 2025 in Review

432 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in First Trust Preferred Securities and Income ETF (FPE) for Q3 2025, worth a combined $4.23B — up 5.8% from $4B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of FPE and 38 opened new positions — a net loss of 3 holders — while 139 trimmed existing stakes and 193 added.

The largest buyer was Royal Bank of Canada, adding an estimated $59.5M. The largest seller was Gallagher Fiduciary Advisors, cutting an estimated $65.4M.

  • 432 institutional investors held First Trust Preferred Securities and Income ETF (FPE) as of Q3 2025, down from 444 in Q2 2025.
  • Funds reported $4.23B of First Trust Preferred Securities and Income ETF stock for Q3 2025, up 5.8% quarter-over-quarter.
  • 38 funds opened new First Trust Preferred Securities and Income ETF positions in Q3 2025 and 41 closed out, a net change of -3 holders.
  • The largest First Trust Preferred Securities and Income ETF buyer in Q3 2025 was Royal Bank of Canada, an estimated $59.5M added.
  • The largest First Trust Preferred Securities and Income ETF seller in Q3 2025 was Gallagher Fiduciary Advisors, an estimated $65.4M sold.

Based on aggregated 13F filings for Q3 2025.