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First Trust Preferred Securities and Income ETF
FPE

Overview Fund Activity

436 hedge funds and large institutions have $3.82B invested in First Trust Preferred Securities and Income ETF in 2025 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 198 increasing their positions, 132 reducing their positions, and 39 closing their positions.

Holders
436
Holders Change
-4
Holders Change %
-0.91%
% of All Funds
5.92%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
43
Increased
198
Reduced
132
Closed
39
Calls
–
Puts
$55K
Net Calls
-$55K
Net Calls Change
-$55K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$920M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$25.3M
3
AA
3
Advisory Alpha
Michigan
$35.2M
4
LPL Financial
4
LPL Financial
California
$253M
5
Wells Fargo
5
Wells Fargo
California
$264M

Top Sellers

1
SA
1
Stonebridge Advisors
Connecticut
$8.12M
2
IAA
2
Independent Advisor Alliance
North Carolina
$0
3
EIA
3
Eldridge Investment Advisors
New Hampshire
$0
4
OPAM
4
Ocean Park Asset Management
California
$17.8M
5
PAG
5
Private Advisor Group
New Jersey
$7.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTB
26
Country Trust Bank
Illinois
$24.3M -$331K -18,790 -1%
IWA
27
Integrity Wealth Advisors
California
$21.9M -$143K -8,109 -0.6%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$20.7M -$4.41M -250,524 -18%
State of Tennessee, Department of Treasury
29
State of Tennessee, Department of Treasury
Tennessee
$20.4M +$12M +680,658 +142%
FWP
30
Falcon Wealth Planning
California
$20M +$976K +55,497 +5%
EWM
31
Empirical Wealth Management
Washington
$18.9M -$307K -17,459 -2%
OPAM
32
Ocean Park Asset Management
California
$17.8M -$8.67M -492,629 -33%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$17.5M -$3.08M -175,329 -15%
Truist Financial
34
Truist Financial
North Carolina
$17.2M -$58.2K -3,308 -0.3%
Mariner
35
Mariner
Kansas
$16.4M -$950K -53,987 -5%
SPIA
36
Steward Partners Investment Advisory
New York
$16.3M -$25.1K -1,429 -0.2%
HWA
37
HCR Wealth Advisors
California
$16.3M +$1.34M +76,216 +9%
TW
38
Transform Wealth
Colorado
$15M +$238K +13,548 +2%
Citigroup
39
Citigroup
New York
$14.9M +$1.15M +65,102 +8%
NRI
40
NFP Retirement Inc
California
$13.8M +$958K +54,469 +7%
WA
41
Waverly Advisors
Alabama
$12.5M +$772K +43,908 +7%
AWE
42
Avidian Wealth Enterprises
Texas
$12.2M +$99K +5,631 +0.8%
CAG
43
Csenge Advisory Group
Florida
$11.6M +$1.42M +82,421 +14%
B
44
Barings
North Carolina
$10.9M -$189K -10,750 -2%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$10.4M +$526K +29,901 +5%
KPWS
46
Kestra Private Wealth Services
Texas
$10.2M -$533K -30,273 -5%
ATPW
47
Ashton Thomas Private Wealth
Arizona
$10.1M +$548K +31,130 +6%
KC
48
Kinloch Capital
Virginia
$9.93M +$2.47M +140,609 +33%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$9.87M +$1.41M +80,249 +17%
Wealth Enhancement Advisory Services
50
Wealth Enhancement Advisory Services
Minnesota
$9.87M -$1.32M -75,077 -12%
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