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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.

New
Increased
Maintained
Reduced
Closed
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 %
Jane Street
26
Jane Street
New York
$25M +$20.3M +1,139,866 +433%
CTB
27
Country Trust Bank
Illinois
$24.5M -$95.3K -5,352 -0.4%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$22.3M -$2.33M -130,718 -9%
FWP
29
Falcon Wealth Planning
California
$21.3M +$1.08M +60,458 +5%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$21M +$75.7K +4,254 +0.4%
IWA
31
Integrity Wealth Advisors
California
$20.6M -$1.61M -90,495 -7%
EWM
32
Empirical Wealth Management
Washington
$19.9M +$742K +41,683 +4%
SA
33
Stonebridge Advisors
Connecticut
$19.4M +$11.1M +626,333 +136%
Truist Financial
34
Truist Financial
North Carolina
$18.4M +$978K +54,951 +6%
OPAM
35
Ocean Park Asset Management
California
$17.8M – – –
HWA
36
HCR Wealth Advisors
California
$17M +$451K +25,360 +3%
SPIA
37
Steward Partners Investment Advisory
New York
$16.5M -$52.3K -2,940 -0.3%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$15M -$2.67M -150,216 -15%
Citigroup
39
Citigroup
New York
$15M -$135K -7,595 -0.9%
Kovitz Investment Group Partners
40
Kovitz Investment Group Partners
Illinois
$14.8M +$14.8M +833,923 New
KWA
41
Kingswood Wealth Advisors
California
$14.5M +$7.09M +398,040 +96%
NRI
42
NFP Retirement Inc
California
$14M +$79.2K +4,450 +0.6%
Mariner
43
Mariner
Kansas
$13.9M -$2.65M -149,002 -16%
AWE
44
Avidian Wealth Enterprises
Texas
$12.9M +$501K +28,159 +4%
Renaissance Technologies
45
Renaissance Technologies
New York
$12.5M +$4.18M +235,050 +50%
WA
46
Waverly Advisors
Alabama
$12.2M -$435K -24,440 -3%
CAG
47
Csenge Advisory Group
Florida
$11.7M -$80.4K -4,582 -0.7%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$11.3M +$1.29M +72,272 +13%
AAS
49
Avantax Advisory Services
Texas
$11.1M +$1.14M +63,915 +11%
KPWS
50
Kestra Private Wealth Services
Texas
$10.7M +$396K +22,227 +4%
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