FPE icon

First Trust Preferred Securities and Income ETF

460 hedge funds and large institutions have $4.19B invested in First Trust Preferred Securities and Income ETF in 2026 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 191 increasing their positions, 144 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
460
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$24.3M
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$23.4M
CTB
28
Country Trust Bank
Illinois
$23.2M
EWM
29
Empirical Wealth Management
Washington
$22M
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$21.4M
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$20.5M
Citigroup
32
Citigroup
New York
$20M
SPIA
33
Steward Partners Investment Advisory
New York
$18.2M
HWA
34
HCR Wealth Advisors
California
$17.7M
ATPW
35
Ashton Thomas Private Wealth
Arizona
$16.4M
AAP
36
Arax Advisory Partners
Colorado
$15.4M
KC
37
Kinloch Capital
Virginia
$15.3M
JP Morgan Chase
38
JP Morgan Chase
New York
$15M
Mariner
39
Mariner
Kansas
$14.8M
WA
40
Waverly Advisors
Alabama
$14.3M
AWE
41
Avidian Wealth Enterprises
Texas
$13.9M
P
42
&Partners
Tennessee
$13.2M
AIP
43
Ameritas Investment Partners
Nebraska
$12.7M
IWA
44
Integrity Wealth Advisors
California
$12.3M
PI
45
Parkside Investments
Illinois
$12M
TPWM
46
Twelve Points Wealth Management
Massachusetts
$11.9M
KPWS
47
Kestra Private Wealth Services
Texas
$11.7M
Jones Financial Companies
48
Jones Financial Companies
Missouri
$11.4M
EH
49
Equitable Holdings
New York
$11.3M
CFP
50
Curran Financial Partners
South Carolina
$11.3M