First Trust Preferred Securities and Income ETF
442 hedge funds and large institutions have $3.83B invested in First Trust Preferred Securities and Income ETF in 2025 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 200 increasing their positions, 133 reducing their positions, and 40 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 200 | Existing positions reduced: 133
8% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 40
3% more capital invested
Capital invested by funds: $3.72B → $3.83B (+$114M)
0.61% more ownership
Funds ownership: 65.51% → 66.11% (+0.61%)
0% more funds holding in top 10
Funds holding in top 10: 20 → 20 (0)
1% less funds holding
Funds holding: 445 → 442 (-3)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $55K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$29.4M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$25.5M |
| 3 |
AA
Advisory Alpha
Holland,
Michigan
|
+$23.8M |
| 4 |
LPL Financial
San Diego,
California
|
+$23.7M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$22.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SA
Stonebridge Advisors
Wilton,
Connecticut
|
-$32.4M |
| 2 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$14.9M |
| 3 |
EIA
Eldridge Investment Advisors
Manchester,
New Hampshire
|
-$10M |
| 4 |
OPAM
Ocean Park Asset Management
Santa Monica,
California
|
-$8.74M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$8.37M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HPC
476
HM Payson & Co
Portland,
Maine
| – | -$14.4K | -812 | Closed |
|
|
FW
477
Fairway Wealth
Independence,
Ohio
| – | -$10.6K | -600 | Closed |
|
|
TAM
478
Tucker Asset Management
Littleton,
Colorado
| – | -$5.31K | -300 | Closed |
|
|
FWM
479
FLP Wealth Management
Bentonville,
Arkansas
| – | -$3.89K | -220 | Closed |
|
|
CJ
480
Caitlin John
Brighton,
Michigan
| – | -$2.92K | -165 | Closed |
|
|
OC
481
Oarsman Capital
Milwaukee,
Wisconsin
| – | -$1.88K | -106 | Closed |
|
482
Fidelity Investments
Boston,
Massachusetts
| – | -$496 | -28 | Closed |
|
|
CAWM
483
Capital A Wealth Management
New Castle,
Pennsylvania
| – | -$89 | -5 | Closed |
|
|
PWS
484
Peterson Wealth Services
South Ogden,
Utah
| – | -$45 | -3 | Closed |
|
FPE Hedge Fund Activity: Q1 2025 in Review
442 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in First Trust Preferred Securities and Income ETF (FPE) for Q1 2025, worth a combined $3.83B — up 3.1% from $3.72B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new FPE positions and 40 closed out — a net gain of 3 holders — while 200 added to existing stakes and 133 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $29.4M. The largest seller was Stonebridge Advisors, cutting an estimated $32.4M.
- 442 institutional investors held First Trust Preferred Securities and Income ETF (FPE) as of Q1 2025, down from 445 in Q4 2024.
- Funds reported $3.83B of First Trust Preferred Securities and Income ETF stock for Q1 2025, up 3.1% quarter-over-quarter.
- 43 funds opened new First Trust Preferred Securities and Income ETF positions in Q1 2025 and 40 closed out, a net change of +3 holders.
- The largest First Trust Preferred Securities and Income ETF buyer in Q1 2025 was Morgan Stanley, an estimated $29.4M added.
- The largest First Trust Preferred Securities and Income ETF seller in Q1 2025 was Stonebridge Advisors, an estimated $32.4M sold.
Based on aggregated 13F filings for Q1 2025.