FPE icon

First Trust Preferred Securities and Income ETF

424 hedge funds and large institutions have $4.2B invested in First Trust Preferred Securities and Income ETF in 2025 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 190 increasing their positions, 136 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$186K
Puts
$14K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TPWM
51
Twelve Points Wealth Management
Massachusetts
$9.5M
P
52
&Partners
Tennessee
$9.48M
Barclays
53
Barclays
United Kingdom
$9.45M
QCIG
54
Quad-Cities Investment Group
Iowa
$9.01M
MML Investors Services
55
MML Investors Services
Massachusetts
$8.87M
CFP
56
Curran Financial Partners
South Carolina
$8.67M
Envestnet Portfolio Solutions
57
Envestnet Portfolio Solutions
Illinois
$8.6M
CPIG
58
Chicago Partners Investment Group
Illinois
$8.53M
SF
59
Seros Financial
Arizona
$8.44M
AI
60
Atria Investments
North Carolina
$8.27M
Comerica Bank
61
Comerica Bank
Texas
$8.24M
PWP
62
Prasad Wealth Partners
Ohio
$7.99M
Jones Financial Companies
63
Jones Financial Companies
Missouri
$7.98M
GMA
64
Glassy Mountain Advisors
Maryland
$7.96M
FTS
65
Fifth Third Securities
Ohio
$7.59M
GI
66
Gradient Investments
Minnesota
$7.55M
OPAM
67
Ocean Park Asset Management
California
$7.53M
NDSI
68
Newman Dignan & Sheerar Inc
Rhode Island
$7.4M
HI
69
Harbour Investments
Wisconsin
$7.39M
PCM
70
Price Capital Management
Louisiana
$7.35M
OC
71
Oppenheimer & Co
New York
$7.32M
EH
72
Equitable Holdings
New York
$7.24M
PP
73
PFS Partners
New Jersey
$7.2M
GJIA
74
Glass Jacobson Investment Advisors
Maryland
$7.1M
Wealth Enhancement Advisory Services
75
Wealth Enhancement Advisory Services
Minnesota
$7.08M