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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 %
AAS
51
Avantax Advisory Services
Texas
$9.83M +$5.18M +294,283 +111%
AIP
52
Ameritas Investment Partners
Nebraska
$9.74M +$759K +43,129 +8%
TLP
53
Trinity Legacy Partners
Texas
$9.51M +$405K +23,071 +4%
MML Investors Services
54
MML Investors Services
Massachusetts
$8.69M -$5.1M -289,886 -37%
FFG
55
Frisch Financial Group
New York
$8.62M +$8.62M +489,917 New
P
56
&Partners
Tennessee
$8.43M +$2.12M +119,625 +34%
GMA
57
Glassy Mountain Advisors
Maryland
$8.39M +$852K +48,454 +11%
Renaissance Technologies
58
Renaissance Technologies
New York
$8.26M +$8.26M +469,688 New
TPWM
59
Twelve Points Wealth Management
Massachusetts
$8.19M +$266K +15,127 +3%
QCIG
60
Quad-Cities Investment Group
Iowa
$8.19M +$548K +31,146 +7%
SA
61
Stonebridge Advisors
Connecticut
$8.12M -$32.2M -1,828,032 -80%
HFS
62
Howard Financial Services
Texas
$8.12M -$1.12M -63,775 -12%
PWP
63
Prasad Wealth Partners
Ohio
$7.82M +$508K +28,873 +7%
Comerica Bank
64
Comerica Bank
Texas
$7.6M -$1.03M -58,786 -12%
SF
65
Seros Financial
Arizona
$7.54M +$483K +27,463 +7%
CIA
66
Concurrent Investment Advisors
Florida
$7.43M +$357K +20,310 +5%
OWA
67
ORBA Wealth Advisors
Illinois
$7.39M +$339K +19,284 +5%
KWA
68
Kingswood Wealth Advisors
California
$7.3M -$5.64M -320,388 -44%
OC
69
Oppenheimer & Co
New York
$7.19M +$211K +11,971 +3%
PAG
70
Private Advisor Group
New Jersey
$7.17M -$8.29M -471,422 -54%
CPIG
71
Chicago Partners Investment Group
Illinois
$7.13M +$250K +14,413 +4%
GI
72
Gradient Investments
Minnesota
$7.08M +$477K +27,104 +7%
SPC
73
Sigma Planning Corp
Michigan
$6.64M +$28.1K +1,596 +0.4%
HI
74
Harbour Investments
Wisconsin
$6.6M +$323K +18,367 +5%
MOS
75
MGO One Seven
Ohio
$6.55M -$19.4K -1,105 -0.3%
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