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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 %
B
51
Barings
North Carolina
$10.6M -$468K -26,298 -4%
ATPW
52
Ashton Thomas Private Wealth
Arizona
$10.6M +$375K +21,067 +4%
AIP
53
Ameritas Investment Partners
Nebraska
$10.4M +$545K +30,591 +6%
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$10.3M -$230K -12,946 -2%
KC
55
Kinloch Capital
Virginia
$10.1M +$87.6K +4,919 +0.9%
TLP
56
Trinity Legacy Partners
Texas
$9.9M +$232K +13,000 +2%
SF
57
Summit Financial
New Jersey
$9.57M +$8.11M +455,509 +554%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$9.48M -$546K -30,546 -5%
MML Investors Services
59
MML Investors Services
Massachusetts
$9.25M +$456K +25,604 +5%
FFG
60
Frisch Financial Group
New York
$9.04M +$322K +18,075 +4%
TPWM
61
Twelve Points Wealth Management
Massachusetts
$8.68M +$390K +21,904 +5%
GMA
62
Glassy Mountain Advisors
Maryland
$8.65M +$153K +8,615 +2%
QCIG
63
Quad-Cities Investment Group
Iowa
$8.62M +$335K +18,846 +4%
P
64
&Partners
Tennessee
$8.49M +$14.4K +809 +0.2%
FTS
65
Fifth Third Securities
Ohio
$8.46M +$2.78M +156,262 +49%
AI
66
Atria Investments
North Carolina
$8.07M +$8.07M +453,262 New
SF
67
Seros Financial
Arizona
$7.87M +$238K +13,389 +3%
Comerica Bank
68
Comerica Bank
Texas
$7.76M +$66.7K +3,749 +0.9%
CPIG
69
Chicago Partners Investment Group
Illinois
$7.53M +$197K +11,068 +3%
GI
70
Gradient Investments
Minnesota
$7.27M +$108K +6,085 +2%
Envestnet Portfolio Solutions
71
Envestnet Portfolio Solutions
Illinois
$7.08M +$620K +34,807 +10%
HFS
72
Howard Financial Services
Texas
$7.07M -$1.15M -64,475 -14%
PWP
73
Prasad Wealth Partners
Ohio
$7.04M -$877K -49,265 -11%
HI
74
Harbour Investments
Wisconsin
$7M +$325K +18,267 +5%
OC
75
Oppenheimer & Co
New York
$6.93M -$343K -19,259 -5%
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