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First Trust Preferred Securities and Income ETF

432 hedge funds and large institutions have $4.23B invested in First Trust Preferred Securities and Income ETF in 2025 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 193 increasing their positions, 139 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,229% more call options, than puts

Call options by funds: $186K | Put options by funds: $14K

39% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 139

6% more capital invested

Capital invested by funds: $4B → $4.23B (+$233M)

0.83% less ownership

Funds ownership: 68.88%68.06% (-0.83%)

7% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 41

3% less funds holding

Funds holding: 444432 (-12)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

Holders
432
Holders Change
-12
Holders Change %
-2.7%
% of All Funds
5.67%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.2%
New
38
Increased
193
Reduced
139
Closed
41
Calls
$186K
Puts
$14K
Net Calls
+$172K
Net Calls Change
+$364K
Name Holding Trade Value Shares
Change
Change in
Stake
SF
51
Summit Financial
New Jersey
$10.3M +$499K +27,643 +5%
TPWM
52
Twelve Points Wealth Management
Massachusetts
$9.5M +$595K +32,973 +7%
P
53
&Partners
Tennessee
$9.48M +$761K +42,159 +9%
Barclays
54
Barclays
United Kingdom
$9.45M +$9.35M +517,920 New
QCIG
55
Quad-Cities Investment Group
Iowa
$9.01M +$171K +9,488 +2%
MML Investors Services
56
MML Investors Services
Massachusetts
$8.87M -$596K -33,027 -6%
CFP
57
Curran Financial Partners
South Carolina
$8.67M +$2.78M +154,050 +48%
Envestnet Portfolio Solutions
58
Envestnet Portfolio Solutions
Illinois
$8.6M +$1.33M +73,507 +18%
CPIG
59
Chicago Partners Investment Group
Illinois
$8.53M +$719K +39,797 +9%
SF
60
Seros Financial
Arizona
$8.44M +$381K +21,104 +5%
AI
61
Atria Investments
North Carolina
$8.27M +$3.52K +195 +0%
Comerica Bank
62
Comerica Bank
Texas
$8.24M +$288K +15,950 +4%
PWP
63
Prasad Wealth Partners
Ohio
$7.99M +$766K +42,420 +11%
Jones Financial Companies
64
Jones Financial Companies
Missouri
$7.98M +$2.15M +118,899 +37%
GMA
65
Glassy Mountain Advisors
Maryland
$7.96M -$893K -49,441 -10%
FTS
66
Fifth Third Securities
Ohio
$7.59M -$1.08M -59,614 -13%
GI
67
Gradient Investments
Minnesota
$7.55M +$97K +5,373 +1%
OPAM
68
Ocean Park Asset Management
California
$7.53M -$10.9M -601,615 -59%
NDSI
69
Newman Dignan & Sheerar Inc
Rhode Island
$7.4M +$422K +23,360 +6%
HI
70
Harbour Investments
Wisconsin
$7.39M +$215K +11,928 +3%
PCM
71
Price Capital Management
Louisiana
$7.35M +$7.28M +402,920 New
OC
72
Oppenheimer & Co
New York
$7.32M +$214K +11,864 +3%
EH
73
Equitable Holdings
New York
$7.24M +$674K +37,332 +10%
PP
74
PFS Partners
New Jersey
$7.2M +$324K +17,962 +5%
GJIA
75
Glass Jacobson Investment Advisors
Maryland
$7.1M +$546K +30,237 +8%

FPE Hedge Fund Activity: Q3 2025 in Review

432 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in First Trust Preferred Securities and Income ETF (FPE) for Q3 2025, worth a combined $4.23B — up 5.8% from $4B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of FPE and 38 opened new positions — a net loss of 3 holders — while 139 trimmed existing stakes and 193 added.

The largest buyer was Royal Bank of Canada, adding an estimated $59.5M. The largest seller was Gallagher Fiduciary Advisors, cutting an estimated $65.4M.

  • 432 institutional investors held First Trust Preferred Securities and Income ETF (FPE) as of Q3 2025, down from 444 in Q2 2025.
  • Funds reported $4.23B of First Trust Preferred Securities and Income ETF stock for Q3 2025, up 5.8% quarter-over-quarter.
  • 38 funds opened new First Trust Preferred Securities and Income ETF positions in Q3 2025 and 41 closed out, a net change of -3 holders.
  • The largest First Trust Preferred Securities and Income ETF buyer in Q3 2025 was Royal Bank of Canada, an estimated $59.5M added.
  • The largest First Trust Preferred Securities and Income ETF seller in Q3 2025 was Gallagher Fiduciary Advisors, an estimated $65.4M sold.

Based on aggregated 13F filings for Q3 2025.