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First Trust Preferred Securities and Income ETF
FPE

Overview Fund Activity

434 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 46 funds opening new positions, 176 increasing their positions, 148 reducing their positions, and 39 closing their positions.

Holders
434
Holders Change
-2
Holders Change %
-0.46%
% of All Funds
5.83%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.2%
New
46
Increased
176
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 Market Value Shares Shares
Change 		Shares
Change %
NDSI
76
Newman Dignan & Sheerar Inc
Rhode Island
$6.81M 382,411 +28,735 +8%
GIA
77
Gladstone Institutional Advisory
Florida
$6.78M 381,102 +43,793 +13%
SPC
78
Sigma Planning Corp
Michigan
$6.77M 380,281 +2,648 +0.7%
PP
79
PFS Partners
New Jersey
$6.71M 376,954 +13,988 +4%
NA
80
NewEdge Advisors
Louisiana
$6.62M 371,865 +9,236 +3%
MOS
81
MGO One Seven
Ohio
$6.55M 367,860 -4,463 -1%
MHB
82
Midwest Heritage Bank
Iowa
$6.54M 367,561 +7,670 +2%
EH
83
Equitable Holdings
New York
$6.4M 359,458 +11,337 +3%
GJIA
84
Glass Jacobson Investment Advisors
Maryland
$6.39M 359,087 +14,247 +4%
SI
85
Stephens Inc
Arkansas
$6.16M 346,068 -1,595 -0.5%
MWM
86
Marion Wealth Management
Pennsylvania
$6.11M 343,418 +6,473 +2%
SWP
87
Stratos Wealth Partners
Ohio
$5.85M 328,815 +12,706 +4%
LIG
88
Lokken Investment Group
Delaware
$5.82M 327,087 -20,248 -6%
IAS
89
IMA Advisory Services
Colorado
$5.79M 325,157 +3,765 +1%
CFP
90
Curran Financial Partners
South Carolina
$5.72M 321,142 +321,142 New
Jones Financial Companies
91
Jones Financial Companies
Missouri
$5.64M 317,957 +64,035 +25%
PAG
92
Private Advisor Group
New Jersey
$5.58M 313,372 -94,522 -23%
TPWA
93
Twin Peaks Wealth Advisors
California
$5.38M 298,370 +1,025 +0.3%
ECA
94
Elevation Capital Advisory
Oregon
$5.32M 298,659 +298,659 New
FLI
95
Family Legacy Inc
South Carolina
$5.27M 296,312 +2,401 +0.8%
SIS
96
Sound Income Strategies
Florida
$5.22M 293,418 -10,721 -4%
WWM
97
Western Wealth Management
Colorado
$5.1M 286,378 -7,949 -3%
FA
98
Flagstar Advisors
New York
$5.1M 286,364 -26,337 -8%
PAS
99
Park Avenue Securities
New York
$4.7M 264,106 +264,106 New
VA
100
Valmark Advisers
Ohio
$4.67M 262,442 +113 +0%
2 3
4
5 6