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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 %
PP
76
PFS Partners
New Jersey
$6.38M +$93.3K +5,305 +1%
Envestnet Portfolio Solutions
77
Envestnet Portfolio Solutions
Illinois
$6.38M +$1.07M +60,919 +20%
NA
78
NewEdge Advisors
Louisiana
$6.38M +$463K +26,327 +8%
MHB
79
Midwest Heritage Bank
Iowa
$6.33M +$1.17M +66,427 +23%
NDSI
80
Newman Dignan & Sheerar Inc
Rhode Island
$6.22M +$299K +16,978 +5%
EH
81
Equitable Holdings
New York
$6.12M +$426K +24,196 +7%
SI
82
Stephens Inc
Arkansas
$6.12M +$3.08M +175,114 +101%
LIG
83
Lokken Investment Group
Delaware
$6.11M +$503K +28,592 +9%
GJIA
84
Glass Jacobson Investment Advisors
Maryland
$6.1M – – –
Focus Partners Wealth
85
Focus Partners Wealth
Massachusetts
$6.08M -$278K -15,804 -4%
GIA
86
Gladstone Institutional Advisory
Florida
$5.93M +$117K +6,666 +2%
MWM
87
Marion Wealth Management
Pennsylvania
$5.93M +$224K +12,731 +4%
IAS
88
IMA Advisory Services
Colorado
$5.65M +$2.13M +121,263 +61%
FTS
89
Fifth Third Securities
Ohio
$5.62M +$5.62M +319,218 New
SWP
90
Stratos Wealth Partners
Ohio
$5.56M -$675K -38,381 -11%
FA
91
Flagstar Advisors
New York
$5.5M -$50.7K -2,881 -0.9%
SIS
92
Sound Income Strategies
Florida
$5.35M +$13.1K +746 +0.2%
WWM
93
Western Wealth Management
Colorado
$5.18M -$87.6K -4,978 -2%
FLI
94
Family Legacy Inc
South Carolina
$5.17M +$31.1K +1,770 +0.6%
TPWA
95
Twin Peaks Wealth Advisors
California
$5.1M -$343K -19,988 -6%
Jane Street
96
Jane Street
New York
$4.63M +$1.6M +91,118 +53%
VA
97
Valmark Advisers
Ohio
$4.61M +$17K +968 +0.4%
Jones Financial Companies
98
Jones Financial Companies
Missouri
$4.47M +$1.05M +59,501 +31%
NW
99
Naviter Wealth
Arkansas
$4.45M +$300K +16,952 +7%
TFP
100
Traction Financial Partners
Wyoming
$4.45M -$205K -11,643 -4%
2 3
4
5 6