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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 %
NDSI
76
Newman Dignan & Sheerar Inc
Rhode Island
$6.81M +$511K +28,735 +8%
GIA
77
Gladstone Institutional Advisory
Florida
$6.78M +$780K +43,793 +13%
SPC
78
Sigma Planning Corp
Michigan
$6.77M +$47.1K +2,648 +0.7%
PP
79
PFS Partners
New Jersey
$6.71M +$249K +13,988 +4%
NA
80
NewEdge Advisors
Louisiana
$6.62M +$164K +9,236 +3%
MOS
81
MGO One Seven
Ohio
$6.55M -$79.4K -4,463 -1%
MHB
82
Midwest Heritage Bank
Iowa
$6.54M +$137K +7,670 +2%
EH
83
Equitable Holdings
New York
$6.4M +$202K +11,337 +3%
GJIA
84
Glass Jacobson Investment Advisors
Maryland
$6.39M +$254K +14,247 +4%
SI
85
Stephens Inc
Arkansas
$6.16M -$28.4K -1,595 -0.5%
MWM
86
Marion Wealth Management
Pennsylvania
$6.11M +$115K +6,473 +2%
SWP
87
Stratos Wealth Partners
Ohio
$5.85M +$226K +12,706 +4%
LIG
88
Lokken Investment Group
Delaware
$5.82M -$360K -20,248 -6%
IAS
89
IMA Advisory Services
Colorado
$5.79M +$67K +3,765 +1%
CFP
90
Curran Financial Partners
South Carolina
$5.72M +$5.72M +321,142 New
Jones Financial Companies
91
Jones Financial Companies
Missouri
$5.64M +$1.14M +64,035 +25%
PAG
92
Private Advisor Group
New Jersey
$5.58M -$1.68M -94,522 -23%
TPWA
93
Twin Peaks Wealth Advisors
California
$5.38M +$18.5K +1,025 +0.3%
ECA
94
Elevation Capital Advisory
Oregon
$5.32M +$5.32M +298,659 New
FLI
95
Family Legacy Inc
South Carolina
$5.27M +$42.7K +2,401 +0.8%
SIS
96
Sound Income Strategies
Florida
$5.22M -$191K -10,721 -4%
WWM
97
Western Wealth Management
Colorado
$5.1M -$141K -7,949 -3%
FA
98
Flagstar Advisors
New York
$5.1M -$469K -26,337 -8%
PAS
99
Park Avenue Securities
New York
$4.7M +$4.7M +264,106 New
VA
100
Valmark Advisers
Ohio
$4.67M +$2.01K +113 +0%
2 3
4
5 6