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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
Wealth Enhancement Advisory Services
76
Wealth Enhancement Advisory Services
Minnesota
$7.08M -$2.59M -143,229 -27%
GIA
77
Gladstone Institutional Advisory
Florida
$6.89M -$57.7K -3,196 -0.8%
MHB
78
Midwest Heritage Bank
Iowa
$6.84M +$137K +7,612 +2%
HFS
79
Howard Financial Services
Texas
$6.7M -$540K -29,927 -8%
NA
80
NewEdge Advisors
Louisiana
$6.66M -$123K -6,789 -2%
SWP
81
Stratos Wealth Partners
Ohio
$6.65M +$648K +35,882 +11%
MOS
82
MGO One Seven
Ohio
$6.6M -$106K -5,863 -2%
SI
83
Stephens Inc
Arkansas
$6.37M +$53.8K +2,977 +0.9%
MWM
84
Marion Wealth Management
Pennsylvania
$6.35M +$86.1K +4,766 +1%
IAS
85
IMA Advisory Services
Colorado
$5.94M +$11K +607 +0.2%
PAG
86
Private Advisor Group
New Jersey
$5.91M +$197K +10,891 +3%
LIG
87
Lokken Investment Group
Delaware
$5.89M -$72.7K -4,028 -1%
FLI
88
Family Legacy Inc
South Carolina
$5.42M +$12.2K +677 +0.2%
TPWA
89
Twin Peaks Wealth Advisors
California
$5.39M -$53.7K -2,972 -1%
TFP
90
Traction Financial Partners
Wyoming
$5.2M +$597K +33,086 +13%
WWM
91
Western Wealth Management
Colorado
$5.12M -$98.9K -5,477 -2%
PAS
92
Park Avenue Securities
New York
$5.08M +$258K +14,270 +5%
SIS
93
Sound Income Strategies
Florida
$5.02M -$334K -18,482 -6%
B
94
Barings
North Carolina
$5.02M -$5.79M -320,766 -54%
First Trust Advisors
95
First Trust Advisors
Illinois
$5.01M +$2.01M +111,193 +68%
UWP
96
Uniting Wealth Partners
Kansas
$4.97M +$4.92M +272,427 New
VA
97
Valmark Advisers
Ohio
$4.96M +$173K +9,607 +4%
IWC
98
Integrated Wealth Concepts
Massachusetts
$4.55M +$580K +32,112 +15%
US Bancorp
99
US Bancorp
Minnesota
$4.54M +$383K +21,189 +9%
AIM
100
Aspen Investment Management
Michigan
$4.46M +$56.6K +3,132 +1%

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.