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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 %
TFP
101
Traction Financial Partners
Wyoming
$4.49M 252,027 -786 -0.3%
AIM
102
Aspen Investment Management
Michigan
$4.29M 241,246 -1,333 -0.5%
AIC
103
Archer Investment Corporation
Indiana
$4.19M 235,626 -13,360 -5%
OWA
104
ORBA Wealth Advisors
Illinois
$4.06M 227,977 -191,979 -46%
US Bancorp
105
US Bancorp
Minnesota
$4.05M 227,493 +71,207 +46%
CIA
106
Concurrent Investment Advisors
Florida
$3.91M 219,732 -202,657 -48%
IWC
107
Integrated Wealth Concepts
Massachusetts
$3.86M 217,116 +12,764 +6%
CAPTRUST Financial Advisors
108
CAPTRUST Financial Advisors
North Carolina
$3.75M 210,758 +25,458 +14%
DADC
109
D.A. Davidson & Co
Montana
$3.49M 196,311 +1,053 +0.5%
AF
110
Allworth Financial
California
$3.49M 196,125 +91 +0%
PCG
111
Prosperity Consulting Group
Maryland
$3.45M 193,676 +4,052 +2%
IIC
112
Ironwood Investment Counsel
Arizona
$3.4M 190,986 +18,329 +11%
TFA
113
Toth Financial Advisory
Virginia
$3.26M 183,419 +13,349 +8%
KWM
114
Kingsview Wealth Management
Oregon
$3.15M 177,189 +34,537 +24%
IWM
115
IHT Wealth Management
Illinois
$3.15M 176,853 +2,218 +1%
UAG
116
United Advisor Group
Ohio
$3.07M 172,697 -2,019 -1%
PCS
117
Private Client Services
Kentucky
$3.07M 172,590 -8,491 -5%
PG
118
Prostatis Group
Maryland
$2.98M 167,611 +18,984 +13%
RA
119
RFG Advisory
Alabama
$2.95M 165,887 -273 -0.2%
First Trust Advisors
120
First Trust Advisors
Illinois
$2.91M 163,544 +1,496 +0.9%
PAG
121
Private Advisory Group
Washington
$2.86M 160,772 +14,307 +10%
BCM
122
Brookstone Capital Management
Illinois
$2.86M 160,523 +17,733 +12%
Creative Planning
123
Creative Planning
Kansas
$2.82M 158,565 -1,905 -1%
AWM
124
AE Wealth Management
Kansas
$2.82M 158,557 +8,204 +5%
GRP
125
Global Retirement Partners
California
$2.8M 157,530 +157,530 New
3 4
5
6 7