FPE icon

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.

New
Increased
Maintained
Reduced
Closed
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 %
AIC
101
Archer Investment Corporation
Indiana
$4.38M -$62.2K -3,535 -1%
RSWM
102
Robertson Stephens Wealth Management
California
$4.35M -$2.64M -150,342 -38%
AIM
103
Aspen Investment Management
Michigan
$4.27M +$145K +8,244 +4%
AWS
104
Atria Wealth Solutions
New York
$4M +$714K +40,597 +22%
IWC
105
Integrated Wealth Concepts
Massachusetts
$3.59M +$487K +27,699 +16%
GFA
106
Gallagher Fiduciary Advisors
Illinois
$3.55M +$3.55M +201,940 New
DADC
107
D.A. Davidson & Co
Montana
$3.43M -$632K -35,921 -16%
AF
108
Allworth Financial
California
$3.4M -$65.1K -3,757 -2%
PCG
109
Prosperity Consulting Group
Maryland
$3.34M +$521K +29,608 +19%
CAPTRUST Financial Advisors
110
CAPTRUST Financial Advisors
North Carolina
$3.26M +$206K +11,733 +7%
AssetMark Inc
111
AssetMark Inc
California
$3.25M +$3.05M +173,620 +1,551%
PCS
112
Private Client Services
Kentucky
$3.19M +$5.58K +317 +0.2%
LSPW
113
Lake Street Private Wealth
Illinois
$3.17M +$301K +17,133 +11%
UAG
114
United Advisor Group
Ohio
$3.07M +$210K +11,945 +7%
IWM
115
IHT Wealth Management
Illinois
$3.07M +$310K +17,613 +11%
IIC
116
Ironwood Investment Counsel
Arizona
$3.04M -$495K -28,131 -14%
IA
117
IFP Advisors
Florida
$3M +$103K +5,848 +4%
TFA
118
Toth Financial Advisory
Virginia
$2.99M +$81K +4,606 +3%
RA
119
RFG Advisory
Alabama
$2.92M +$52.7K +2,995 +2%
First Trust Advisors
120
First Trust Advisors
Illinois
$2.85M +$232K +13,211 +9%
IWA
121
Icon Wealth Advisors
Texas
$2.84M +$29.6K +1,683 +1%
Creative Planning
122
Creative Planning
Kansas
$2.82M -$287K -16,302 -9%
US Bancorp
123
US Bancorp
Minnesota
$2.75M +$50.1K +2,846 +2%
AWM
124
AE Wealth Management
Kansas
$2.64M -$75.8K -4,309 -3%
CHC
125
City Holding Co
West Virginia
$2.62M -$26.4K -1,500 -1%
3 4
5
6 7