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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 %
TFP
101
Traction Financial Partners
Wyoming
$4.49M -$14K -786 -0.3%
AIM
102
Aspen Investment Management
Michigan
$4.29M -$23.7K -1,333 -0.5%
AIC
103
Archer Investment Corporation
Indiana
$4.19M -$238K -13,360 -5%
OWA
104
ORBA Wealth Advisors
Illinois
$4.06M -$3.42M -191,979 -46%
US Bancorp
105
US Bancorp
Minnesota
$4.05M +$1.27M +71,207 +46%
CIA
106
Concurrent Investment Advisors
Florida
$3.91M -$3.61M -202,657 -48%
IWC
107
Integrated Wealth Concepts
Massachusetts
$3.86M +$227K +12,764 +6%
CAPTRUST Financial Advisors
108
CAPTRUST Financial Advisors
North Carolina
$3.75M +$453K +25,458 +14%
DADC
109
D.A. Davidson & Co
Montana
$3.49M +$18.7K +1,053 +0.5%
AF
110
Allworth Financial
California
$3.49M +$1.62K +91 +0%
PCG
111
Prosperity Consulting Group
Maryland
$3.45M +$72.1K +4,052 +2%
IIC
112
Ironwood Investment Counsel
Arizona
$3.4M +$326K +18,329 +11%
TFA
113
Toth Financial Advisory
Virginia
$3.26M +$238K +13,349 +8%
KWM
114
Kingsview Wealth Management
Oregon
$3.15M +$615K +34,537 +24%
IWM
115
IHT Wealth Management
Illinois
$3.15M +$39.5K +2,218 +1%
UAG
116
United Advisor Group
Ohio
$3.07M -$35.9K -2,019 -1%
PCS
117
Private Client Services
Kentucky
$3.07M -$151K -8,491 -5%
PG
118
Prostatis Group
Maryland
$2.98M +$338K +18,984 +13%
RA
119
RFG Advisory
Alabama
$2.95M -$4.86K -273 -0.2%
First Trust Advisors
120
First Trust Advisors
Illinois
$2.91M +$26.6K +1,496 +0.9%
PAG
121
Private Advisory Group
Washington
$2.86M +$255K +14,307 +10%
BCM
122
Brookstone Capital Management
Illinois
$2.86M +$316K +17,733 +12%
Creative Planning
123
Creative Planning
Kansas
$2.82M -$33.9K -1,905 -1%
AWM
124
AE Wealth Management
Kansas
$2.82M +$146K +8,204 +5%
GRP
125
Global Retirement Partners
California
$2.8M +$2.8M +157,530 New
3 4
5
6 7