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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 %
PG
126
Prostatis Group
Maryland
$2.61M +$2.25K +128 +0.1%
PAG
127
Private Advisory Group
Washington
$2.58M +$36.7K +2,084 +1%
HAM
128
Hickory Asset Management
Ohio
$2.53M +$5.42K +308 +0.2%
DWG
129
Darden Wealth Group
Michigan
$2.53M -$44.6K -2,535 -2%
BCM
130
Brookstone Capital Management
Illinois
$2.51M +$176K +10,029 +8%
KWM
131
Kingsview Wealth Management
Oregon
$2.51M +$187K +10,630 +8%
BEI
132
Benjamin Edwards Inc
Missouri
$2.5M +$131K +7,422 +6%
EWA
133
Etesian Wealth Advisors
Oregon
$2.44M +$175K +9,964 +8%
IAIM
134
International Assets Investment Management
Florida
$2.44M +$919K +52,221 +61%
TNBTD
135
Trustmark National Bank Trust Department
Mississippi
$2.42M -$143K -8,141 -6%
BCM
136
Beaumont Capital Management
Massachusetts
$2.38M +$2.38M +135,360 New
CIAS
137
Capital Investment Advisory Services
North Carolina
$2.36M +$19.9K +1,134 +0.9%
GCP
138
Gill Capital Partners
Colorado
$2.29M -$986K -56,032 -30%
WAM
139
Walker Asset Management
Missouri
$2.27M -$17.6K -1,000 -0.8%
HFS
140
Horizon Financial Services
North Carolina
$2.27M +$2.27M +129,189 New
SCA
141
Snowden Capital Advisors
New York
$2.19M -$260K -14,788 -11%
OIA
142
OneDigital Investment Advisors
Kansas
$2.16M -$52.8K -3,000 -2%
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$2.15M -$105K -5,960 -5%
GSWM
144
Golden State Wealth Management
California
$2.15M +$500K +28,453 +30%
MFG
145
Mainsail Financial Group
Washington
$2.14M +$79.5K +4,522 +4%
FW
146
FullCircle Wealth
Texas
$2.05M +$365K +21,030 +22%
IWN
147
Independent Wealth Network
Iowa
$2.02M +$107K +6,097 +6%
CWM
148
Connecticut Wealth Management
Connecticut
$1.97M +$1.97M +26,702 New
PS
149
Principal Securities
Iowa
$1.96M – – –
SG
150
StoneX Group
New York
$1.85M +$25.9K +1,471 +1%
4 5
6
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