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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 %
AWS
126
Atria Wealth Solutions
New York
$2.8M -$1.25M -69,997 -31%
IWA
127
Icon Wealth Advisors
Texas
$2.79M -$88.4K -4,965 -3%
IAIM
128
International Assets Investment Management
Florida
$2.79M +$323K +18,158 +13%
BCP
129
Blackhawk Capital Partners
Wisconsin
$2.74M +$2.74M +153,895 New
FLPIM
130
F.L. Putnam Investment Management
Massachusetts
$2.74M +$2.74M +153,666 New
DWG
131
Darden Wealth Group
Michigan
$2.67M +$108K +6,063 +4%
CHC
132
City Holding Co
West Virginia
$2.63M -$19.8K -1,115 -0.7%
BEI
133
Benjamin Edwards Inc
Missouri
$2.61M +$77K +4,323 +3%
HAM
134
Hickory Asset Management
Ohio
$2.56M +$1.76K +99 +0.1%
GCM
135
Gallacher Capital Management
Colorado
$2.52M +$750K +42,124 +42%
LSPW
136
Lake Street Private Wealth
Illinois
$2.47M -$737K -41,377 -23%
RSWM
137
Robertson Stephens Wealth Management
California
$2.45M -$1.95M -109,418 -44%
EWA
138
Etesian Wealth Advisors
Oregon
$2.37M -$106K -5,943 -4%
GCP
139
Gill Capital Partners
Colorado
$2.32M +$4.08K +229 +0.2%
CIAS
140
Capital Investment Advisory Services
North Carolina
$2.3M -$81.5K -4,579 -3%
WAM
141
Walker Asset Management
Missouri
$2.28M -$17.8K -1,000 -0.8%
HFS
142
Horizon Financial Services
North Carolina
$2.27M -$30.6K -1,721 -1%
MFG
143
Mainsail Financial Group
Washington
$2.24M +$72.1K +4,039 +3%
GSWM
144
Golden State Wealth Management
California
$2.2M +$17.1K +961 +0.8%
CWM
145
Connecticut Wealth Management
Connecticut
$2.16M -$248K -2,750 -10%
OIA
146
OneDigital Investment Advisors
Kansas
$2.13M -$50.9K -2,859 -2%
SCA
147
Snowden Capital Advisors
New York
$2.1M -$118K -6,602 -5%
PS
148
Principal Securities
Iowa
$2.1M +$129K +7,226 +7%
IWN
149
Independent Wealth Network
Iowa
$2.08M +$37.8K +2,121 +2%
Carson Wealth (CWM LLC)
150
Carson Wealth (CWM LLC)
Nebraska
$2.08M -$102K -5,714 -5%
4 5
6
7 8