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First Trust Preferred Securities and Income ETF

432 hedge funds and large institutions have $4.23B invested in First Trust Preferred Securities and Income ETF in 2025 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 193 increasing their positions, 139 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,229% more call options, than puts

Call options by funds: $186K | Put options by funds: $14K

39% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 139

6% more capital invested

Capital invested by funds: $4B → $4.23B (+$233M)

0.83% less ownership

Funds ownership: 68.88%68.06% (-0.83%)

7% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 41

3% less funds holding

Funds holding: 444432 (-12)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

Holders
432
Holders Change
-12
Holders Change %
-2.7%
% of All Funds
5.67%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.2%
New
38
Increased
193
Reduced
139
Closed
41
Calls
$186K
Puts
$14K
Net Calls
+$172K
Net Calls Change
+$364K
Name Holding Trade Value Shares
Change
Change in
Stake
GCM
126
Gallacher Capital Management
Colorado
$2.86M +$277K +15,349 +11%
MPIA
127
Milestones Private Investment Advisors
New York
$2.85M +$17K +943 +0.6%
IWA
128
Icon Wealth Advisors
Texas
$2.85M -$8.94K -495 -0.3%
BEI
129
Benjamin Edwards Inc
Missouri
$2.83M +$161K +8,910 +6%
PG
130
Prostatis Group
Maryland
$2.79M -$263K -14,558 -9%
DWG
131
Darden Wealth Group
Michigan
$2.78M +$48.8K +2,703 +2%
IAIM
132
International Assets Investment Management
Florida
$2.76M -$31.7K -1,753 -1%
AWM
133
AE Wealth Management
Kansas
$2.75M -$138K -7,623 -5%
GRP
134
Global Retirement Partners
California
$2.75M -$122K -6,759 -4%
CHC
135
City Holding Co
West Virginia
$2.74M +$47.2K +2,615 +2%
LSPW
136
Lake Street Private Wealth
Illinois
$2.69M +$160K +8,873 +6%
DADC
137
D.A. Davidson & Co
Montana
$2.61M -$965K -53,418 -27%
SCA
138
Snowden Capital Advisors
New York
$2.6M +$447K +24,756 +21%
MFG
139
Mainsail Financial Group
Washington
$2.47M +$172K +9,529 +8%
CIA
140
Concurrent Investment Advisors
Florida
$2.44M -$1.56M -86,185 -39%
GSWM
141
Golden State Wealth Management
California
$2.43M +$183K +10,112 +8%
HFS
142
Horizon Financial Services
North Carolina
$2.41M +$84.4K +4,675 +4%
EWA
143
Etesian Wealth Advisors
Oregon
$2.37M -$53.9K -2,986 -2%
GCP
144
Gill Capital Partners
Colorado
$2.34M -$39.1K -2,165 -2%
IWN
145
Independent Wealth Network
Iowa
$2.28M +$152K +8,442 +7%
CIAS
146
Capital Investment Advisory Services
North Carolina
$2.28M -$75.6K -4,184 -3%
RDFA
147
Ritter Daniher Financial Advisory
Ohio
$2.27M +$2.25M +124,451 New
WAM
148
Walker Asset Management
Missouri
$2.17M -$163K -9,000 -7%
AMG
149
APS Management Group
California
$2.12M +$2.1M +116,482 New
OIA
150
OneDigital Investment Advisors
Kansas
$2.12M -$57.9K -3,209 -3%

FPE Hedge Fund Activity: Q3 2025 in Review

432 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in First Trust Preferred Securities and Income ETF (FPE) for Q3 2025, worth a combined $4.23B — up 5.8% from $4B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of FPE and 38 opened new positions — a net loss of 3 holders — while 139 trimmed existing stakes and 193 added.

The largest buyer was Royal Bank of Canada, adding an estimated $59.5M. The largest seller was Gallagher Fiduciary Advisors, cutting an estimated $65.4M.

  • 432 institutional investors held First Trust Preferred Securities and Income ETF (FPE) as of Q3 2025, down from 444 in Q2 2025.
  • Funds reported $4.23B of First Trust Preferred Securities and Income ETF stock for Q3 2025, up 5.8% quarter-over-quarter.
  • 38 funds opened new First Trust Preferred Securities and Income ETF positions in Q3 2025 and 41 closed out, a net change of -3 holders.
  • The largest First Trust Preferred Securities and Income ETF buyer in Q3 2025 was Royal Bank of Canada, an estimated $59.5M added.
  • The largest First Trust Preferred Securities and Income ETF seller in Q3 2025 was Gallagher Fiduciary Advisors, an estimated $65.4M sold.

Based on aggregated 13F filings for Q3 2025.