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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 %
NS
151
NBC Securities
Alabama
$1.76M +$1.76M +100,029 +106,414%
GCM
152
Gallacher Capital Management
Colorado
$1.75M +$407K +23,117 +30%
MC
153
Moors & Cabot
Massachusetts
$1.72M -$23.7K -1,349 -1%
AAS
154
Asset Allocation Strategies
Michigan
$1.69M +$1.69M +96,275 New
SFC
155
Strategic Financial Concepts
Texas
$1.69M +$18.9K +1,076 +1%
MWA
156
Moser Wealth Advisors
Washington
$1.68M +$1.28K +73 +0.1%
ASN
157
Advisory Services Network
Georgia
$1.64M -$2.1M -119,617 -56%
BFG
158
Beacon Financial Group
Texas
$1.64M -$202K -11,483 -11%
MTC
159
Matrix Trust Company
Colorado
$1.63M +$441K +25,048 +37%
KA
160
Kovack Advisors
Florida
$1.62M +$255K +14,519 +19%
WCM
161
WealthBridge Capital Management
Ohio
$1.6M +$86.5K +4,917 +6%
PIA
162
Perennial Investment Advisors
California
$1.6M +$362K +20,570 +29%
HIS
163
Harvest Investment Services
Illinois
$1.57M -$21.2K -1,205 -1%
GWM
164
Geneos Wealth Management
Colorado
$1.55M +$943K +53,631 +156%
SFWA
165
Summit Financial Wealth Advisors
Louisiana
$1.55M +$57.9K +3,291 +4%
PA
166
Parallel Advisors
California
$1.54M +$122K +6,958 +9%
PG
167
Patten Group
Tennessee
$1.54M -$29.7K -1,687 -2%
DAS
168
Dynamic Advisor Solutions
Arizona
$1.53M +$17.9K +1,016 +1%
PTC
169
Private Trust Company
Ohio
$1.46M +$84.4K +4,799 +6%
SF
170
Summit Financial
New Jersey
$1.45M +$72.8K +4,141 +5%
BPA
171
Beacon Pointe Advisors
California
$1.45M -$9.6K -546 -0.7%
PWA
172
PCG Wealth Advisors
Kansas
$1.44M +$292K +16,620 +25%
SOS
173
Silver Oak Securities
Tennessee
$1.42M +$67.4K +3,830 +5%
SF
174
Synovus Financial
Georgia
$1.39M -$226K -12,835 -14%
ACP
175
Argyle Capital Partners
California
$1.37M +$70.3K +3,997 +5%
5 6
7
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