FPE icon

First Trust Preferred Securities and Income ETF

440 hedge funds and large institutions have $3.99B invested in First Trust Preferred Securities and Income ETF in 2025 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 176 increasing their positions, 150 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

0% more funds holding

Funds holding: 438440 (+2)

20% less funds holding in top 10

Funds holding in top 10: 2016 (-4)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $192K

Holders
440
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$192K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWN
151
Independent Wealth Network
Iowa
$2.08M
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$2.08M
PCP
153
Proficio Capital Partners
Massachusetts
$1.94M
NS
154
NBC Securities
Alabama
$1.89M
SG
155
StoneX Group
New York
$1.82M
APP
156
Avantax Planning Partners
Iowa
$1.75M
KA
157
Kovack Advisors
Florida
$1.73M
SB
158
Strategic Blueprint
Georgia
$1.72M
PA
159
Parallel Advisors
California
$1.71M
PIA
160
Perennial Investment Advisors
California
$1.7M
MWA
161
Moser Wealth Advisors
Washington
$1.7M
MC
162
Moors & Cabot
Massachusetts
$1.62M
HIS
163
Harvest Investment Services
Illinois
$1.6M
WCM
164
WealthBridge Capital Management
Ohio
$1.6M
IA
165
IFP Advisors
Florida
$1.57M
SFWA
166
Summit Financial Wealth Advisors
Louisiana
$1.56M
MTC
167
Matrix Trust Company
Colorado
$1.55M
DAS
168
Dynamic Advisor Solutions
Arizona
$1.53M
PTC
169
Private Trust Company
Ohio
$1.5M
PWA
170
PCG Wealth Advisors
Kansas
$1.47M
RFA
171
ROI Financial Advisors
Oregon
$1.46M
SF
172
Synovus Financial
Georgia
$1.46M
BPA
173
Beacon Pointe Advisors
California
$1.45M
SOS
174
Silver Oak Securities
Tennessee
$1.44M
TNBTD
175
Trustmark National Bank Trust Department
Mississippi
$1.43M