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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 %
PCP
151
Proficio Capital Partners
Massachusetts
$1.94M +$1.94M +1,923,095 New
NS
152
NBC Securities
Alabama
$1.89M +$111K +6,211 +6%
SG
153
StoneX Group
New York
$1.82M -$57.9K -3,254 -3%
APP
154
Avantax Planning Partners
Iowa
$1.75M +$1.31M +73,569 +297%
KA
155
Kovack Advisors
Florida
$1.73M +$97.6K +5,482 +6%
SB
156
Strategic Blueprint
Georgia
$1.72M +$413K +23,182 +32%
PA
157
Parallel Advisors
California
$1.71M +$151K +8,458 +10%
PIA
158
Perennial Investment Advisors
California
$1.7M +$88.7K +4,982 +5%
MWA
159
Moser Wealth Advisors
Washington
$1.7M +$1.34K +75 +0.1%
MC
160
Moors & Cabot
Massachusetts
$1.62M -$111K -6,250 -6%
HIS
161
Harvest Investment Services
Illinois
$1.6M +$7.26K +408 +0.5%
WCM
162
WealthBridge Capital Management
Ohio
$1.6M -$18.7K -1,053 -1%
IA
163
IFP Advisors
Florida
$1.57M -$1.46M -82,153 -48%
MTC
164
Matrix Trust Company
Colorado
$1.55M -$102K -5,713 -6%
DAS
165
Dynamic Advisor Solutions
Arizona
$1.53M -$18.5K -1,041 -1%
PTC
166
Private Trust Company
Ohio
$1.5M +$19.7K +1,107 +1%
PWA
167
PCG Wealth Advisors
Kansas
$1.47M +$6.52K +366 +0.4%
RFA
168
ROI Financial Advisors
Oregon
$1.46M +$380K +21,340 +35%
SF
169
Synovus Financial
Georgia
$1.46M +$44.4K +2,492 +3%
BPA
170
Beacon Pointe Advisors
California
$1.45M -$11.6K -650 -0.8%
SOS
171
Silver Oak Securities
Tennessee
$1.44M +$374 +21 +0%
TNBTD
172
Trustmark National Bank Trust Department
Mississippi
$1.43M -$1.02M -57,108 -42%
PG
173
Patten Group
Tennessee
$1.42M -$134K -7,543 -9%
ACP
174
Argyle Capital Partners
California
$1.42M +$41K +2,306 +3%
BFG
175
Beacon Financial Group
Texas
$1.38M -$274K -15,416 -17%
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