We are live on ! Find out more
FPE icon

First Trust Preferred Securities and Income ETF

465 hedge funds and large institutions have $4.29B invested in First Trust Preferred Securities and Income ETF in 2025 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 192 increasing their positions, 140 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 36

37% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 140

8% more funds holding

Funds holding: 432465 (+33)

1% more capital invested

Capital invested by funds: $4.23B → $4.29B (+$63.3M)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

0.14% less ownership

Funds ownership: 68.06%67.91% (-0.14%)

Holders
465
Holders Change
+33
Holders Change %
+7.64%
% of All Funds
5.66%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
75
Increased
192
Reduced
140
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
151
Walker Asset Management
Missouri
$2.14M -$36.6K -2,000 -2%
EFS
152
Econ Financial Services
Pennsylvania
$2.13M +$2.14M +116,862 New
PCS
153
Private Client Services
Kentucky
$2.1M +$493K +26,957 +31%
GCP
154
Gill Capital Partners
Colorado
$2.04M -$297K -16,218 -13%
PG
155
Patten Group
Tennessee
$1.99M +$573K +31,339 +40%
PIA
156
Perennial Investment Advisors
California
$1.98M +$17.2K +939 +0.9%
KA
157
Kovack Advisors
Florida
$1.95M +$290K +15,869 +17%
PS
158
Principal Securities
Iowa
$1.91M +$160K +8,741 +9%
NA
159
NewEdge Advisors
Louisiana
$1.89M -$4.78M -261,309 -72%
SG
160
StoneX Group
New York
$1.78M -$13.1K -718 -0.7%
MC
161
Moors & Cabot
Massachusetts
$1.76M +$57.1K +3,122 +3%
APP
162
Avantax Planning Partners
Iowa
$1.74M -$60.4K -3,304 -3%
SB
163
Strategic Blueprint
Georgia
$1.68M -$130K -7,111 -7%
WCM
164
WealthBridge Capital Management
Ohio
$1.68M +$805 +44 +0%
NFG
165
Northbridge Financial Group
Florida
$1.65M +$1.66M +90,554 New
HIS
166
Harvest Investment Services
Illinois
$1.58M -$6.88K -376 -0.4%
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$1.58M +$955K +52,232 +152%
PA
168
Parallel Advisors
California
$1.58M -$121K -6,622 -7%
IFG
169
Independent Financial Group
California
$1.57M +$19.6K +1,073 +1%
PTC
170
Private Trust Company
Ohio
$1.54M +$47.5K +2,594 +3%
DAS
171
Dynamic Advisor Solutions
Arizona
$1.54M -$42.3K -2,312 -3%
AAS
172
Ameritas Advisory Services
Nebraska
$1.52M +$737K +40,269 +94%
PWAM
173
Private Wealth Asset Management
Iowa
$1.5M +$1.41M +77,057 +1,473%
SFWA
174
Summit Financial Wealth Advisors
Louisiana
$1.48M -$198K -10,844 -12%
IA
175
Integrity Alliance
Iowa
$1.47M +$1.19M +65,148 +422%