FPE icon

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 %
FWP
176
FAS Wealth Partners
Kansas
$1.26M -$45.5K -2,554 -3%
VWA
177
Visionary Wealth Advisors
Illinois
$1.23M +$11.3K +634 +0.9%
PWM
178
Puff Wealth Management
New Jersey
$1.12M +$26.5K +1,490 +2%
PFGIA
179
Patriot Financial Group Insurance Agency
Massachusetts
$1.11M -$25.4K -1,425 -2%
JIP
180
Jaffetilchin Investment Partners
Florida
$1.11M +$11.3K +636 +1%
National Bank of Canada
181
National Bank of Canada
Quebec, Canada
$1.1M +$706K +39,658 +178%
EL
182
Essex LLC
Illinois
$1.09M -$24.1K -1,352 -2%
DC
183
Davenport & Co
Virginia
$1.09M -$13.3K -747 -1%
TA
184
TrueWealth Advisors
Alabama
$1.07M +$7.96K +447 +0.8%
LSA
185
Lion Street Advisors
Texas
$1.03M -$60.1K -3,379 -6%
Brown Advisory
186
Brown Advisory
Maryland
$1.02M – – –
MWM
187
MGB Wealth Management
Texas
$1.02M +$536K +30,184 +112%
MA
188
MJP Associates
Connecticut
$1.01M -$73.9K -4,151 -7%
AO
189
Advisor OS
Illinois
$1M -$107K -5,988 -10%
BSB
190
Bangor Savings Bank
Maine
$996K – – –
FMTC
191
Farmers & Merchants Trust Company
California
$959K – – –
FPAS
192
Focus Partners Advisor Solutions
Missouri
$957K -$83.9K -4,713 -8%
GWM
193
Geneos Wealth Management
Colorado
$943K -$624K -35,063 -40%
ASN
194
Advisory Services Network
Georgia
$935K -$741K -41,351 -44%
TWM
195
Tanager Wealth Management
United Kingdom
$923K +$579K +32,520 +168%
MMA
196
Miracle Mile Advisors
California
$892K -$53 -3 -0%
SW
197
SteelPeak Wealth
California
$885K -$65.8K -3,697 -7%
AWM
198
Accel Wealth Management
Iowa
$885K +$1.73K +97 +0.2%
MFP
199
Meridian Financial Partners
Virginia
$876K -$2.92K -164 -0.3%
NA
200
Note Advisors
New York
$873K +$74K +4,155 +9%
6 7
8
9 10