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
Holders
465
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SOS
176
Silver Oak Securities
Tennessee
$1.42M
FWP
177
FAS Wealth Partners
Kansas
$1.42M
TNBTD
178
Trustmark National Bank Trust Department
Mississippi
$1.38M
ACP
179
Argyle Capital Partners
California
$1.27M
SWM
180
Steinberganna Wealth Management
New York
$1.27M
BFG
181
Beacon Financial Group
Texas
$1.24M
CFB
182
Cullen/Frost Bankers
Texas
$1.2M
JIP
183
Jaffetilchin Investment Partners
Florida
$1.15M
PVI
184
Pine Valley Investments
New Jersey
$1.15M
TA
185
TrueWealth Advisors
Alabama
$1.12M
ASN
186
Advisory Services Network
Georgia
$1.1M
PFS
187
Paller Financial Services
Colorado
$1.1M
NS
188
NBC Securities
Alabama
$1.09M
GWM
189
Geneos Wealth Management
Colorado
$1.07M
NFG
190
Nations Financial Group
Iowa
$1.06M
Brown Advisory
191
Brown Advisory
Maryland
$1.04M
MWM
192
MGB Wealth Management
Texas
$1.04M
BSB
193
Bangor Savings Bank
Maine
$1.02M
AWA
194
Arkadios Wealth Advisors
Georgia
$1.01M
PWA
195
PCG Wealth Advisors
Kansas
$1.01M
RSWM
196
Robertson Stephens Wealth Management
California
$1.01M
BFWM
197
Bright Futures Wealth Management
New York
$1M
WB
198
WesBanco Bank
West Virginia
$999K
KIA
199
Kraematon Investment Advisors
Massachusetts
$998K
FFA
200
Farther Finance Advisors
California
$995K