FPE icon

First Trust Preferred Securities and Income ETF

452 hedge funds and large institutions have $4.28B invested in First Trust Preferred Securities and Income ETF in 2025 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 191 increasing their positions, 138 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
452
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
FWP
176
FAS Wealth Partners
Kansas
$1.42M
TNBTD
177
Trustmark National Bank Trust Department
Mississippi
$1.38M
ACP
178
Argyle Capital Partners
California
$1.27M
SWM
179
Steinberganna Wealth Management
New York
$1.27M
CFB
180
Cullen/Frost Bankers
Texas
$1.2M
JIP
181
Jaffetilchin Investment Partners
Florida
$1.15M
PVI
182
Pine Valley Investments
New Jersey
$1.15M
TA
183
TrueWealth Advisors
Alabama
$1.12M
ASN
184
Advisory Services Network
Georgia
$1.1M
PFS
185
Paller Financial Services
Colorado
$1.1M
NS
186
NBC Securities
Alabama
$1.09M
GWM
187
Geneos Wealth Management
Colorado
$1.07M
NFG
188
Nations Financial Group
Iowa
$1.06M
Brown Advisory
189
Brown Advisory
Maryland
$1.04M
MWM
190
MGB Wealth Management
Texas
$1.04M
BSB
191
Bangor Savings Bank
Maine
$1.02M
AWA
192
Arkadios Wealth Advisors
Georgia
$1.01M
PWA
193
PCG Wealth Advisors
Kansas
$1.01M
RSWM
194
Robertson Stephens Wealth Management
California
$1.01M
BFWM
195
Bright Futures Wealth Management
New York
$1M
WB
196
WesBanco Bank
West Virginia
$999K
KIA
197
Kraematon Investment Advisors
Massachusetts
$998K
FFA
198
Farther Finance Advisors
California
$995K
RAM
199
Readystate Asset Management
Illinois
$986K
PWM
200
Puff Wealth Management
New Jersey
$986K