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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 %
RCIM
201
Red Cedar Investment Management
Michigan
$866K – – –
WAG
202
Wiser Advisor Group
Arizona
$861K -$74.7K -4,199 -8%
JWCA
203
J.W. Cole Advisors
Florida
$859K +$62.8K +3,526 +8%
AWS
204
Aspen Wealth Strategies
Colorado
$830K -$28.1K -1,579 -3%
MW
205
Maia Wealth
Colorado
$829K +$58K +3,257 +8%
PFS
206
Prospect Financial Services
New York
$827K -$38.5K -2,162 -4%
AAS
207
Ameritas Advisory Services
Nebraska
$799K -$256K -14,400 -24%
CL
208
Choreo LLC
Illinois
$787K +$607K +34,099 +337%
NWM
209
Northwest Wealth Management
Iowa
$777K -$125K -7,032 -14%
WIC
210
Woodmont Investment Counsel
Tennessee
$771K +$91.5K +5,141 +13%
KIA
211
Kraematon Investment Advisors
Massachusetts
$770K -$101K -5,673 -12%
AWG
212
Altus Wealth Group
Colorado
$739K -$37.6K -2,115 -5%
BFG
213
Berger Financial Group
Minnesota
$737K -$36K -2,025 -5%
IA
214
IFG Advisory
Georgia
$734K +$24.9K +1,399 +4%
SFI
215
SPC Financial Inc
Maryland
$706K -$92.6K -5,205 -12%
FPWM
216
FSB Premier Wealth Management
Iowa
$705K +$45.4K +2,553 +7%
CFD
217
Creative Financial Designs
Indiana
$703K -$6.5K -365 -0.9%
BA
218
Ballew Advisors
Mississippi
$701K +$172K +9,650 +33%
WCM
219
Winebrenner Capital Management
Kentucky
$695K – – –
BIG
220
Brookwood Investment Group
Arizona
$694K +$89 +5 +0%
IAN
221
Integrated Advisors Network
Texas
$692K -$191K -10,710 -22%
BRWA
222
B. Riley Wealth Advisors
Florida
$652K +$652K +36,625 New
OIM
223
Oder Investment Management
California
$650K +$18.2K +1,022 +3%
FFP
224
Freedom Financial Partners
Minnesota
$648K -$1.58K -89 -0.2%
FFA
225
Farther Finance Advisors
California
$643K +$436K +24,516 +211%
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