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First Trust Preferred Securities and Income ETF

432 hedge funds and large institutions have $4.23B invested in First Trust Preferred Securities and Income ETF in 2025 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 193 increasing their positions, 139 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,229% more call options, than puts

Call options by funds: $186K | Put options by funds: $14K

39% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 139

6% more capital invested

Capital invested by funds: $4B → $4.23B (+$233M)

0.83% less ownership

Funds ownership: 68.88%68.06% (-0.83%)

7% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 41

3% less funds holding

Funds holding: 444432 (-12)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

Holders
432
Holders Change
-12
Holders Change %
-2.7%
% of All Funds
5.67%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.2%
New
38
Increased
193
Reduced
139
Closed
41
Calls
$186K
Puts
$14K
Net Calls
+$172K
Net Calls Change
+$364K
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
201
Tanager Wealth Management
United Kingdom
$933K -$12.2K -674 -1%
MMA
202
Miracle Mile Advisors
California
$914K -$18 -1 -0%
DC
203
Davenport & Co
Virginia
$903K -$214K -11,828 -19%
MFP
204
Meridian Financial Partners
Virginia
$903K +$1.93K +107 +0.2%
RCIM
205
Red Cedar Investment Management
Michigan
$888K
PWA
206
PCG Wealth Advisors
Kansas
$887K -$610K -33,773 -41%
AWM
207
Accel Wealth Management
Iowa
$865K -$41.2K -2,284 -5%
JWCA
208
J.W. Cole Advisors
Florida
$864K -$16.9K -936 -2%
WAG
209
Wiser Advisor Group
Arizona
$834K -$47.4K -2,623 -5%
SFI
210
SPC Financial Inc
Maryland
$829K +$105K +5,808 +15%
SWM
211
SeaCrest Wealth Management
New York
$813K +$363K +20,082 +82%
MW
212
Maia Wealth
Colorado
$810K -$45.6K -2,527 -5%
CL
213
Choreo LLC
Illinois
$796K -$11.1K -615 -1%
NWM
214
Northwest Wealth Management
Iowa
$789K -$7.44K -412 -0.9%
AAS
215
Ameritas Advisory Services
Nebraska
$782K -$35.8K -1,984 -4%
FPWM
216
FSB Premier Wealth Management
Iowa
$768K +$46K +2,549 +6%
KIA
217
Kraematon Investment Advisors
Massachusetts
$766K -$22.6K -1,251 -3%
AWG
218
Altus Wealth Group
Colorado
$765K +$8.13K +450 +1%
WCM
219
Winebrenner Capital Management
Kentucky
$760K +$47.6K +2,637 +7%
FFA
220
Farther Finance Advisors
California
$758K +$98.3K +5,444 +15%
WB
221
WesBanco Bank
West Virginia
$756K +$272K +15,076 +57%
BFG
222
Berger Financial Group
Minnesota
$742K -$12.4K -689 -2%
IA
223
IFG Advisory
Georgia
$739K -$13.6K -752 -2%
BRWA
224
B. Riley Wealth Advisors
Florida
$736K +$67.4K +3,734 +10%
SW
225
SteelPeak Wealth
California
$729K -$177K -9,788 -20%

FPE Hedge Fund Activity: Q3 2025 in Review

432 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in First Trust Preferred Securities and Income ETF (FPE) for Q3 2025, worth a combined $4.23B — up 5.8% from $4B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of FPE and 38 opened new positions — a net loss of 3 holders — while 139 trimmed existing stakes and 193 added.

The largest buyer was Royal Bank of Canada, adding an estimated $59.5M. The largest seller was Gallagher Fiduciary Advisors, cutting an estimated $65.4M.

  • 432 institutional investors held First Trust Preferred Securities and Income ETF (FPE) as of Q3 2025, down from 444 in Q2 2025.
  • Funds reported $4.23B of First Trust Preferred Securities and Income ETF stock for Q3 2025, up 5.8% quarter-over-quarter.
  • 38 funds opened new First Trust Preferred Securities and Income ETF positions in Q3 2025 and 41 closed out, a net change of -3 holders.
  • The largest First Trust Preferred Securities and Income ETF buyer in Q3 2025 was Royal Bank of Canada, an estimated $59.5M added.
  • The largest First Trust Preferred Securities and Income ETF seller in Q3 2025 was Gallagher Fiduciary Advisors, an estimated $65.4M sold.

Based on aggregated 13F filings for Q3 2025.