We are live on ! Find out more
FPE icon

First Trust Preferred Securities and Income ETF

463 hedge funds and large institutions have $4.19B invested in First Trust Preferred Securities and Income ETF in 2026 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 192 increasing their positions, 146 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 146

20% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 45

0.09% more ownership

Funds ownership: 67.91%68.01% (+0.09%)

0% less funds holding

Funds holding: 465463 (-2)

2% less capital invested

Capital invested by funds: $4.29B → $4.19B (-$96.3M)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
463
Holders Change
-2
Holders Change %
-0.43%
% of All Funds
5.7%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.17%
New
54
Increased
192
Reduced
146
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NPT
201
National Philanthropic Trust
Pennsylvania
$924K
DC
202
Davenport & Co
Virginia
$913K +$86.7K +4,760 +10%
CAP
203
Columbia Advisory Partners
Washington
$890K -$61.1K -3,356 -6%
MFP
204
Meridian Financial Partners
Virginia
$885K +$19.1K +1,049 +2%
TWM
205
Tanager Wealth Management
United Kingdom
$866K -$42.9K -2,358 -5%
RCIM
206
Red Cedar Investment Management
Michigan
$864K
SWM
207
SeaCrest Wealth Management
New York
$853K -$455 -25 -0.1%
FFA
208
Farther Finance Advisors
California
$852K -$123K -6,769 -12%
BAWC
209
Boyce & Associates Wealth Consulting
Texas
$848K +$148K +8,131 +21%
LFAS
210
Level Four Advisory Services
Texas
$839K +$68.8K +3,777 +9%
BFA
211
Beacon Financial Advisory
Ohio
$838K +$859K +47,183 New
CSP
212
Cary Street Partners
Virginia
$828K -$4.75K -261 -0.6%
SG
213
StoneX Group
New York
$806K -$947K -52,011 -53%
AC
214
AlphaCore Capital
California
$789K -$18.2K -1,000 -2%
AWM
215
Accel Wealth Management
Iowa
$787K -$11.3K -620 -1%
WAG
216
Wiser Advisor Group
Arizona
$775K -$35.6K -1,954 -4%
PFPG
217
Pinnacle Financial Partners (Georgia)
Georgia
$751K +$9.03K +496 +1%
WCM
218
Winebrenner Capital Management
Kentucky
$751K +$770K +42,296 New
CL
219
Choreo LLC
Illinois
$736K -$46.9K -2,574 -6%
GWP
220
Gateway Wealth Partners
Wisconsin
$732K +$403K +22,124 +116%
OIM
221
Oder Investment Management
California
$722K +$24.9K +1,365 +3%
WS
222
Wedbush Securities
California
$716K +$93.7K +5,147 +15%
FFP
223
Freedom Financial Partners
Minnesota
$713K +$17.2K +946 +2%
BA
224
Ballew Advisors
Mississippi
$711K +$35.1K +1,930 +5%
CP
225
Creekside Partners
California
$695K -$6.75K -371 -0.9%