First Trust Preferred Securities and Income ETF
447 hedge funds and large institutions have $3.83B invested in First Trust Preferred Securities and Income ETF in 2025 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 201 increasing their positions, 134 reducing their positions, and 40 closing their positions.
96% more capital inflows, than outflows
Capital inflows: $294M | Capital outflows: $150M
50% more repeat investments, than reductions
Existing positions increased: 201 | Existing positions reduced: 134
13% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 40
0.61% more ownership
Funds ownership: 65.51% → 66.12% (+0.61%)
0% more funds holding in top 10
Funds holding in top 10: 20 → 20 (0)
0% less funds holding
Funds holding: 448 → 447 (-1)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $55K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$29.4M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$25.5M |
| 3 |
Advisory Alpha
Holland,
Michigan
|
+$23.8M |
| 4 |
LPL Financial
San Diego,
California
|
+$23.7M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$22.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SA
Stonebridge Advisors
Wilton,
Connecticut
|
-$32.4M |
| 2 |
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$14.9M |
| 3 |
Eldridge Investment Advisors
Manchester,
New Hampshire
|
-$10M |
| 4 |
Ocean Park Asset Management
Santa Monica,
California
|
-$8.74M |
| 5 |
Private Advisor Group
Morristown,
New Jersey
|
-$8.37M |
FPE Hedge Fund Activity: Q1 2025 in Review
447 of the 7,487 institutional investors tracked by Wall St. Rank reported a position in First Trust Preferred Securities and Income ETF (FPE) for Q1 2025, worth a combined $3.83B — up 3.1% from $3.72B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new FPE positions and 40 closed out — a net gain of 5 holders — while 201 added to existing stakes and 134 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $29.4M. The largest seller was Stonebridge Advisors, cutting an estimated $32.4M.
- 447 institutional investors held First Trust Preferred Securities and Income ETF (FPE) as of Q1 2025, down from 448 in Q4 2024.
- Funds reported $3.83B of First Trust Preferred Securities and Income ETF stock for Q1 2025, up 3.1% quarter-over-quarter.
- 45 funds opened new First Trust Preferred Securities and Income ETF positions in Q1 2025 and 40 closed out, a net change of +5 holders.
- The largest First Trust Preferred Securities and Income ETF buyer in Q1 2025 was Morgan Stanley, an estimated $29.4M added.
- The largest First Trust Preferred Securities and Income ETF seller in Q1 2025 was Stonebridge Advisors, an estimated $32.4M sold.
Based on aggregated 13F filings for Q1 2025.