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First Trust Preferred Securities and Income ETF
FPE

Overview Fund Activity

436 hedge funds and large institutions have $3.82B invested in First Trust Preferred Securities and Income ETF in 2025 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 198 increasing their positions, 132 reducing their positions, and 39 closing their positions.

Holders
436
Holders Change
-4
Holders Change %
-0.91%
% of All Funds
5.92%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
43
Increased
198
Reduced
132
Closed
39
Calls
–
Puts
$55K
Net Calls
-$55K
Net Calls Change
-$55K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$920M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$25.3M
3
AA
3
Advisory Alpha
Michigan
$35.2M
4
LPL Financial
4
LPL Financial
California
$253M
5
Wells Fargo
5
Wells Fargo
California
$264M

Top Sellers

1
SA
1
Stonebridge Advisors
Connecticut
$8.12M
2
IAA
2
Independent Advisor Alliance
North Carolina
$0
3
EIA
3
Eldridge Investment Advisors
New Hampshire
$0
4
OPAM
4
Ocean Park Asset Management
California
$17.8M
5
PAG
5
Private Advisor Group
New Jersey
$7.17M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$920M 52,289,033 +1,655,282 +3%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$304M 17,296,239 +495,358 +3%
Wells Fargo
3
Wells Fargo
California
$264M 15,019,148 +1,274,327 +9%
LPL Financial
4
LPL Financial
California
$253M 14,362,757 +1,334,701 +10%
UBS Group
5
UBS Group
Switzerland
$175M 9,934,995 +409,121 +4%
Raymond James Financial
6
Raymond James Financial
Florida
$156M 8,879,611 +312,207 +4%
Bank of America
7
Bank of America
North Carolina
$126M 7,143,179 +49,955 +0.7%
Ameriprise
8
Ameriprise
Minnesota
$60.9M 3,464,598 +1,016,528 +42%
HighTower Advisors
9
HighTower Advisors
Illinois
$47.8M 2,716,884 -188,326 -6%
KAS
10
Kestra Advisory Services
Texas
$45.1M 2,566,326 +89,663 +4%
PNC
11
Park National Corp
Ohio
$44.5M 2,529,670 -183,904 -7%
Osaic Holdings
12
Osaic Holdings
Arizona
$40.4M 2,295,805 +390,229 +20%
Stifel Financial
13
Stifel Financial
Missouri
$37.2M 2,114,124 +27,793 +1%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$36.5M 2,075,332 -76,920 -4%
AA
15
Advisory Alpha
Michigan
$35.2M 2,000,185 +1,342,527 +204%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$34.4M 1,955,541 +123,384 +7%
AAP
17
Arax Advisory Partners
Colorado
$33.9M 1,926,036 -2,558 -0.1%
PFS
18
Prospera Financial Services
Texas
$32.6M 1,853,388 +12,181 +0.7%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$30.3M 1,721,404 +71,734 +4%
MCM
20
MAI Capital Management
Ohio
$27.9M 1,585,683 +49,271 +3%
MFG
21
Magnus Financial Group
New York
$26.8M 1,525,910 +43,656 +3%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$25.7M 1,462,209 +13,850 +1%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$25.3M 1,438,480 +1,438,480 New
AWM
24
Affinity Wealth Management
Delaware
$24.9M 1,414,853 +39,647 +3%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$24.3M 1,382,097 -247,103 -15%
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