FPE icon

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 %
Morgan Stanley
1
Morgan Stanley
New York
$915M -$15.4M -866,896 -2%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$390M +$82.6M +4,638,861 +27%
Wells Fargo
3
Wells Fargo
California
$261M -$6.66M -373,901 -2%
LPL Financial
4
LPL Financial
California
$247M -$9.15M -514,082 -4%
UBS Group
5
UBS Group
Switzerland
$182M +$4.97M +279,475 +3%
Raymond James Financial
6
Raymond James Financial
Florida
$156M -$2.47M -138,662 -2%
Bank of America
7
Bank of America
North Carolina
$129M +$1.48M +83,365 +1%
Ameriprise
8
Ameriprise
Minnesota
$62.3M +$624K +35,076 +1%
HighTower Advisors
9
HighTower Advisors
Illinois
$51.5M +$3.19M +179,099 +7%
KAS
10
Kestra Advisory Services
Texas
$43.9M -$1.74M -97,969 -4%
PNC
11
Park National Corp
Ohio
$38.9M -$6.17M -346,629 -14%
Stifel Financial
12
Stifel Financial
Missouri
$38.8M +$1.15M +64,742 +3%
AA
13
Advisory Alpha
Michigan
$37.2M +$1.64M +91,884 +5%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$36.6M -$305K -17,111 -0.8%
Osaic Holdings
15
Osaic Holdings
Arizona
$36.3M -$4.36M -246,055 -11%
AAP
16
Arax Advisory Partners
Colorado
$35.7M +$1.44M +80,737 +4%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$35.3M +$535K +30,041 +2%
State of Tennessee, Department of Treasury
18
State of Tennessee, Department of Treasury
Tennessee
$32.6M +$12M +672,400 +58%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$30.8M +$174K +9,799 +0.6%
MFG
20
Magnus Financial Group
New York
$30.1M +$2.93M +164,887 +11%
MCM
21
MAI Capital Management
Ohio
$29.3M +$1.05M +58,842 +4%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$27.7M +$2.1M +117,999 +8%
PFS
23
Prospera Financial Services
Texas
$27.3M -$5.65M -317,362 -17%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$26.6M +$544K +30,548 +2%
AWM
25
Affinity Wealth Management
Delaware
$25.2M -$26.2K -1,471 -0.1%
1
2 3 4 5