First Trust Preferred Securities and Income
FPE • ARCA
First Trust Preferred Securities and Income is an exchange-traded fund on ARCA. As of Q3 2025, 423 institutional investors hold shares in this ETF, with total holdings valued at $4.2B. MORGAN STANLEY is the largest holder with a position valued at $951.0M.
Overview
Overview of institutional ownership in FPE as of Q3 2025
All Institutions
- Institutions
- 423
- Value Held
- $4.2B
- Shares Held
- 230.4M
- Avg Position
- $9.9M
- Median Position
- $765.2K
Hedge Funds
- Hedge Funds
- 6
- Value Held
- $25.7M
- Shares Held
- 1.4M
- Avg Position
- $4.3M
- Median Position
- $651.6K
Biggest Investors
Institutions with the largest positions in FPE as of Q3 2025
| Institution | Position Value |
|---|---|
 MORGAN STANLEY RIA/Wealth | $951.0M 0.06% of portfolio |
R ROYAL BANK OF CANADA Institution | $460.1M 0.08% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $279.2M 0.06% of portfolio |
L LPL Financial LLC Institution | $258.7M 0.08% of portfolio |
 UBS Group AG Institution | $180.6M 0.04% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $162.1M 0.05% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $138.8M 0.01% of portfolio |
 AMERIPRISE FINANCIAL INC Institution | $82.8M 0.02% of portfolio |
 SRS Capital Advisors, Inc. RIA/Wealth | $73.2M 1.06% of portfolio |
 HighTower Advisors, LLC RIA/Wealth | $59.5M 0.07% of portfolio |
Net Capital Flow
Institutional buying and selling activity for FPE in Q3 2025
- Traded
- +$139.1M
- Buyers
- 231
- Sellers
- 175
- Total Bought
- +$311.5M
- Total Sold
- −$172.4M
- Avg Position
- $9.0M
Biggest Buyers
| Institution | Net Bought |
|---|---|
R ROYAL BANK OF CANADA Institution | +$60.1M +3.3M shares |
SRS Capital Advisors, Inc. RIA/Wealth | +$34.3M +1.8M shares |
AMERIPRISE FINANCIAL INC Institution | +$19.0M +1.0M shares |
 INTEGRITY WEALTH ADVISORS, INC. RIA/Wealth | +$17.6M +978.0K shares |
 Cetera Investment Advisers RIA/Wealth | +$15.1M +827.7K shares |
MORGAN STANLEY RIA/Wealth | +$13.1M +718.7K shares |
WELLS FARGO & COMPANY/MN Institution | +$12.0M +660.6K shares |
 BARCLAYS PLC Institution | +$9.4M +517.9K shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | +$8.4M +461.9K shares |
P Price Capital Management, Inc. Hedge Fund•Long/Short | +$7.4M +402.9K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
S State of Tennessee, Treasury Department Institution | −$32.6M −1.8M shares |
J JANE STREET GROUP, LLC Institution | −$25.0M −1.4M shares |
 STONEBRIDGE ADVISORS LLC Long Only Manager | −$16.8M −920.5K shares |
 NFP Retirement, Inc. RIA/Wealth | −$14.0M −786.4K shares |
 Wright Fund Managment, LLC Long Only Manager | −$11.0M −601.6K shares |
 Frisch Financial Group, Inc. RIA/Wealth | −$9.0M −508.0K shares |
 BABSON CAPITAL MANAGEMENT LLC Insurance Manager | −$5.9M −320.8K shares |
UBS Group AG Institution | −$5.7M −311.2K shares |
E Elevation Capital Advisory, LLC RIA/Wealth | −$5.3M −298.7K shares |
 Kestra Advisory Services, LLC RIA/Wealth | −$4.2M −229.9K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited FPE in Q3 2025
- New Positions
- 19
- New Value
- $15.8M
- Exited Positions
- 42
- Exited Value
- $97.2M
New Positions
| Institution | Position Value |
|---|---|
 Uniting Wealth Partners, LLC RIA/Wealth | $5.0M 272.4K shares |
 Mount Yale Investment Advisors, LLC RIA/Wealth | $3.8M 208.8K shares |
$2.3M 124.5K shares | |
T TCG Advisory Services, LLC RIA/Wealth | $1.9M 103.9K shares |
S STEINBERGANNA WEALTH MANAGEMENT RIA/Wealth | $1.3M 70.1K shares |
 AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy | $330.9K 18.1K shares |
 SAX WEALTH ADVISORS, LLC RIA/Wealth | $276.4K 15.2K shares |
 Savvy Advisors, Inc. RIA/Wealth | $252.7K 13.9K shares |
 Encompass More Asset Management RIA/Wealth | $202.1K 11.1K shares |
 Endowment Wealth Management, Inc. RIA/Wealth | $198.7K 10.9K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
S State of Tennessee, Treasury Department Institution | $32.6M 1.8M shares |
J JANE STREET GROUP, LLC Institution | $25.0M 1.4M shares |
NFP Retirement, Inc. RIA/Wealth | $14.0M 786.4K shares |
Frisch Financial Group, Inc. RIA/Wealth | $9.0M 508.0K shares |
E Elevation Capital Advisory, LLC RIA/Wealth | $5.3M 298.7K shares |
 Connecticut Wealth Management, LLC RIA/Wealth | $2.2M 24.0K shares |
P Proficio Capital Partners LLC Family Office | $1.9M 1.9M shares |
 Visionary Wealth Advisors RIA/Wealth | $1.2M 69.3K shares |
P | $1.1M 62.3K shares |
 WOODMONT INVESTMENT COUNSEL LLC RIA/Wealth | $771.3K 43.3K shares |
Options Activity
Institutions with the largest Call and Put options positions in FPE as of Q3 2025
- Call Positions
- 1
- Call Value
- $186.0K
- Put Positions
- 1
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $186.0K 102.0 contracts |
Put Positions
| Institution | Position Value |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | - - contracts |
Most Committed Institutions
Institutions with FPE as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
STONEBRIDGE ADVISORS LLC Long Only Manager | 86.46% $3.1M |
INTEGRITY WEALTH ADVISORS, INC. RIA/Wealth | 13.82% $38.4M |
P Price Capital Management, Inc. Hedge Fund•Long/Short | 8.63% $7.4M |
 Seros Financial, LLC RIA/Wealth | 5.12% $8.4M |
 Kinloch Capital, LLC RIA/Wealth | 4.63% $10.6M |
 Quad-Cities Investment Group, LLC RIA/Wealth | 3.84% $9.0M |
 AFFINITY WEALTH MANAGEMENT RIA/Wealth | 3.84% $26.0M |
 ORBA Wealth Advisors, L.L.C. RIA/Wealth | 3.57% $4.3M |
 PFS Partners, LLC RIA/Wealth | 3.43% $7.2M |
 Traction Financial Partners, LLC RIA/Wealth | 3.21% $5.2M |
Hedge Fund Spotlight
Discover hedge funds investing in FPE
WINEBRENNER CAPITAL MANAGEMENT LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerEarl George Winebrenner
- Portfolio Value
- $137.9M
- Positions
- 133
- Last Reported
- Q3 2025
Sector Allocation
Position in First Trust Preferred Securities and Income
- Market Value
- $760.2K
- Shares Held
- 41.7K
- Portfolio Weight
- 0.55%
- Owned Since
- 2024-Q4
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $6.4M | 4.66% | |
Semiconductors Technology | $6.3M | 4.58% | |
ETF ETF | $5.6M | 4.08% |
