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First Trust Preferred Securities and Income ETF

426 hedge funds and large institutions have $4.21B invested in First Trust Preferred Securities and Income ETF in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 191 increasing their positions, 137 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

3% less funds holding

Funds holding: 440426 (-14)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

12% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 42

Holders
426
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$186K
Puts
$14K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BIG
226
Brookwood Investment Group
Arizona
$686K
CFD
227
Creative Financial Designs
Indiana
$682K
MA
228
Mutual Advisors
Nebraska
$678K
OIM
229
Oder Investment Management
California
$675K
BAM
230
Belpointe Asset Management
Nevada
$670K
SIA
231
Soltis Investment Advisors
Utah
$654K
CFG
232
Cooper Financial Group
California
$652K
Carson Wealth (CWM LLC)
233
Carson Wealth (CWM LLC)
Nebraska
$628K
MPCG
234
Matrix Private Capital Group
New York
$622K
CP
235
Creekside Partners
California
$619K
CWM
236
Cornerstone Wealth Management
Missouri
$614K
TWM
237
TCFG Wealth Management
California
$611K
TT
238
TI-Trust
Illinois
$601K
OFG
239
Opulen Financial Group
Virginia
$600K
CSP
240
Cary Street Partners
Virginia
$593K
1IA
241
1834 Investment Advisors
Wisconsin
$587K
CFB
242
Cullen/Frost Bankers
Texas
$576K
PFS
243
Prospect Financial Services
New York
$548K
Citadel Advisors
244
Citadel Advisors
Florida
$543K
SWP
245
Summit Wealth Partners
Florida
$540K
AFP
246
Ausdal Financial Partners
Iowa
$522K
NW
247
NewEdge Wealth
Pennsylvania
$519K
PWP
248
Principle Wealth Partners
Connecticut
$518K
CPIA
249
Cornell Pochily Investment Advisors
New York
$516K
CCG
250
Cypress Capital Group
Florida
$505K