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First Trust Preferred Securities and Income ETF

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.

New
Increased
Maintained
Reduced
Closed
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
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
226
Cornerstone Wealth Management
Missouri
$652K +$27.5K +1,564 +4%
FPWM
227
FSB Premier Wealth Management
Iowa
$651K +$338K +19,197 +108%
CCG
228
Cypress Capital Group
Florida
$650K +$218K +12,375 +50%
FFP
229
Freedom Financial Partners
Minnesota
$642K +$4.2K +239 +0.7%
MA
230
Mutual Advisors
Nebraska
$639K -$17.5K -1,006 -3%
OIM
231
Oder Investment Management
California
$625K -$4.56K -259 -0.7%
CWM
232
Congress Wealth Management
Massachusetts
$624K +$624K +35,285 New
SWP
233
Summit Wealth Partners
Florida
$611K -$465K -26,424 -43%
TWM
234
TCFG Wealth Management
California
$586K +$46.3K +2,633 +9%
SAM
235
Secure Asset Management
Michigan
$577K +$86.2K +4,902 +18%
CSP
236
Cary Street Partners
Virginia
$572K
OFG
237
Opulen Financial Group
Virginia
$572K -$9.94K -565 -2%
1IA
238
1834 Investment Advisors
Wisconsin
$566K -$24.3K -1,383 -4%
CCG
239
Coastwise Capital Group
California
$561K +$4.5K +256 +0.8%
WS
240
Wedbush Securities
California
$536K +$5.55K +315 +1%
BAWC
241
Boyce & Associates Wealth Consulting
Texas
$514K +$65.7K +3,737 +15%
CAP
242
Columbia Advisory Partners
Washington
$512K +$164K +9,312 +47%
CIG
243
Cascade Investment Group
Colorado
$506K -$28.1K -1,600 -5%
BA
244
Ballew Advisors
Mississippi
$502K +$42.5K +2,500 +9%
NW
245
NewEdge Wealth
Pennsylvania
$498K -$257K -14,622 -34%
FFG
246
First Financial Group
North Carolina
$489K -$4.4K -250 -0.9%
GLA
247
Good Life Advisors
Pennsylvania
$489K -$1.43K -81 -0.3%
MWM
248
MGB Wealth Management
Texas
$475K
HWM
249
HB Wealth Management
Georgia
$472K +$2.06K +117 +0.4%
CP
250
Creekside Partners
California
$472K +$5.19K +295 +1%