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First Trust Preferred Securities and Income ETF

428 hedge funds and large institutions have $4.22B invested in First Trust Preferred Securities and Income ETF in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 192 increasing their positions, 138 reducing their positions, and 41 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:

10% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 41

3% less funds holding

Funds holding: 441428 (-13)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

Holders
428
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
FFP
226
Freedom Financial Partners
Minnesota
$697K
LFAS
227
Level Four Advisory Services
Texas
$695K
BIG
228
Brookwood Investment Group
Arizona
$686K
CFD
229
Creative Financial Designs
Indiana
$682K
MA
230
Mutual Advisors
Nebraska
$678K
OIM
231
Oder Investment Management
California
$675K
BAM
232
Belpointe Asset Management
Nevada
$670K
SIA
233
Soltis Investment Advisors
Utah
$654K
CFG
234
Cooper Financial Group
California
$652K
Carson Wealth (CWM LLC)
235
Carson Wealth (CWM LLC)
Nebraska
$628K
MPCG
236
Matrix Private Capital Group
New York
$622K
CP
237
Creekside Partners
California
$619K
CWM
238
Cornerstone Wealth Management
Missouri
$614K
TWM
239
TCFG Wealth Management
California
$611K
TT
240
TI-Trust
Illinois
$601K
OFG
241
Opulen Financial Group
Virginia
$600K
CSP
242
Cary Street Partners
Virginia
$593K
1IA
243
1834 Investment Advisors
Wisconsin
$587K
CFB
244
Cullen/Frost Bankers
Texas
$576K
PFS
245
Prospect Financial Services
New York
$548K
Citadel Advisors
246
Citadel Advisors
Florida
$543K
SWP
247
Summit Wealth Partners
Florida
$540K
AFP
248
Ausdal Financial Partners
Iowa
$522K
NW
249
NewEdge Wealth
Pennsylvania
$519K
PWP
250
Principle Wealth Partners
Connecticut
$518K