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First Trust Preferred Securities and Income ETF

465 hedge funds and large institutions have $4.29B invested in First Trust Preferred Securities and Income ETF in 2025 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 192 increasing their positions, 140 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 36

37% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 140

8% more funds holding

Funds holding: 432465 (+33)

1% more capital invested

Capital invested by funds: $4.23B → $4.29B (+$63.3M)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

0.14% less ownership

Funds ownership: 68.06%67.91% (-0.14%)

Holders
465
Holders Change
+33
Holders Change %
+7.64%
% of All Funds
5.66%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
75
Increased
192
Reduced
140
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FPWM
226
FSB Premier Wealth Management
Iowa
$725K -$43.2K -2,360 -6%
BAWC
227
Boyce & Associates Wealth Consulting
Texas
$722K +$4.98K +272 +0.7%
CP
228
Creekside Partners
California
$720K +$102K +5,570 +16%
AO
229
Advisor OS
Illinois
$716K -$302K -16,500 -30%
MA
230
MJP Associates
Connecticut
$716K -$283K -15,492 -28%
OIM
231
Oder Investment Management
California
$716K +$41.8K +2,284 +6%
TSS
232
Two Sigma Securities
New York
$715K +$718K +39,232 New
FFP
233
Freedom Financial Partners
Minnesota
$715K +$18.1K +989 +3%
BFG
234
Berger Financial Group
Minnesota
$714K -$27.8K -1,517 -4%
APW
235
Aurora Private Wealth
New Jersey
$699K +$701K +38,335 New
MFG
236
Merit Financial Group
Georgia
$690K +$693K +37,891 New
BA
237
Ballew Advisors
Mississippi
$687K -$41.2K -2,250 -6%
CFD
238
Creative Financial Designs
Indiana
$679K -$2.45K -134 -0.4%
BAM
239
Belpointe Asset Management
Nevada
$675K +$6.29K +344 +0.9%
BIG
240
Brookwood Investment Group
Arizona
$674K -$11.2K -613 -2%
NWM
241
Northwest Wealth Management
Iowa
$669K -$119K -6,521 -15%
IP
242
Indivisible Partners
Florida
$663K +$666K +36,414 New
CFG
243
Cooper Financial Group
California
$660K +$9.13K +499 +1%
MA
244
Mutual Advisors
Nebraska
$646K -$25.4K -1,386 -4%
WS
245
Wedbush Securities
California
$641K +$153K +8,382 +31%
BRWA
246
B. Riley Wealth Advisors
Florida
$640K -$95.9K -5,245 -13%
SIA
247
Soltis Investment Advisors
Utah
$638K -$15.6K -854 -2%
TT
248
TI-Trust
Illinois
$634K +$33.4K +1,827 +6%
MPCG
249
Matrix Private Capital Group
New York
$621K
OFG
250
Opulen Financial Group
Virginia
$609K +$9.44K +516 +2%