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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
MF
251
Manchester Financial
California
$503K
CAC
252
Certified Advisory Corp
Florida
$498K
AIFAIM
253
American Institute for Advanced Investment Management
Arizona
$492K
WS
254
Wedbush Securities
California
$489K
HWM
255
HB Wealth Management
Georgia
$488K
LI
256
LVZ Inc
Michigan
$473K
HNB
257
Huntington National Bank
Ohio
$471K
MQWP
258
Morey & Quinn Wealth Partners
Nebraska
$469K
QPW
259
Quantum Private Wealth
Florida
$468K
FFG
260
First Financial Group
North Carolina
$463K
VWM
261
Vermillion Wealth Management
Minnesota
$462K
ACA
262
Aptus Capital Advisors
Alabama
$460K
GWANC
263
Guardian Wealth Advisors (North Carolina)
North Carolina
$458K
BHBT
264
Burke & Herbert Bank & Trust
Virginia
$450K
CCG
265
Coastwise Capital Group
California
$448K
FFN
266
Focus Financial Network
Minnesota
$448K
AWA
267
Arkadios Wealth Advisors
Georgia
$444K
TF
268
Tudor Financial
Ohio
$443K
SWM
269
Stockman Wealth Management
Montana
$432K
TPWA
270
TRUE Private Wealth Advisors
Oregon
$399K
SDAM
271
Shulman DeMeo Asset Management
New York
$399K
HH
272
Hilltop Holdings
Texas
$397K
SCM
273
Schnieders Capital Management
California
$394K
PEA
274
Park Edge Advisors
Ohio
$390K
SWM
275
Spire Wealth Management
Virginia
$390K