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First Trust Preferred Securities and Income ETF

424 hedge funds and large institutions have $4.2B invested in First Trust Preferred Securities and Income ETF in 2025 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 190 increasing their positions, 136 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
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
AIFAIM
251
American Institute for Advanced Investment Management
Arizona
$492K
WS
252
Wedbush Securities
California
$489K
HWM
253
HB Wealth Management
Georgia
$488K
LI
254
LVZ Inc
Michigan
$473K
HNB
255
Huntington National Bank
Ohio
$471K
MQWP
256
Morey & Quinn Wealth Partners
Nebraska
$469K
QPW
257
Quantum Private Wealth
Florida
$468K
FFG
258
First Financial Group
North Carolina
$463K
VWM
259
Vermillion Wealth Management
Minnesota
$462K
ACA
260
Aptus Capital Advisors
Alabama
$460K
GWANC
261
Guardian Wealth Advisors (North Carolina)
North Carolina
$458K
BHBT
262
Burke & Herbert Bank & Trust
Virginia
$450K
CCG
263
Coastwise Capital Group
California
$448K
FFN
264
Focus Financial Network
Minnesota
$448K
AWA
265
Arkadios Wealth Advisors
Georgia
$444K
TF
266
Tudor Financial
Ohio
$443K
SWM
267
Stockman Wealth Management
Montana
$432K
TPWA
268
TRUE Private Wealth Advisors
Oregon
$399K
SDAM
269
Shulman DeMeo Asset Management
New York
$399K
HH
270
Hilltop Holdings
Texas
$397K
SCM
271
Schnieders Capital Management
California
$394K
PEA
272
Park Edge Advisors
Ohio
$390K
SWM
273
Spire Wealth Management
Virginia
$390K
CIA
274
Capital Investment Advisors
Georgia
$383K
CAMG
275
CWA Asset Management Group
Florida
$383K