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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 %
Bank of New York Mellon
251
Bank of New York Mellon
New York
$459K -$64.3K -3,654 -12%
CCFM
252
Clear Creek Financial Management
Washington
$451K -$16.7K -947 -4%
SWM
253
SeaCrest Wealth Management
New York
$445K -$9.59K -545 -2%
GWANC
254
Guardian Wealth Advisors (North Carolina)
North Carolina
$441K
ACA
255
Aptus Capital Advisors
Alabama
$441K
VWM
256
Vermillion Wealth Management
Minnesota
$439K +$3.62K +206 +0.8%
APW
257
Aurora Private Wealth
New Jersey
$436K -$11.9K -674 -3%
APP
258
Avantax Planning Partners
Iowa
$435K -$332K -18,851 -43%
HNB
259
Huntington National Bank
Ohio
$435K -$544K
FFN
260
Focus Financial Network
Minnesota
$434K
BHBT
261
Burke & Herbert Bank & Trust
Virginia
$434K
AIFAIM
262
American Institute for Advanced Investment Management
Arizona
$432K +$9.68K +550 +2%
SIA
263
Soltis Investment Advisors
Utah
$431K +$110K +6,252 +34%
SWM
264
Stockman Wealth Management
Montana
$426K +$35 +2 +0%
LI
265
LVZ Inc
Michigan
$425K +$11.7K +667 +3%
TF
266
Tudor Financial
Ohio
$423K +$2.18K +124 +0.5%
TLA
267
Tanglewood Legacy Advisors
Texas
$419K
CWM
268
Concentrum Wealth Management
California
$415K -$217K -12,355 -34%
TW
269
TritonPoint Wealth
Maryland
$414K -$8.8K -500 -2%
PTP
270
Platform Technology Partners
New York
$413K
MQWP
271
Morey & Quinn Wealth Partners
Nebraska
$405K +$2.96K +168 +0.7%
O3W
272
Omni 360 Wealth
New Jersey
$399K -$8.71K -495 -2%
SCM
273
Schnieders Capital Management
California
$397K
National Bank of Canada
274
National Bank of Canada
Quebec, Canada
$391K +$318K +18,061 +431%
TT
275
TI-Trust
Illinois
$389K +$28.7K +1,630 +8%