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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
CPIA
251
Cornell Pochily Investment Advisors
New York
$516K
CCG
252
Cypress Capital Group
Florida
$505K
MF
253
Manchester Financial
California
$503K
CAC
254
Certified Advisory Corp
Florida
$498K
AIFAIM
255
American Institute for Advanced Investment Management
Arizona
$492K
WS
256
Wedbush Securities
California
$489K
HWM
257
HB Wealth Management
Georgia
$488K
LI
258
LVZ Inc
Michigan
$473K
HNB
259
Huntington National Bank
Ohio
$471K
MQWP
260
Morey & Quinn Wealth Partners
Nebraska
$469K
QPW
261
Quantum Private Wealth
Florida
$468K
FFG
262
First Financial Group
North Carolina
$463K
VWM
263
Vermillion Wealth Management
Minnesota
$462K
ACA
264
Aptus Capital Advisors
Alabama
$460K
GWANC
265
Guardian Wealth Advisors (North Carolina)
North Carolina
$458K
BHBT
266
Burke & Herbert Bank & Trust
Virginia
$450K
CCG
267
Coastwise Capital Group
California
$448K
FFN
268
Focus Financial Network
Minnesota
$448K
AWA
269
Arkadios Wealth Advisors
Georgia
$444K
TF
270
Tudor Financial
Ohio
$443K
SWM
271
Stockman Wealth Management
Montana
$432K
TPWA
272
TRUE Private Wealth Advisors
Oregon
$399K
SDAM
273
Shulman DeMeo Asset Management
New York
$399K
HH
274
Hilltop Holdings
Texas
$397K
SCM
275
Schnieders Capital Management
California
$394K