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First Trust Preferred Securities and Income ETF

463 hedge funds and large institutions have $4.19B invested in First Trust Preferred Securities and Income ETF in 2026 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 192 increasing their positions, 146 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 146

20% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 45

0.09% more ownership

Funds ownership: 67.91%68.01% (+0.09%)

0% less funds holding

Funds holding: 465463 (-2)

2% less capital invested

Capital invested by funds: $4.29B → $4.19B (-$96.3M)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
463
Holders Change
-2
Holders Change %
-0.43%
% of All Funds
5.7%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.17%
New
54
Increased
192
Reduced
146
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIFAIM
251
American Institute for Advanced Investment Management
Arizona
$503K +$25K +1,375 +5%
PWS
252
Pursuit Wealth Strategies
North Carolina
$497K +$5.86K +322 +1%
WIA
253
World Investment Advisors
California
$497K -$16.3K -894 -3%
PWS
254
Proactive Wealth Strategies
Georgia
$492K +$245K +13,434 +94%
MF
255
Manchester Financial
California
$490K
SDAM
256
Shulman DeMeo Asset Management
New York
$484K +$99.1K +5,442 +25%
HNB
257
Huntington National Bank
Ohio
$474K
TF
258
Tudor Financial
Ohio
$469K +$13.2K +724 +3%
CAMG
259
CWA Asset Management Group
Florida
$469K +$157K +8,616 +48%
APW
260
Aurora Private Wealth
New Jersey
$457K -$241K -13,260 -35%
VWM
261
Vermillion Wealth Management
Minnesota
$444K -$13.3K -732 -3%
CFG
262
Cooper Financial Group
California
$439K -$209K -11,472 -32%
QWM
263
QP Wealth Management
New Jersey
$439K -$40.9K -2,248 -8%
RSWM
264
Robertson Stephens Wealth Management
California
$436K -$557K -30,602 -55%
MQWP
265
Morey & Quinn Wealth Partners
Nebraska
$436K -$5.41K -297 -1%
PA
266
Pinnacle Associates
New York
$435K
PFS
267
Prospect Financial Services
New York
$431K -$47.6K -2,614 -10%
SWM
268
Spire Wealth Management
Virginia
$431K +$47.7K +2,618 +12%
IG
269
IFS Group
Pennsylvania
$427K +$438K +24,036 New
CCG
270
Coastwise Capital Group
California
$421K +$710 +39 +0.2%
CF
271
Centaurus Financial
California
$416K +$67.5K +3,709 +19%
CWP
272
Cyndeo Wealth Partners
Florida
$414K +$24.3K +1,333 +6%
WWA
273
WCG Wealth Advisors
Nevada
$409K -$26.9K -1,476 -6%
QCM
274
Quantinno Capital Management
New York
$408K
FFG
275
First Financial Group
North Carolina
$399K -$49.2K -2,700 -11%