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First Trust Preferred Securities and Income ETF

460 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, 191 increasing their positions, 144 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
460
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
276
Belpointe Asset Management
Nevada
$390K
PEA
277
Park Edge Advisors
Ohio
$388K
SCM
278
Schnieders Capital Management
California
$383K
Envestnet Portfolio Solutions
279
Envestnet Portfolio Solutions
Illinois
$381K
NW
280
NewEdge Wealth
Pennsylvania
$380K
LWL
281
Leo Wealth LLC
Texas
$379K
O3W
282
Omni 360 Wealth
New Jersey
$373K
KFGK
283
Keystone Financial Group (Kentucky)
Kentucky
$372K
FIA
284
Foundations Investment Advisors
Arizona
$368K
QPW
285
Quantum Private Wealth
Florida
$366K
SW
286
SteelPeak Wealth
California
$362K
IA
287
Integrity Alliance
Iowa
$358K
TWM
288
Topsail Wealth Management
North Carolina
$351K
RIA
289
Realta Investment Advisors
Delaware
$348K
CCFM
290
Clear Creek Financial Management
Washington
$346K
SFA
291
Sequoia Financial Advisors
Ohio
$345K
SWP
292
Summit Wealth Partners
Florida
$341K
EGA
293
E&G Advisors
Texas
$340K
AQR Capital Management
294
AQR Capital Management
Connecticut
$340K
PWMAG
295
Pinnacle Wealth Management Advisory Group
New Jersey
$335K
CWM
296
Cornerstone Wealth Management
Missouri
$331K
BWM
297
BAM Wealth Management
Colorado
$324K
BWP
298
Balboa Wealth Partners
Arizona
$322K
GM
299
GeoWealth Management
Illinois
$321K
SRC
300
Shufro Rose & Co
New York
$314K