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First Trust Preferred Securities and Income ETF

465 hedge funds and large institutions have $4.29B invested in First Trust Preferred Securities and Income ETF in 2025 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 192 increasing their positions, 140 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 36

37% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 140

8% more funds holding

Funds holding: 432465 (+33)

1% more capital invested

Capital invested by funds: $4.23B → $4.29B (+$63.3M)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

0.14% less ownership

Funds ownership: 68.06%67.91% (-0.14%)

Holders
465
Holders Change
+33
Holders Change %
+7.64%
% of All Funds
5.66%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
75
Increased
192
Reduced
140
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WWA
276
WCG Wealth Advisors
Nevada
$447K +$448K +24,512 New
PA
277
Pinnacle Associates
New York
$446K +$448K +24,505 New
CFWMA
278
Center for Wealth Management Advisory
Ohio
$435K +$436K +23,852 New
CCG
279
Coastwise Capital Group
California
$431K -$17K -928 -4%
TWM
280
Tortuga Wealth Management
California
$428K +$429K +23,466 New
QCM
281
Quantinno Capital Management
New York
$419K +$137K +7,508 +49%
TPWA
282
TRUE Private Wealth Advisors
Oregon
$404K +$4.96K +271 +1%
QPW
283
Quantum Private Wealth
Florida
$401K -$67K -3,663 -14%
CWP
284
Cyndeo Wealth Partners
Florida
$400K +$402K +21,978 New
SDAM
285
Shulman DeMeo Asset Management
New York
$398K
SWM
286
Spire Wealth Management
Virginia
$395K +$5.43K +297 +1%
PEA
287
Park Edge Advisors
Ohio
$394K +$5.03K +275 +1%
SCM
288
Schnieders Capital Management
California
$393K
SWP
289
Summit Wealth Partners
Florida
$392K -$148K -8,102 -27%
O3W
290
Omni 360 Wealth
New Jersey
$385K +$7.32K +400 +2%
PWM
291
Perigon Wealth Management
California
$382K +$115K +6,263 +43%
CIA
292
Capital Investment Advisors
Georgia
$377K -$6.44K -352 -2%
CPIA
293
Cornell Pochily Investment Advisors
New York
$376K -$139K -7,623 -27%
SFA
294
Sequoia Financial Advisors
Ohio
$368K +$11.5K +628 +3%
TWM
295
Topsail Wealth Management
North Carolina
$368K -$3.02K -165 -0.8%
CF
296
Centaurus Financial
California
$360K +$145K +7,912 +67%
Bank of New York Mellon
297
Bank of New York Mellon
New York
$350K -$10.4K -566 -3%
EGA
298
E&G Advisors
Texas
$349K -$9.51K -520 -3%
GWP
299
Gateway Wealth Partners
Wisconsin
$348K +$9.04K +494 +3%
FIA
300
Foundations Investment Advisors
Arizona
$347K -$4.34K -237 -1%