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First Trust Preferred Securities and Income ETF

456 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 71 funds opening new positions, 191 increasing their positions, 139 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
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
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
301
Realta Investment Advisors
Delaware
$327K
CAMG
302
CWA Asset Management Group
Florida
$324K
SRC
303
Shufro Rose & Co
New York
$322K
BWM
304
BAM Wealth Management
Colorado
$321K
IAG
305
Investmark Advisory Group
Connecticut
$310K
HHCP
306
Hilton Head Capital Partners
South Carolina
$305K
KFAS
307
Keating Financial Advisory Services
Kansas
$304K
SAI
308
Savvy Advisors Inc
New York
$299K
KCFA
309
Key Client Fiduciary Advisors
New Jersey
$297K
QP
310
Quartz Partners
New York
$293K
DE
311
Diversified Enterprises
Delaware
$293K
RWM
312
Ritholtz Wealth Management
New York
$291K
SCA
313
Strathmore Capital Advisors
North Carolina
$286K
BNP Paribas Financial Markets
314
BNP Paribas Financial Markets
France
$285K
RFWA
315
RPg Family Wealth Advisory
Massachusetts
$285K
HA
316
Helium Advisors
Washington
$284K
BW
317
BIP Wealth
Georgia
$283K
KFGK
318
Keystone Financial Group (Kentucky)
Kentucky
$279K
SCI
319
Stableford Capital II
Arizona
$279K
VIM
320
Vista Investment Management
Pennsylvania
$277K
LPAM
321
Lodestar Private Asset Management
California
$276K
IWM
322
Integris Wealth Management
California
$273K
RPG
323
Risk Paradigm Group
Texas
$272K
GSIAS
324
Garden State Investment Advisory Services
New Jersey
$268K
AWA
325
Acorn Wealth Advisors
Michigan
$265K