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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
QP
301
Quartz Partners
New York
$305K
PWS
302
Proactive Wealth Strategies
Georgia
$295K
CCFM
303
Clear Creek Financial Management
Washington
$294K
TCA
304
Transcend Capital Advisors
New Jersey
$289K
BNP Paribas Financial Markets
305
BNP Paribas Financial Markets
France
$286K
QCM
306
Quantinno Capital Management
New York
$282K
IA
307
Integrity Alliance
Iowa
$282K
SCI
308
Stableford Capital II
Arizona
$279K
VIM
309
Vista Investment Management
Pennsylvania
$279K
SWA
310
Sax Wealth Advisors
New Jersey
$276K
HA
311
Helium Advisors
Washington
$275K
IWM
312
Integris Wealth Management
California
$274K
LPAM
313
Lodestar Private Asset Management
California
$273K
PWM
314
Perigon Wealth Management
California
$269K
CIG
315
Cascade Investment Group
Colorado
$268K
GSIAS
316
Garden State Investment Advisory Services
New Jersey
$268K
KCFA
317
Key Client Fiduciary Advisors
New Jersey
$268K
SVWAG
318
Sound View Wealth Advisors Group
Georgia
$266K
AWA
319
Acorn Wealth Advisors
Michigan
$265K
MSCM
320
McElhenny Sheffield Capital Management
Texas
$262K
CAM
321
Cresset Asset Management
Illinois
$259K
AssetMark Inc
322
AssetMark Inc
California
$257K
WT
323
Whittier Trust
California
$254K
WC
324
Waterloo Capital
Texas
$254K
SAI
325
Savvy Advisors Inc
New York
$253K