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First Trust Preferred Securities and Income ETF

426 hedge funds and large institutions have $4.21B invested in First Trust Preferred Securities and Income ETF in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 191 increasing their positions, 137 reducing their positions, and 42 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:

3% less funds holding

Funds holding: 440426 (-14)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

12% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 42

Holders
426
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
CCFM
301
Clear Creek Financial Management
Washington
$294K
TCA
302
Transcend Capital Advisors
New Jersey
$289K
BNP Paribas Financial Markets
303
BNP Paribas Financial Markets
France
$286K
QCM
304
Quantinno Capital Management
New York
$282K
IA
305
Integrity Alliance
Iowa
$282K
SCI
306
Stableford Capital II
Arizona
$279K
VIM
307
Vista Investment Management
Pennsylvania
$279K
SWA
308
Sax Wealth Advisors
New Jersey
$276K
HA
309
Helium Advisors
Washington
$275K
IWM
310
Integris Wealth Management
California
$274K
LPAM
311
Lodestar Private Asset Management
California
$273K
PWM
312
Perigon Wealth Management
California
$269K
CIG
313
Cascade Investment Group
Colorado
$268K
GSIAS
314
Garden State Investment Advisory Services
New Jersey
$268K
KCFA
315
Key Client Fiduciary Advisors
New Jersey
$268K
SVWAG
316
Sound View Wealth Advisors Group
Georgia
$266K
AWA
317
Acorn Wealth Advisors
Michigan
$265K
MSCM
318
McElhenny Sheffield Capital Management
Texas
$262K
CAM
319
Cresset Asset Management
Illinois
$259K
AssetMark Inc
320
AssetMark Inc
California
$257K
WT
321
Whittier Trust
California
$254K
WC
322
Waterloo Capital
Texas
$254K
SAI
323
Savvy Advisors Inc
New York
$253K
PCIA
324
Prime Capital Investment Advisors
Kansas
$251K
BWP
325
Balboa Wealth Partners
Arizona
$248K