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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
PWMAG
301
Pinnacle Wealth Management Advisory Group
New Jersey
$344K +$345K +18,855 New
MTC
302
Matrix Trust Company
Colorado
$341K -$1.19M -65,309 -78%
CWM
303
Cornerstone Wealth Management
Missouri
$339K -$276K -15,073 -45%
VCM
304
Vines Capital Management
Louisiana
$336K +$337K +18,434 New
AQR Capital Management
305
AQR Capital Management
Connecticut
$331K
RIA
306
Realta Investment Advisors
Delaware
$327K +$328K +17,937 New
CAMG
307
CWA Asset Management Group
Florida
$324K -$58.8K -3,213 -15%
SRC
308
Shufro Rose & Co
New York
$322K -$9.15K -500 -3%
BWM
309
BAM Wealth Management
Colorado
$321K +$322K +17,616 New
IAG
310
Investmark Advisory Group
Connecticut
$310K +$1.43K +78 +0.5%
HHCP
311
Hilton Head Capital Partners
South Carolina
$305K +$306K +16,750 New
KFAS
312
Keating Financial Advisory Services
Kansas
$304K +$305K +16,678 New
SAI
313
Savvy Advisors Inc
New York
$299K +$47.2K +2,581 +19%
KCFA
314
Key Client Fiduciary Advisors
New Jersey
$297K +$29.5K +1,610 +11%
QP
315
Quartz Partners
New York
$293K -$11.9K -648 -4%
DE
316
Diversified Enterprises
Delaware
$293K -$14.2K -776 -5%
RWM
317
Ritholtz Wealth Management
New York
$291K +$292K +15,975 New
SCA
318
Strathmore Capital Advisors
North Carolina
$286K -$31.7K -1,735 -10%
BNP Paribas Financial Markets
319
BNP Paribas Financial Markets
France
$285K -$915 -50 -0.3%
RFWA
320
RPg Family Wealth Advisory
Massachusetts
$285K -$28.1K -1,538 -9%
HA
321
Helium Advisors
Washington
$284K +$9.91K +542 +4%
BW
322
BIP Wealth
Georgia
$283K +$284K +15,506 New
HAG
323
HighPoint Advisor Group
Illinois
$280K +$281K +15,378 New
KFGK
324
Keystone Financial Group (Kentucky)
Kentucky
$279K +$280K +15,312 New
SCI
325
Stableford Capital II
Arizona
$279K