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First Trust Preferred Securities and Income ETF

463 hedge funds and large institutions have $4.19B invested in First Trust Preferred Securities and Income ETF in 2026 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 192 increasing their positions, 146 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 146

20% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 45

0.09% more ownership

Funds ownership: 67.91%68.01% (+0.09%)

0% less funds holding

Funds holding: 465463 (-2)

2% less capital invested

Capital invested by funds: $4.29B → $4.19B (-$96.3M)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
463
Holders Change
-2
Holders Change %
-0.43%
% of All Funds
5.7%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.17%
New
54
Increased
192
Reduced
146
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
301
Balboa Wealth Partners
Arizona
$322K +$94.6K +5,195 +40%
GM
302
GeoWealth Management
Illinois
$321K +$329K +18,089 New
SRC
303
Shufro Rose & Co
New York
$314K
VCM
304
Vines Capital Management
Louisiana
$307K -$20.8K -1,142 -6%
EFG
305
Everest Financial Group
Minnesota
$304K +$311K +17,100 New
IAG
306
Investmark Advisory Group
Connecticut
$303K +$1.26K +69 +0.4%
Thrivent Financial for Lutherans
307
Thrivent Financial for Lutherans
Minnesota
$298K +$306K +16,787 New
HHCP
308
Hilton Head Capital Partners
South Carolina
$296K -$1.04K -57 -0.3%
CPIA
309
Cornell Pochily Investment Advisors
New York
$291K -$77.7K -4,267 -21%
Fisher Asset Management
310
Fisher Asset Management
Washington
$291K +$298K +16,376 New
APWA
311
Atlas Private Wealth Advisors
New Jersey
$290K +$297K +16,317 New
QP
312
Quartz Partners
New York
$286K
HA
313
Helium Advisors
Washington
$286K +$8.9K +489 +3%
DE
314
Diversified Enterprises
Delaware
$285K
SCA
315
Strathmore Capital Advisors
North Carolina
$285K +$819 +45 +0.3%
SAI
316
Savvy Advisors Inc
New York
$284K -$7.63K -419 -3%
PWM
317
Perigon Wealth Management
California
$277K -$98.2K -5,395 -26%
BNP Paribas Financial Markets
318
BNP Paribas Financial Markets
France
$276K -$2.28K -125 -0.8%
BW
319
BIP Wealth
Georgia
$275K
RFWA
320
RPg Family Wealth Advisory
Massachusetts
$275K -$2.66K -146 -0.9%
HAG
321
HighPoint Advisor Group
Illinois
$273K +$237 +13 +0.1%
SCI
322
Stableford Capital II
Arizona
$272K
VIM
323
Vista Investment Management
Pennsylvania
$272K +$1.82K +100 +0.7%
LPAM
324
Lodestar Private Asset Management
California
$270K +$1.31K +72 +0.5%
IWM
325
Integris Wealth Management
California
$266K