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First Trust Preferred Securities and Income ETF

440 hedge funds and large institutions have $3.99B invested in First Trust Preferred Securities and Income ETF in 2025 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 176 increasing their positions, 150 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

0% more funds holding

Funds holding: 438440 (+2)

20% less funds holding in top 10

Funds holding in top 10: 2016 (-4)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $192K

Holders
440
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$192K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWAG
326
ARS Wealth Advisors Group
Florida
$244K
AP
327
Appleton Partners
Massachusetts
$242K
PNC Financial Services Group
328
PNC Financial Services Group
Pennsylvania
$241K
WAP
329
Wealthcare Advisory Partners
Pennsylvania
$240K
OHIS
330
Oak Harvest Investment Services
Texas
$237K
MWA
331
Merkkuri Wealth Advisors
New York
$237K
TL
332
Tradewinds LLC
North Carolina
$237K
TA
333
TFG Advisers
Michigan
$236K
EA
334
Everpar Advisors
Oklahoma
$233K
FHC
335
First Heartland Consultants
Missouri
$233K
KCFA
336
Key Client Fiduciary Advisors
New Jersey
$229K
DC
337
DeDora Capital
California
$227K
AssetMark Inc
338
AssetMark Inc
California
$223K
KFGK
339
Keystone Financial Group (Kentucky)
Kentucky
$215K
AAMA
340
Advanced Asset Management Advisors
Ohio
$214K
NP
341
Nilsine Partners
Colorado
$213K
BWP
342
Balboa Wealth Partners
Arizona
$213K
CS
343
Capital Square
Tennessee
$211K
SFC
344
Strategic Financial Concepts
Texas
$211K
CAM
345
Cozad Asset Management
Illinois
$210K
NPFS
346
Novak & Powell Financial Services
Florida
$209K
HA
347
HFG Advisors
Ohio
$208K
MWPCG
348
Measured Wealth Private Client Group
New Hampshire
$206K
GFA
349
Gallagher Fiduciary Advisors
Illinois
$205K
IA
350
Integrity Alliance
Iowa
$201K