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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
PCIA
326
Prime Capital Investment Advisors
Kansas
$251K
BWP
327
Balboa Wealth Partners
Arizona
$248K
HCM
328
Hudson Capital Management
New Jersey
$248K
WAP
329
Wealthcare Advisory Partners
Pennsylvania
$246K
MWA
330
Merkkuri Wealth Advisors
New York
$246K
OHIS
331
Oak Harvest Investment Services
Texas
$243K
AWAG
332
ARS Wealth Advisors Group
Florida
$235K
DWP
333
Daymark Wealth Partners
Ohio
$230K
PNC Financial Services Group
334
PNC Financial Services Group
Pennsylvania
$227K
MWPCG
335
Measured Wealth Private Client Group
New Hampshire
$227K
CAM
336
Cozad Asset Management
Illinois
$226K
AAMA
337
Advanced Asset Management Advisors
Ohio
$219K
CF
338
Centaurus Financial
California
$216K
CS
339
Capital Square
Tennessee
$216K
NPFS
340
Novak & Powell Financial Services
Florida
$214K
HA
341
HFG Advisors
Ohio
$213K
HA
342
Huntleigh Advisors
Missouri
$210K
DC
343
DeDora Capital
California
$208K
PWM
344
Partners Wealth Management
California
$206K
FFS
345
Founders Financial Securities
Maryland
$204K
BZWA
346
Blue Zone Wealth Advisors
California
$203K
Lido Advisors
347
Lido Advisors
California
$203K
EMAM
348
Encompass More Asset Management
California
$202K
NP
349
Nilsine Partners
Colorado
$201K
DWM
350
Diversify Wealth Management
Utah
$200K