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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
HCM
326
Hudson Capital Management
New Jersey
$248K
WAP
327
Wealthcare Advisory Partners
Pennsylvania
$246K
MWA
328
Merkkuri Wealth Advisors
New York
$246K
OHIS
329
Oak Harvest Investment Services
Texas
$243K
AWAG
330
ARS Wealth Advisors Group
Florida
$235K
DWP
331
Daymark Wealth Partners
Ohio
$230K
PNC Financial Services Group
332
PNC Financial Services Group
Pennsylvania
$227K
MWPCG
333
Measured Wealth Private Client Group
New Hampshire
$227K
CAM
334
Cozad Asset Management
Illinois
$226K
AAMA
335
Advanced Asset Management Advisors
Ohio
$219K
CF
336
Centaurus Financial
California
$216K
CS
337
Capital Square
Tennessee
$216K
NPFS
338
Novak & Powell Financial Services
Florida
$214K
HA
339
HFG Advisors
Ohio
$213K
HA
340
Huntleigh Advisors
Missouri
$210K
DC
341
DeDora Capital
California
$208K
PWM
342
Partners Wealth Management
California
$206K
FFS
343
Founders Financial Securities
Maryland
$204K
BZWA
344
Blue Zone Wealth Advisors
California
$203K
Lido Advisors
345
Lido Advisors
California
$203K
EMAM
346
Encompass More Asset Management
California
$202K
NP
347
Nilsine Partners
Colorado
$201K
DWM
348
Diversify Wealth Management
Utah
$200K
EWM
349
Endowment Wealth Management
Wisconsin
$199K
SIM
350
Seaview Investment Managers
Florida
$198K