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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
SIM
351
Seaview Investment Managers
Florida
$199K
PWM
352
Partners Wealth Management
California
$199K
WIA
353
World Investment Advisors
California
$198K
DWM
354
Diversify Wealth Management
Utah
$196K
CF
355
Centaurus Financial
California
$196K
BZWA
356
Blue Zone Wealth Advisors
California
$193K
PI
357
PFG Investments
New York
$190K
DWP
358
Daymark Wealth Partners
Ohio
$189K
MG
359
Mather Group
Illinois
$188K
HA
360
Huntleigh Advisors
Missouri
$188K
SFP
361
Strategic Financial Partners
Oregon
$188K
OL
362
Owen LaRue
Kentucky
$184K
AP
363
Aspect Partners
Virginia
$183K
GVAG
364
Great Valley Advisor Group
Delaware
$183K
EW
365
Evoke Wealth
California
$181K
Lido Advisors
366
Lido Advisors
California
$180K
MWA
367
Meridian Wealth Advisors
Texas
$179K
IAS
368
Insigneo Advisory Services
Florida
$178K
CIBC Private Wealth Group
369
CIBC Private Wealth Group
Georgia
$140K
GM
370
GeoWealth Management
Illinois
$134K
SNB
371
Security National Bank
Nebraska
$133K
ST
372
Smithfield Trust
Pennsylvania
$132K
EWP
373
Elevation Wealth Partners
California
$131K
MFG
374
Mendota Financial Group
Wisconsin
$130K
TLA
375
Tanglewood Legacy Advisors
Texas
$116K