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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
EWM
351
Endowment Wealth Management
Wisconsin
$199K
SIM
352
Seaview Investment Managers
Florida
$198K
Northern Trust
353
Northern Trust
Illinois
$195K
MG
354
Mather Group
Illinois
$193K
SFP
355
Strategic Financial Partners
Oregon
$192K
CW
356
CreativeOne Wealth
Kansas
$192K
OL
357
Owen LaRue
Kentucky
$191K
AP
358
Aspect Partners
Virginia
$188K
HC
359
Headland Capital
South Carolina
$188K
MWA
360
Meridian Wealth Advisors
Texas
$186K
EW
361
Evoke Wealth
California
$186K
IAS
362
Insigneo Advisory Services
Florida
$183K
IAN
363
Integrated Advisors Network
Texas
$182K
SNB
364
Security National Bank
Nebraska
$173K
EWP
365
Elevation Wealth Partners
California
$136K
MFG
366
Mendota Financial Group
Wisconsin
$133K
ST
367
Smithfield Trust
Pennsylvania
$130K
CSC
368
Caldwell Sutter Capital
California
$112K
GWSG
369
GPS Wealth Strategies Group
Colorado
$111K
SS
370
Sunbelt Securities
Texas
$108K
HBW
371
Hazlett, Burt & Watson
West Virginia
$102K
PWAM
372
Private Wealth Asset Management
Iowa
$95.5K
MAS
373
MPWM Advisory Solutions
Georgia
$91.6K
CAL
374
Capital Analysts LLC
Pennsylvania
$91K
TLA
375
Tanglewood Legacy Advisors
Texas
$85.7K