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First Trust Preferred Securities and Income ETF

437 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, 149 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: 436437 (+1)

21% less funds holding in top 10

Funds holding in top 10: 1915 (-4)

100% less call options, than puts

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

Holders
437
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
Puts
$192K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
351
Partners Wealth Management
California
$199K
WIA
352
World Investment Advisors
California
$198K
DWM
353
Diversify Wealth Management
Utah
$196K
CF
354
Centaurus Financial
California
$196K
BZWA
355
Blue Zone Wealth Advisors
California
$193K
PI
356
PFG Investments
New York
$190K
DWP
357
Daymark Wealth Partners
Ohio
$189K
MG
358
Mather Group
Illinois
$188K
HA
359
Huntleigh Advisors
Missouri
$188K
SFP
360
Strategic Financial Partners
Oregon
$188K
OL
361
Owen LaRue
Kentucky
$184K
AP
362
Aspect Partners
Virginia
$183K
GVAG
363
Great Valley Advisor Group
Delaware
$183K
EW
364
Evoke Wealth
California
$181K
Lido Advisors
365
Lido Advisors
California
$180K
MWA
366
Meridian Wealth Advisors
Texas
$179K
IAS
367
Insigneo Advisory Services
Florida
$178K
CIBC Private Wealth Group
368
CIBC Private Wealth Group
Georgia
$140K
GM
369
GeoWealth Management
Illinois
$134K
SNB
370
Security National Bank
Nebraska
$133K
ST
371
Smithfield Trust
Pennsylvania
$132K
EWP
372
Elevation Wealth Partners
California
$131K
MFG
373
Mendota Financial Group
Wisconsin
$130K
TLA
374
Tanglewood Legacy Advisors
Texas
$116K
TSMHT
375
Thurston Springer Miller Herd & Titak
Indiana
$110K