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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
Northern Trust
351
Northern Trust
Illinois
$195K
MG
352
Mather Group
Illinois
$193K
SFP
353
Strategic Financial Partners
Oregon
$192K
CW
354
CreativeOne Wealth
Kansas
$192K
OL
355
Owen LaRue
Kentucky
$191K
AP
356
Aspect Partners
Virginia
$188K
HC
357
Headland Capital
South Carolina
$188K
MWA
358
Meridian Wealth Advisors
Texas
$186K
EW
359
Evoke Wealth
California
$186K
IAS
360
Insigneo Advisory Services
Florida
$183K
IAN
361
Integrated Advisors Network
Texas
$182K
SNB
362
Security National Bank
Nebraska
$173K
EWP
363
Elevation Wealth Partners
California
$136K
MFG
364
Mendota Financial Group
Wisconsin
$133K
ST
365
Smithfield Trust
Pennsylvania
$130K
CSC
366
Caldwell Sutter Capital
California
$112K
GWSG
367
GPS Wealth Strategies Group
Colorado
$111K
SS
368
Sunbelt Securities
Texas
$108K
HBW
369
Hazlett, Burt & Watson
West Virginia
$102K
PWAM
370
Private Wealth Asset Management
Iowa
$95.5K
MAS
371
MPWM Advisory Solutions
Georgia
$91.6K
CAL
372
Capital Analysts LLC
Pennsylvania
$91K
TLA
373
Tanglewood Legacy Advisors
Texas
$85.7K
NB
374
NBT Bank
New York
$67.6K
UB
375
UMB Bank
Missouri
$61.9K