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First Trust Preferred Securities and Income ETF

456 hedge funds and large institutions have $4.29B invested in First Trust Preferred Securities and Income ETF in 2025 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 191 increasing their positions, 139 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
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
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWGC
351
Summit Wealth Group (Colorado)
Colorado
$220K
SVWAG
352
Sound View Wealth Advisors Group
Georgia
$219K
AAMA
353
Advanced Asset Management Advisors
Ohio
$219K
HA
354
Huntleigh Advisors
Missouri
$217K
CS
355
Capital Square
Tennessee
$215K
CAM
356
Cresset Asset Management
Illinois
$215K
SFP
357
Strategic Financial Partners
Oregon
$213K
HA
358
HFG Advisors
Ohio
$213K
PWM
359
Partners Wealth Management
California
$206K
WAP
360
Wealthcare Advisory Partners
Pennsylvania
$206K
NPFS
361
Novak & Powell Financial Services
Florida
$206K
BZWA
362
Blue Zone Wealth Advisors
California
$204K
EWM
363
Endowment Wealth Management
Wisconsin
$203K
Lido Advisors
364
Lido Advisors
California
$203K
OHIS
365
Oak Harvest Investment Services
Texas
$202K
CFP
366
Cascade Financial Partners
California
$202K
DF
367
Dunhill Financial
United Kingdom
$201K
NP
368
Nilsine Partners
Colorado
$201K
AF
369
ASL Financial
California
$200K
XT
370
XTX Topco
Cayman Islands
$198K
EMAM
371
Encompass More Asset Management
California
$196K
DC
372
DeDora Capital
California
$193K
OL
373
Owen LaRue
Kentucky
$193K
MG
374
Mather Group
Illinois
$193K
CCG
375
Cypress Capital Group
Florida
$192K