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First Trust Preferred Securities and Income ETF

465 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 75 funds opening new positions, 192 increasing their positions, 140 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 36

37% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 140

8% more funds holding

Funds holding: 432465 (+33)

1% more capital invested

Capital invested by funds: $4.23B → $4.29B (+$63.3M)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

0.14% less ownership

Funds ownership: 68.06%67.91% (-0.14%)

Holders
465
Holders Change
+33
Holders Change %
+7.64%
% of All Funds
5.66%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
75
Increased
192
Reduced
140
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
351
Aspen Wealth Strategies
Colorado
$230K -$141K -7,699 -38%
DWP
352
Daymark Wealth Partners
Ohio
$230K
CAM
353
Cozad Asset Management
Illinois
$227K +$695 +38 +0.3%
PNC Financial Services Group
354
PNC Financial Services Group
Pennsylvania
$226K -$951 -52 -0.4%
CW
355
CreativeOne Wealth
Kansas
$224K +$33.3K +1,820 +17%
CWM
356
Concentrum Wealth Management
California
$222K -$124K -6,770 -36%
SWGC
357
Summit Wealth Group (Colorado)
Colorado
$220K +$221K +12,091 New
SVWAG
358
Sound View Wealth Advisors Group
Georgia
$219K -$46.7K -2,555 -18%
AAMA
359
Advanced Asset Management Advisors
Ohio
$219K
HA
360
Huntleigh Advisors
Missouri
$217K +$7.28K +398 +3%
CS
361
Capital Square
Tennessee
$215K
CAM
362
Cresset Asset Management
Illinois
$215K -$44.1K -2,412 -17%
SFP
363
Strategic Financial Partners
Oregon
$213K +$21.1K +1,152 +11%
HA
364
HFG Advisors
Ohio
$213K
PWM
365
Partners Wealth Management
California
$206K +$896 +49 +0.4%
WAP
366
Wealthcare Advisory Partners
Pennsylvania
$206K -$40.2K -2,196 -16%
NPFS
367
Novak & Powell Financial Services
Florida
$206K -$8.23K -450 -4%
BZWA
368
Blue Zone Wealth Advisors
California
$204K +$732 +40 +0.4%
EWM
369
Endowment Wealth Management
Wisconsin
$203K +$4.99K +273 +3%
Lido Advisors
370
Lido Advisors
California
$203K
OHIS
371
Oak Harvest Investment Services
Texas
$202K -$41K -2,241 -17%
CFP
372
Cascade Financial Partners
California
$202K +$202K +11,065 New
DF
373
Dunhill Financial
United Kingdom
$201K
NP
374
Nilsine Partners
Colorado
$201K
AF
375
ASL Financial
California
$200K +$201K +11,000 New