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First Trust Preferred Securities and Income ETF

463 hedge funds and large institutions have $4.19B invested in First Trust Preferred Securities and Income ETF in 2026 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 192 increasing their positions, 146 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 146

20% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 45

0.09% more ownership

Funds ownership: 67.91%68.01% (+0.09%)

0% less funds holding

Funds holding: 465463 (-2)

2% less capital invested

Capital invested by funds: $4.29B → $4.19B (-$96.3M)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
463
Holders Change
-2
Holders Change %
-0.43%
% of All Funds
5.7%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.17%
New
54
Increased
192
Reduced
146
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HA
351
Huntleigh Advisors
Missouri
$215K +$3.99K +219 +2%
SVWAG
352
Sound View Wealth Advisors Group
Georgia
$214K +$601 +33 +0.3%
AAMA
353
Advanced Asset Management Advisors
Ohio
$213K
SFP
354
Strategic Financial Partners
Oregon
$208K +$364 +20 +0.2%
NPFS
355
Novak & Powell Financial Services
Florida
$207K +$7.21K +396 +4%
HA
356
HFG Advisors
Ohio
$207K
TSW
357
Thompson Siegel & Walmsley
Virginia
$207K +$212K +11,670 New
EWM
358
Endowment Wealth Management
Wisconsin
$205K +$7.28K +400 +4%
BZWA
359
Blue Zone Wealth Advisors
California
$204K +$5.33K +293 +3%
EAN
360
Excelsior Advisor Network
Colorado
$203K +$209K +11,453 New
Bank of New York Mellon
361
Bank of New York Mellon
New York
$203K -$141K -7,764 -40%
SWGC
362
Summit Wealth Group (Colorado)
Colorado
$202K -$12.7K -697 -6%
PWM
363
Partners Wealth Management
California
$201K
OHIS
364
Oak Harvest Investment Services
Texas
$197K
CFP
365
Cascade Financial Partners
California
$196K
WAP
366
Wealthcare Advisory Partners
Pennsylvania
$196K -$4.55K -250 -2%
AF
367
ASL Financial
California
$195K
FFS
368
Founders Financial Securities
Maryland
$195K -$38.4K -2,112 -16%
HH
369
Hilltop Holdings
Texas
$193K +$198K +10,890 New
CAM
370
Cresset Asset Management
Illinois
$190K -$20.4K -1,119 -9%
OL
371
Owen LaRue
Kentucky
$189K +$1.22K +67 +0.6%
DC
372
DeDora Capital
California
$188K
MG
373
Mather Group
Illinois
$188K
MWA
374
Meridian Wealth Advisors
Texas
$187K +$2.64K +145 +1%
USCWA
375
U.S. Capital Wealth Advisors
Texas
$186K +$191K +10,502 New