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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
RF
401
Rossby Financial
Florida
$49.9K -$55 -3 -0.1%
BAM
402
Bellevue Asset Management
Washington
$49K
KFG
403
Kingdom Financial Group
Arizona
$47.7K +$48.9K +2,686 New
LAS
404
Lloyd Advisory Services
Georgia
$47.7K +$48.9K +2,686 New
FRA
405
Front Row Advisors
California
$44.4K
GCM
406
Gunpowder Capital Management
Maryland
$43.8K
CA
407
CoreCap Advisors
Michigan
$43.7K -$6.46K -355 -13%
IRC
408
Investors Research Corp
Georgia
$43.1K
AssetMark Inc
409
AssetMark Inc
California
$40.4K -$205K -11,281 -83%
CAL
410
Capital Advisors Ltd
Ohio
$34K -$9.69K -532 -22%
NFSG
411
Newbridge Financial Services Group
Florida
$33K -$72.9K -4,006 -68%
DFA
412
DHJJ Financial Advisors
Illinois
$30.7K
RCM
413
Raleigh Capital Management
North Carolina
$30K -$14.9K -820 -33%
CA
414
Clearstead Advisors
Ohio
$29.6K +$30.3K +1,667 New
GSEP
415
Golden State Equity Partners
California
$29.3K +$30.1K +1,651 New
TC
416
Truvestments Capital
Florida
$27.2K +$27.9K +1,531 New
LFG
417
Larson Financial Group
Missouri
$26.6K -$25K -1,373 -48%
KFAS
418
Keating Financial Advisory Services
Kansas
$25.9K -$277K -15,220 -91%
AWM
419
Ameliora Wealth Management
Switzerland
$25.4K
EWA
420
EverSource Wealth Advisors
Alabama
$24.9K +$6.13K +337 +32%
CI
421
CX Institutional
Indiana
$24K +$346 +19 +1%
ST
422
Smithfield Trust
Pennsylvania
$23K
EPIM
423
Evelyn Partners Investment Management
$22.2K
PSB
424
Piscataqua Savings Bank
New Hampshire
$21.3K
FHC
425
First Horizon Corporation
Tennessee
$19.2K