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First Trust Preferred Securities and Income ETF

428 hedge funds and large institutions have $4.22B invested in First Trust Preferred Securities and Income ETF in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 192 increasing their positions, 138 reducing their positions, and 41 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:

10% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 41

3% less funds holding

Funds holding: 441428 (-13)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

Holders
428
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
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$24.8M
FWP
27
Falcon Wealth Planning
California
$23.3M
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$22.2M
KWA
29
Kingswood Wealth Advisors
California
$21.4M
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$21.2M
EWM
31
Empirical Wealth Management
Washington
$20.5M
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$20M
Truist Financial
33
Truist Financial
North Carolina
$19.2M
HWA
34
HCR Wealth Advisors
California
$18.3M
Citigroup
35
Citigroup
New York
$18M
SPIA
36
Steward Partners Investment Advisory
New York
$17.6M
Renaissance Technologies
37
Renaissance Technologies
New York
$16.4M
Kovitz Investment Group Partners
38
Kovitz Investment Group Partners
Illinois
$16M
Mariner
39
Mariner
Kansas
$15.2M
JP Morgan Chase
40
JP Morgan Chase
New York
$14.9M
NRI
41
NFP Retirement Inc
California
$13.5M
AWE
42
Avidian Wealth Enterprises
Texas
$13.4M
WA
43
Waverly Advisors
Alabama
$13.2M
ATPW
44
Ashton Thomas Private Wealth
Arizona
$12.5M
CAG
45
Csenge Advisory Group
Florida
$12.5M
AIP
46
Ameritas Investment Partners
Nebraska
$11.5M
KPWS
47
Kestra Private Wealth Services
Texas
$11.2M
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$10.9M
KC
49
Kinloch Capital
Virginia
$10.6M
TLP
50
Trinity Legacy Partners
Texas
$10.5M