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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
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$25.1M +$344K +18,801 +1%
FWP
27
Falcon Wealth Planning
California
$24.8M +$1.57M +85,805 +7%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$21.8M +$1.82M +99,273 +9%
EWM
29
Empirical Wealth Management
Washington
$21.6M +$1.22M +66,695 +6%
Truist Financial
30
Truist Financial
North Carolina
$21.4M +$2.22M +121,504 +12%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$21.4M -$785K -42,903 -4%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$21.1M -$102K -5,595 -0.5%
KWA
33
Kingswood Wealth Advisors
California
$19M -$2.41M -131,508 -11%
Citigroup
34
Citigroup
New York
$18.7M +$798K +43,635 +4%
KC
35
Kinloch Capital
Virginia
$18.3M +$7.73M +422,573 +73%
HWA
36
HCR Wealth Advisors
California
$18.2M +$10K +547 +0.1%
SPIA
37
Steward Partners Investment Advisory
New York
$17.9M +$334K +18,275 +2%
JP Morgan Chase
38
JP Morgan Chase
New York
$15.7M +$791K +43,259 +5%
Mariner
39
Mariner
Kansas
$15.4M +$262K +14,325 +2%
WA
40
Waverly Advisors
Alabama
$14.2M +$976K +53,370 +7%
AWE
41
Avidian Wealth Enterprises
Texas
$13.8M +$379K +20,706 +3%
ATPW
42
Ashton Thomas Private Wealth
Arizona
$13.7M +$1.19M +64,968 +9%
P
43
&Partners
Tennessee
$12.2M +$2.73M +149,455 +29%
IWA
44
Integrity Wealth Advisors
California
$12.2M -$26.9M -1,467,864 -69%
AIP
45
Ameritas Investment Partners
Nebraska
$12.1M +$690K +37,721 +6%
CAG
46
Csenge Advisory Group
Florida
$12M -$456K -24,930 -4%
NRI
47
NFP Retirement Inc
California
$12M -$1.57M -85,834 -12%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$11.4M +$518K +28,307 +5%
KPWS
49
Kestra Private Wealth Services
Texas
$11.4M +$199K +10,893 +2%
SF
50
Summit Financial
New Jersey
$10.6M +$259K +14,174 +3%