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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
CFP
51
Curran Financial Partners
South Carolina
$10.5M +$1.84M +100,663 +21%
TPWM
52
Twelve Points Wealth Management
Massachusetts
$10.5M +$917K +50,111 +10%
TLP
53
Trinity Legacy Partners
Texas
$10.3M -$110K -6,011 -1%
MML Investors Services
54
MML Investors Services
Massachusetts
$10.2M +$1.37M +74,698 +15%
Jones Financial Companies
55
Jones Financial Companies
Missouri
$9.87M +$1.92M +105,089 +24%
Envestnet Portfolio Solutions
56
Envestnet Portfolio Solutions
Illinois
$9.43M +$850K +46,476 +10%
SF
57
Seros Financial
Arizona
$9.27M +$837K +45,730 +10%
WA
58
Win Advisors
Florida
$9.21M +$9.24M +505,315 New
QCIG
59
Quad-Cities Investment Group
Iowa
$9.2M +$203K +11,078 +2%
Comerica Bank
60
Comerica Bank
Texas
$8.69M +$461K +25,204 +6%
CPIG
61
Chicago Partners Investment Group
Illinois
$8.52M +$52.3K +2,859 +0.6%
GMA
62
Glassy Mountain Advisors
Maryland
$8.46M +$518K +28,316 +6%
AI
63
Atria Investments
North Carolina
$8.39M +$132K +7,206 +2%
NDSI
64
Newman Dignan & Sheerar Inc
Rhode Island
$8.19M +$800K +43,759 +11%
PWP
65
Prasad Wealth Partners
Ohio
$8.19M +$209K +11,441 +3%
FTS
66
Fifth Third Securities
Ohio
$7.93M +$359K +19,627 +5%
SWP
67
Stratos Wealth Partners
Ohio
$7.79M +$1.15M +62,762 +17%
HI
68
Harbour Investments
Wisconsin
$7.65M +$264K +14,443 +4%
GI
69
Gradient Investments
Minnesota
$7.64M +$98.6K +5,388 +1%
OPAM
70
Ocean Park Asset Management
California
$7.52M
GJIA
71
Glass Jacobson Investment Advisors
Maryland
$7.33M +$240K +13,117 +3%
PP
72
PFS Partners
New Jersey
$7.19M -$5.14K -281 -0.1%
MHB
73
Midwest Heritage Bank
Iowa
$7.18M +$347K +18,982 +5%
GIA
74
Gladstone Institutional Advisory
Florida
$7M +$113K +6,190 +2%
EH
75
Equitable Holdings
New York
$6.86M -$370K -20,220 -5%