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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
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$11.2M +$123K +6,755 +1%
TLP
52
Trinity Legacy Partners
Texas
$10.7M +$502K +27,548 +5%
CAG
53
Csenge Advisory Group
Florida
$10.6M -$1.13M -62,275 -9%
SF
54
Summit Financial
New Jersey
$10.3M -$17.1K -939 -0.2%
CIA
55
Concurrent Investment Advisors
Florida
$9.94M +$7.56M +415,071 +287%
Mercer Global Advisors
56
Mercer Global Advisors
Colorado
$9.88M +$7.36M +404,450 +266%
MML Investors Services
57
MML Investors Services
Massachusetts
$9.83M -$130K -7,165 -1%
QCIG
58
Quad-Cities Investment Group
Iowa
$9.52M +$569K +31,238 +6%
KWA
59
Kingswood Wealth Advisors
California
$9.4M -$9.3M -510,911 -49%
SF
60
Seros Financial
Arizona
$9.2M +$177K +9,750 +2%
US Bancorp
61
US Bancorp
Minnesota
$8.84M +$2.6M +143,007 +40%
GMA
62
Glassy Mountain Advisors
Maryland
$8.78M +$550K +30,195 +6%
CPIG
63
Chicago Partners Investment Group
Illinois
$8.56M +$134K +7,349 +2%
Fifth Third Bancorp
64
Fifth Third Bancorp
Ohio
$8.48M +$8.7M +477,944 New
MHB
65
Midwest Heritage Bank
Iowa
$8.43M +$1.47M +80,943 +21%
PWP
66
Prasad Wealth Partners
Ohio
$8.29M +$328K +18,008 +4%
NDSI
67
Newman Dignan & Sheerar Inc
Rhode Island
$8.16M +$187K +10,257 +2%
IAA
68
Independent Advisor Alliance
North Carolina
$8.06M +$8.27M +454,311 New
GIA
69
Gladstone Institutional Advisory
Florida
$8.01M +$1.22M +67,248 +18%
FTS
70
Fifth Third Securities
Ohio
$7.82M +$89.7K +4,927 +1%
OC
71
Oppenheimer & Co
New York
$7.73M +$7.93M +435,544 New
HI
72
Harbour Investments
Wisconsin
$7.61M +$161K +8,856 +2%
AI
73
Atria Investments
North Carolina
$7.6M -$593K -32,581 -7%
GI
74
Gradient Investments
Minnesota
$7.53M +$86.4K +4,748 +1%
SWP
75
Stratos Wealth Partners
Ohio
$7.46M -$130K -7,167 -2%