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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
Wealth Enhancement Advisory Services
76
Wealth Enhancement Advisory Services
Minnesota
$7.08M
GIA
77
Gladstone Institutional Advisory
Florida
$6.89M
MHB
78
Midwest Heritage Bank
Iowa
$6.84M
HFS
79
Howard Financial Services
Texas
$6.7M
NA
80
NewEdge Advisors
Louisiana
$6.66M
SWP
81
Stratos Wealth Partners
Ohio
$6.65M
MOS
82
MGO One Seven
Ohio
$6.6M
SI
83
Stephens Inc
Arkansas
$6.37M
MWM
84
Marion Wealth Management
Pennsylvania
$6.35M
IAS
85
IMA Advisory Services
Colorado
$5.94M
PAG
86
Private Advisor Group
New Jersey
$5.91M
LIG
87
Lokken Investment Group
Delaware
$5.89M
FLI
88
Family Legacy Inc
South Carolina
$5.42M
TPWA
89
Twin Peaks Wealth Advisors
California
$5.39M
TFP
90
Traction Financial Partners
Wyoming
$5.2M
WWM
91
Western Wealth Management
Colorado
$5.12M
PAS
92
Park Avenue Securities
New York
$5.08M
SIS
93
Sound Income Strategies
Florida
$5.02M
B
94
Barings
North Carolina
$5.02M
First Trust Advisors
95
First Trust Advisors
Illinois
$5.01M
UWP
96
Uniting Wealth Partners
Kansas
$4.97M
VA
97
Valmark Advisers
Ohio
$4.96M
IWC
98
Integrated Wealth Concepts
Massachusetts
$4.55M
US Bancorp
99
US Bancorp
Minnesota
$4.54M
AIM
100
Aspen Investment Management
Michigan
$4.46M