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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
Wealth Enhancement Advisory Services
76
Wealth Enhancement Advisory Services
Minnesota
$6.81M -$259K -14,150 -4%
MWM
77
Marion Wealth Management
Pennsylvania
$6.61M +$227K +12,391 +4%
HFS
78
Howard Financial Services
Texas
$6.57M -$125K -6,828 -2%
US Bancorp
79
US Bancorp
Minnesota
$6.46M +$1.94M +106,073 +43%
First Trust Advisors
80
First Trust Advisors
Illinois
$6.35M +$1.35M +73,542 +27%
MOS
81
MGO One Seven
Ohio
$6.28M -$320K -17,485 -5%
SI
82
Stephens Inc
Arkansas
$6.26M -$103K -5,610 -2%
IAS
83
IMA Advisory Services
Colorado
$6.01M +$73.3K +4,005 +1%
DWM
84
Dakota Wealth Management
Florida
$5.78M +$5.8M +317,164 New
PAG
85
Private Advisor Group
New Jersey
$5.75M -$159K -8,712 -3%
TFP
86
Traction Financial Partners
Wyoming
$5.7M +$503K +27,480 +10%
JFG
87
Juno Financial Group
Virginia
$5.56M +$5.58M +305,206 New
FLI
88
Family Legacy Inc
South Carolina
$5.42M +$11.9K +649 +0.2%
BCP
89
Blackhawk Capital Partners
Wisconsin
$5.36M +$2.23M +121,736 +71%
LCP
90
Larch Capital Partners
Florida
$5.23M +$5.25M +287,112 New
TPWA
91
Twin Peaks Wealth Advisors
California
$5.07M -$342K -18,695 -6%
VA
92
Valmark Advisers
Ohio
$5.01M +$58.3K +3,188 +1%
UWP
93
Uniting Wealth Partners
Kansas
$5M +$33K +1,803 +0.7%
WWM
94
Western Wealth Management
Colorado
$4.99M -$131K -7,152 -3%
PAS
95
Park Avenue Securities
New York
$4.95M -$119K -6,500 -2%
SIS
96
Sound Income Strategies
Florida
$4.85M -$200K -10,908 -4%
AIM
97
Aspen Investment Management
Michigan
$4.52M +$65.4K +3,576 +1%
IIC
98
Ironwood Investment Counsel
Arizona
$4.5M +$181K +9,883 +4%
KWM
99
Kingsview Wealth Management
Oregon
$4.46M +$377K +20,617 +9%
SPC
100
Sigma Planning Corp
Michigan
$4.45M +$37.9K +2,074 +0.9%