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First Trust Preferred Securities and Income ETF

424 hedge funds and large institutions have $4.2B invested in First Trust Preferred Securities and Income ETF in 2025 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 190 increasing their positions, 136 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
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
OWA
101
ORBA Wealth Advisors
Illinois
$4.34M
IIC
102
Ironwood Investment Counsel
Arizona
$4.32M
FSBI
103
Fearless Solutions (Best Invest)
Texas
$4.29M
FA
104
Flagstar Advisors
New York
$4.29M
KWM
105
Kingsview Wealth Management
Oregon
$4.09M
CAPTRUST Financial Advisors
106
CAPTRUST Financial Advisors
North Carolina
$3.94M
AIC
107
Archer Investment Corporation
Indiana
$3.84M
MYIA
108
Mount Yale Investment Advisors
Colorado
$3.81M
PCG
109
Prosperity Consulting Group
Maryland
$3.67M
TFA
110
Toth Financial Advisory
Virginia
$3.61M
BCM
111
Brookstone Capital Management
Illinois
$3.46M
VAS
112
Vestmark Advisory Solutions
Massachusetts
$3.4M
RA
113
RFG Advisory
Alabama
$3.31M
IWM
114
IHT Wealth Management
Illinois
$3.3M
AAS
115
Asset Allocation Strategies
Michigan
$3.23M
UAG
116
United Advisor Group
Ohio
$3.2M
BCP
117
Blackhawk Capital Partners
Wisconsin
$3.15M
PAG
118
Private Advisory Group
Washington
$3.08M
SA
119
Stonebridge Advisors
Connecticut
$3.06M
Creative Planning
120
Creative Planning
Kansas
$3.06M
Mercer Global Advisors
121
Mercer Global Advisors
Colorado
$2.97M
AP
122
Appleton Partners
Massachusetts
$2.94M
FLPIM
123
F.L. Putnam Investment Management
Massachusetts
$2.87M
GCM
124
Gallacher Capital Management
Colorado
$2.86M
MPIA
125
Milestones Private Investment Advisors
New York
$2.85M