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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
SPC
101
Sigma Planning Corp
Michigan
$4.42M
OWA
102
ORBA Wealth Advisors
Illinois
$4.34M
IIC
103
Ironwood Investment Counsel
Arizona
$4.32M
FSBI
104
Fearless Solutions (Best Invest)
Texas
$4.29M
FA
105
Flagstar Advisors
New York
$4.29M
KWM
106
Kingsview Wealth Management
Oregon
$4.09M
CAPTRUST Financial Advisors
107
CAPTRUST Financial Advisors
North Carolina
$3.94M
AIC
108
Archer Investment Corporation
Indiana
$3.84M
MYIA
109
Mount Yale Investment Advisors
Colorado
$3.81M
PCG
110
Prosperity Consulting Group
Maryland
$3.67M
TFA
111
Toth Financial Advisory
Virginia
$3.61M
AF
112
Allworth Financial
California
$3.48M
BCM
113
Brookstone Capital Management
Illinois
$3.46M
VAS
114
Vestmark Advisory Solutions
Massachusetts
$3.4M
RA
115
RFG Advisory
Alabama
$3.31M
IWM
116
IHT Wealth Management
Illinois
$3.3M
AAS
117
Asset Allocation Strategies
Michigan
$3.23M
UAG
118
United Advisor Group
Ohio
$3.2M
BCP
119
Blackhawk Capital Partners
Wisconsin
$3.15M
PAG
120
Private Advisory Group
Washington
$3.08M
SA
121
Stonebridge Advisors
Connecticut
$3.06M
Creative Planning
122
Creative Planning
Kansas
$3.06M
Mercer Global Advisors
123
Mercer Global Advisors
Colorado
$2.97M
AP
124
Appleton Partners
Massachusetts
$2.94M
FLPIM
125
F.L. Putnam Investment Management
Massachusetts
$2.87M