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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
FSBI
101
Fearless Solutions (Best Invest)
Texas
$4.08M -$212K -11,592 -5%
OWA
102
ORBA Wealth Advisors
Illinois
$3.98M -$350K -19,154 -8%
FA
103
Flagstar Advisors
New York
$3.94M -$344K -18,804 -8%
GFA
104
Gallagher Fiduciary Advisors
Illinois
$3.92M +$2.91M +159,158 +284%
SFG
105
Skyview Financial Group
Florida
$3.87M +$3.88M +212,196 New
PCG
106
Prosperity Consulting Group
Maryland
$3.79M +$120K +6,549 +3%
AAS
107
Asset Allocation Strategies
Michigan
$3.78M +$555K +30,352 +17%
MYIA
108
Mount Yale Investment Advisors
Colorado
$3.78M -$27.3K -1,494 -0.7%
VAS
109
Vestmark Advisory Solutions
Massachusetts
$3.78M +$380K +20,757 +11%
TFA
110
Toth Financial Advisory
Virginia
$3.72M +$121K +6,603 +3%
AP
111
Appleton Partners
Massachusetts
$3.72M +$781K +42,681 +26%
DADC
112
D.A. Davidson & Co
Montana
$3.71M +$1.11M +60,919 +43%
BCM
113
Brookstone Capital Management
Illinois
$3.45M -$5.45K -298 -0.2%
IAIM
114
International Assets Investment Management
Florida
$3.45M +$629K +34,410 +22%
Citadel Advisors
115
Citadel Advisors
Florida
$3.44M +$2.91M +159,285 +535%
CAPTRUST Financial Advisors
116
CAPTRUST Financial Advisors
North Carolina
$3.44M -$497K -27,194 -13%
EPW
117
Evolve Private Wealth
California
$3.42M +$3.44M +187,861 New
UAG
118
United Advisor Group
Ohio
$3.35M +$151K +8,279 +5%
IWM
119
IHT Wealth Management
Illinois
$3.26M -$33.4K -1,824 -1%
GSWM
120
Golden State Wealth Management
California
$3.24M +$814K +44,495 +33%
PAG
121
Private Advisory Group
Washington
$3.19M +$120K +6,563 +4%
B
122
Barings
North Carolina
$3.19M -$1.83M -100,291 -36%
RA
123
RFG Advisory
Alabama
$3.15M -$155K -8,461 -5%
FLPIM
124
F.L. Putnam Investment Management
Massachusetts
$3.05M +$190K +10,397 +7%
IWC
125
Integrated Wealth Concepts
Massachusetts
$2.97M -$1.58M -86,436 -35%