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First Trust Preferred Securities and Income ETF

426 hedge funds and large institutions have $4.21B invested in First Trust Preferred Securities and Income ETF in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 191 increasing their positions, 137 reducing their positions, and 42 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:

3% less funds holding

Funds holding: 440426 (-14)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

12% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 42

Holders
426
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
AF
111
Allworth Financial
California
$3.48M
BCM
112
Brookstone Capital Management
Illinois
$3.46M
VAS
113
Vestmark Advisory Solutions
Massachusetts
$3.4M
RA
114
RFG Advisory
Alabama
$3.31M
IWM
115
IHT Wealth Management
Illinois
$3.3M
AAS
116
Asset Allocation Strategies
Michigan
$3.23M
UAG
117
United Advisor Group
Ohio
$3.2M
BCP
118
Blackhawk Capital Partners
Wisconsin
$3.15M
PAG
119
Private Advisory Group
Washington
$3.08M
SA
120
Stonebridge Advisors
Connecticut
$3.06M
Creative Planning
121
Creative Planning
Kansas
$3.06M
Mercer Global Advisors
122
Mercer Global Advisors
Colorado
$2.97M
AP
123
Appleton Partners
Massachusetts
$2.94M
FLPIM
124
F.L. Putnam Investment Management
Massachusetts
$2.87M
GCM
125
Gallacher Capital Management
Colorado
$2.86M