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First Trust Preferred Securities and Income ETF

463 hedge funds and large institutions have $4.19B invested in First Trust Preferred Securities and Income ETF in 2026 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 192 increasing their positions, 146 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 146

20% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 45

0.09% more ownership

Funds ownership: 67.91%68.01% (+0.09%)

0% less funds holding

Funds holding: 465463 (-2)

2% less capital invested

Capital invested by funds: $4.29B → $4.19B (-$96.3M)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
463
Holders Change
-2
Holders Change %
-0.43%
% of All Funds
5.7%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.17%
New
54
Increased
192
Reduced
146
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
101
Kingsview Wealth Management
Oregon
$4.58M +$246K +13,525 +6%
SIS
102
Sound Income Strategies
Florida
$4.49M -$224K -12,286 -5%
WWM
103
Western Wealth Management
Colorado
$4.43M -$435K -23,892 -9%
AIM
104
Aspen Investment Management
Michigan
$4.39M -$13.8K -756 -0.3%
AP
105
Appleton Partners
Massachusetts
$4.18M +$571K +31,345 +15%
SCA
106
Snowden Capital Advisors
New York
$3.92M +$1.07M +58,536 +36%
FSBI
107
Fearless Solutions (Best Invest)
Texas
$3.89M -$81.2K -4,462 -2%
NA
108
Note Advisors
New York
$3.8M +$3.9M +214,241 New
MYIA
109
Mount Yale Investment Advisors
Colorado
$3.78M +$107K +5,893 +3%
BCM
110
Brookstone Capital Management
Illinois
$3.78M +$430K +23,636 +12%
DADC
111
D.A. Davidson & Co
Montana
$3.67M +$48.8K +2,681 +1%
PWAM
112
Private Wealth Asset Management
Iowa
$3.66M +$2.26M +124,099 +151%
PCG
113
Prosperity Consulting Group
Maryland
$3.64M -$52.1K -2,860 -1%
TFA
114
Toth Financial Advisory
Virginia
$3.64M +$11.2K +614 +0.3%
FLPIM
115
F.L. Putnam Investment Management
Massachusetts
$3.53M +$573K +31,460 +19%
CAPTRUST Financial Advisors
116
CAPTRUST Financial Advisors
North Carolina
$3.51M +$166K +9,106 +5%
FA
117
Flagstar Advisors
New York
$3.49M -$360K -19,751 -9%
UAG
118
United Advisor Group
Ohio
$3.39M +$129K +7,078 +4%
RA
119
RFG Advisory
Alabama
$3.28M +$210K +11,554 +7%
IWM
120
IHT Wealth Management
Illinois
$3.26M +$86.2K +4,736 +3%
EFS
121
Econ Financial Services
Pennsylvania
$3.2M +$1.15M +63,280 +54%
OWA
122
ORBA Wealth Advisors
Illinois
$3.14M -$761K -41,823 -19%
LSPW
123
Lake Street Private Wealth
Illinois
$3.11M +$329K +18,094 +12%
PAG
124
Private Advisory Group
Washington
$3.11M -$2.6K -143 -0.1%
AF
125
Allworth Financial
California
$3.07M +$3.15M +172,796 New