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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
GCM
126
Gallacher Capital Management
Colorado
$2.86M
MPIA
127
Milestones Private Investment Advisors
New York
$2.85M
IWA
128
Icon Wealth Advisors
Texas
$2.85M
BEI
129
Benjamin Edwards Inc
Missouri
$2.83M
PG
130
Prostatis Group
Maryland
$2.79M
DWG
131
Darden Wealth Group
Michigan
$2.78M
IAIM
132
International Assets Investment Management
Florida
$2.76M
AWM
133
AE Wealth Management
Kansas
$2.75M
GRP
134
Global Retirement Partners
California
$2.75M
CHC
135
City Holding Co
West Virginia
$2.74M
LSPW
136
Lake Street Private Wealth
Illinois
$2.69M
DADC
137
D.A. Davidson & Co
Montana
$2.61M
SCA
138
Snowden Capital Advisors
New York
$2.6M
MFG
139
Mainsail Financial Group
Washington
$2.47M
CIA
140
Concurrent Investment Advisors
Florida
$2.44M
GSWM
141
Golden State Wealth Management
California
$2.43M
HFS
142
Horizon Financial Services
North Carolina
$2.41M
EWA
143
Etesian Wealth Advisors
Oregon
$2.37M
GCP
144
Gill Capital Partners
Colorado
$2.34M
IWN
145
Independent Wealth Network
Iowa
$2.28M
CIAS
146
Capital Investment Advisory Services
North Carolina
$2.28M
RDFA
147
Ritter Daniher Financial Advisory
Ohio
$2.27M
WAM
148
Walker Asset Management
Missouri
$2.17M
AMG
149
APS Management Group
California
$2.12M
OIA
150
OneDigital Investment Advisors
Kansas
$2.12M