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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
SCA
126
Snowden Capital Advisors
New York
$2.96M +$363K +19,820 +14%
LSPW
127
Lake Street Private Wealth
Illinois
$2.86M +$177K +9,654 +7%
BEI
128
Benjamin Edwards Inc
Missouri
$2.85M +$22.8K +1,246 +0.8%
IWA
129
Icon Wealth Advisors
Texas
$2.82M -$24.3K -1,330 -0.9%
Mercer Global Advisors
130
Mercer Global Advisors
Colorado
$2.78M -$196K -10,723 -7%
Creative Planning
131
Creative Planning
Kansas
$2.76M -$289K -15,810 -9%
DWG
132
Darden Wealth Group
Michigan
$2.76M -$15K -822 -0.5%
CHC
133
City Holding Co
West Virginia
$2.75M +$9.15K +500 +0.3%
AWM
134
AE Wealth Management
Kansas
$2.72M -$25.1K -1,373 -0.9%
PG
135
Prostatis Group
Maryland
$2.69M -$96.6K -5,282 -3%
CIA
136
Concurrent Investment Advisors
Florida
$2.64M +$206K +11,243 +8%
MPIA
137
Milestones Private Investment Advisors
New York
$2.58M -$267K -14,588 -9%
MFG
138
Mainsail Financial Group
Washington
$2.51M +$40.4K +2,207 +2%
HFS
139
Horizon Financial Services
North Carolina
$2.49M +$80.3K +4,390 +3%
AIC
140
Archer Investment Corporation
Indiana
$2.43M -$1.41M -77,216 -37%
GCM
141
Gallacher Capital Management
Colorado
$2.41M -$448K -24,513 -16%
EWA
142
Etesian Wealth Advisors
Oregon
$2.37M +$3.81K +208 +0.2%
CIAS
143
Capital Investment Advisory Services
North Carolina
$2.33M +$53.9K +2,946 +2%
RDFA
144
Ritter Daniher Financial Advisory
Ohio
$2.3M +$33.4K +1,826 +1%
BPA
145
Beacon Pointe Advisors
California
$2.25M +$1.2M +65,546 +113%
IWN
146
Independent Wealth Network
Iowa
$2.24M -$45.5K -2,487 -2%
AMG
147
APS Management Group
California
$2.2M +$76.7K +4,192 +4%
RFA
148
ROI Financial Advisors
Oregon
$2.17M +$48.9K +2,674 +2%
OIA
149
OneDigital Investment Advisors
Kansas
$2.15M +$29.5K +1,613 +1%
IA
150
IFP Advisors
Florida
$2.14M +$189K +10,318 +10%