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