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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
RFA
151
ROI Financial Advisors
Oregon
$2.12M
PIA
152
Perennial Investment Advisors
California
$1.97M
IA
153
IFP Advisors
Florida
$1.95M
HIP
154
HUB Investment Partners
Texas
$1.9M
SB
155
Strategic Blueprint
Georgia
$1.81M
APP
156
Avantax Planning Partners
Iowa
$1.8M
SG
157
StoneX Group
New York
$1.79M
PS
158
Principal Securities
Iowa
$1.75M
MC
159
Moors & Cabot
Massachusetts
$1.71M
PA
160
Parallel Advisors
California
$1.69M
SFWA
161
Summit Financial Wealth Advisors
Louisiana
$1.68M
WCM
162
WealthBridge Capital Management
Ohio
$1.68M
KA
163
Kovack Advisors
Florida
$1.66M
PCS
164
Private Client Services
Kentucky
$1.61M
HIS
165
Harvest Investment Services
Illinois
$1.59M
DAS
166
Dynamic Advisor Solutions
Arizona
$1.58M
MTC
167
Matrix Trust Company
Colorado
$1.53M
SF
168
Synovus Financial
Georgia
$1.5M
PTC
169
Private Trust Company
Ohio
$1.5M
SOS
170
Silver Oak Securities
Tennessee
$1.44M
TNBTD
171
Trustmark National Bank Trust Department
Mississippi
$1.43M
PG
172
Patten Group
Tennessee
$1.42M
BFG
173
Beacon Financial Group
Texas
$1.38M
FWP
174
FAS Wealth Partners
Kansas
$1.33M
SWM
175
Steinberganna Wealth Management
New York
$1.28M