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