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First Trust Preferred Securities and Income ETF

424 hedge funds and large institutions have $4.2B invested in First Trust Preferred Securities and Income ETF in 2025 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 190 increasing their positions, 136 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
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
LSA
176
Lion Street Advisors
Texas
$1.11M
NS
177
NBC Securities
Alabama
$1.08M
TA
178
TrueWealth Advisors
Alabama
$1.07M
PWM
179
Puff Wealth Management
New Jersey
$1.06M
BPA
180
Beacon Pointe Advisors
California
$1.06M
Brown Advisory
181
Brown Advisory
Maryland
$1.04M
GWM
182
Geneos Wealth Management
Colorado
$1.03M
EL
183
Essex LLC
Illinois
$1.02M
GFA
184
Gallagher Fiduciary Advisors
Illinois
$1.02M
BSB
185
Bangor Savings Bank
Maine
$1.02M
AO
186
Advisor OS
Illinois
$1.02M
MA
187
MJP Associates
Connecticut
$999K
BFWM
188
Bright Futures Wealth Management
New York
$991K
FMTC
189
Farmers & Merchants Trust Company
California
$982K
CAP
190
Columbia Advisory Partners
Washington
$981K
NFG
191
Nations Financial Group
Iowa
$961K
MWM
192
MGB Wealth Management
Texas
$948K
ASN
193
Advisory Services Network
Georgia
$947K
NA
194
Note Advisors
New York
$946K
TWM
195
Tanager Wealth Management
United Kingdom
$933K
MMA
196
Miracle Mile Advisors
California
$914K
DC
197
Davenport & Co
Virginia
$903K
MFP
198
Meridian Financial Partners
Virginia
$903K
RCIM
199
Red Cedar Investment Management
Michigan
$888K
PWA
200
PCG Wealth Advisors
Kansas
$887K