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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
ACP
176
Argyle Capital Partners
California
$1.28M
PVI
177
Pine Valley Investments
New Jersey
$1.2M
RSWM
178
Robertson Stephens Wealth Management
California
$1.19M
JIP
179
Jaffetilchin Investment Partners
Florida
$1.15M
LSA
180
Lion Street Advisors
Texas
$1.11M
NS
181
NBC Securities
Alabama
$1.08M
TA
182
TrueWealth Advisors
Alabama
$1.07M
PWM
183
Puff Wealth Management
New Jersey
$1.06M
BPA
184
Beacon Pointe Advisors
California
$1.06M
Brown Advisory
185
Brown Advisory
Maryland
$1.04M
GWM
186
Geneos Wealth Management
Colorado
$1.03M
EL
187
Essex LLC
Illinois
$1.02M
GFA
188
Gallagher Fiduciary Advisors
Illinois
$1.02M
BSB
189
Bangor Savings Bank
Maine
$1.02M
AO
190
Advisor OS
Illinois
$1.02M
MA
191
MJP Associates
Connecticut
$999K
BFWM
192
Bright Futures Wealth Management
New York
$991K
FMTC
193
Farmers & Merchants Trust Company
California
$982K
CAP
194
Columbia Advisory Partners
Washington
$981K
NFG
195
Nations Financial Group
Iowa
$961K
MWM
196
MGB Wealth Management
Texas
$948K
ASN
197
Advisory Services Network
Georgia
$947K
NA
198
Note Advisors
New York
$946K
TWM
199
Tanager Wealth Management
United Kingdom
$933K
MMA
200
Miracle Mile Advisors
California
$914K