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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
RSWM
176
Robertson Stephens Wealth Management
California
$1.19M
JIP
177
Jaffetilchin Investment Partners
Florida
$1.15M
LSA
178
Lion Street Advisors
Texas
$1.11M
NS
179
NBC Securities
Alabama
$1.08M
TA
180
TrueWealth Advisors
Alabama
$1.07M
PWM
181
Puff Wealth Management
New Jersey
$1.06M
BPA
182
Beacon Pointe Advisors
California
$1.06M
Brown Advisory
183
Brown Advisory
Maryland
$1.04M
GWM
184
Geneos Wealth Management
Colorado
$1.03M
EL
185
Essex LLC
Illinois
$1.02M
GFA
186
Gallagher Fiduciary Advisors
Illinois
$1.02M
BSB
187
Bangor Savings Bank
Maine
$1.02M
AO
188
Advisor OS
Illinois
$1.02M
MA
189
MJP Associates
Connecticut
$999K
BFWM
190
Bright Futures Wealth Management
New York
$991K
FMTC
191
Farmers & Merchants Trust Company
California
$982K
CAP
192
Columbia Advisory Partners
Washington
$981K
NFG
193
Nations Financial Group
Iowa
$961K
MWM
194
MGB Wealth Management
Texas
$948K
ASN
195
Advisory Services Network
Georgia
$947K
NA
196
Note Advisors
New York
$946K
TWM
197
Tanager Wealth Management
United Kingdom
$933K
MMA
198
Miracle Mile Advisors
California
$914K
DC
199
Davenport & Co
Virginia
$903K
MFP
200
Meridian Financial Partners
Virginia
$903K