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First Trust Preferred Securities and Income ETF

440 hedge funds and large institutions have $3.99B invested in First Trust Preferred Securities and Income ETF in 2025 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 176 increasing their positions, 150 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

0% more funds holding

Funds holding: 438440 (+2)

20% less funds holding in top 10

Funds holding in top 10: 2016 (-4)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $192K

Holders
440
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$192K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
201
Accel Wealth Management
Iowa
$885K
MFP
202
Meridian Financial Partners
Virginia
$876K
NA
203
Note Advisors
New York
$873K
RCIM
204
Red Cedar Investment Management
Michigan
$866K
WAG
205
Wiser Advisor Group
Arizona
$861K
JWCA
206
J.W. Cole Advisors
Florida
$859K
AWS
207
Aspen Wealth Strategies
Colorado
$830K
MW
208
Maia Wealth
Colorado
$829K
PFS
209
Prospect Financial Services
New York
$827K
AAS
210
Ameritas Advisory Services
Nebraska
$799K
CL
211
Choreo LLC
Illinois
$787K
NWM
212
Northwest Wealth Management
Iowa
$777K
WIC
213
Woodmont Investment Counsel
Tennessee
$771K
KIA
214
Kraematon Investment Advisors
Massachusetts
$770K
AWG
215
Altus Wealth Group
Colorado
$739K
BFG
216
Berger Financial Group
Minnesota
$737K
IA
217
IFG Advisory
Georgia
$734K
SFI
218
SPC Financial Inc
Maryland
$706K
FPWM
219
FSB Premier Wealth Management
Iowa
$705K
CFD
220
Creative Financial Designs
Indiana
$703K
BA
221
Ballew Advisors
Mississippi
$701K
WCM
222
Winebrenner Capital Management
Kentucky
$695K
BIG
223
Brookwood Investment Group
Arizona
$694K
IAN
224
Integrated Advisors Network
Texas
$692K
BRWA
225
B. Riley Wealth Advisors
Florida
$652K