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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
DC
201
Davenport & Co
Virginia
$903K
MFP
202
Meridian Financial Partners
Virginia
$903K
RCIM
203
Red Cedar Investment Management
Michigan
$888K
PWA
204
PCG Wealth Advisors
Kansas
$887K
AWM
205
Accel Wealth Management
Iowa
$865K
JWCA
206
J.W. Cole Advisors
Florida
$864K
WAG
207
Wiser Advisor Group
Arizona
$834K
SFI
208
SPC Financial Inc
Maryland
$829K
SWM
209
SeaCrest Wealth Management
New York
$813K
MW
210
Maia Wealth
Colorado
$810K
CL
211
Choreo LLC
Illinois
$796K
NWM
212
Northwest Wealth Management
Iowa
$789K
AAS
213
Ameritas Advisory Services
Nebraska
$782K
FPWM
214
FSB Premier Wealth Management
Iowa
$768K
KIA
215
Kraematon Investment Advisors
Massachusetts
$766K
AWG
216
Altus Wealth Group
Colorado
$765K
WCM
217
Winebrenner Capital Management
Kentucky
$760K
FFA
218
Farther Finance Advisors
California
$758K
WB
219
WesBanco Bank
West Virginia
$756K
BFG
220
Berger Financial Group
Minnesota
$742K
IA
221
IFG Advisory
Georgia
$739K
BRWA
222
B. Riley Wealth Advisors
Florida
$736K
SW
223
SteelPeak Wealth
California
$729K
BA
224
Ballew Advisors
Mississippi
$725K
BAWC
225
Boyce & Associates Wealth Consulting
Texas
$718K