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First Trust Preferred Securities and Income ETF

465 hedge funds and large institutions have $4.29B invested in First Trust Preferred Securities and Income ETF in 2025 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 192 increasing their positions, 140 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 36

37% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 140

8% more funds holding

Funds holding: 432465 (+33)

1% more capital invested

Capital invested by funds: $4.23B → $4.29B (+$63.3M)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

0.14% less ownership

Funds ownership: 68.06%67.91% (-0.14%)

Holders
465
Holders Change
+33
Holders Change %
+7.64%
% of All Funds
5.66%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
75
Increased
192
Reduced
140
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RAM
201
Readystate Asset Management
Illinois
$986K +$990K +54,117 New
PWM
202
Puff Wealth Management
New Jersey
$986K -$78.6K -4,295 -7%
CAP
203
Columbia Advisory Partners
Washington
$975K -$4.98K -272 -0.5%
EL
204
Essex LLC
Illinois
$962K -$58.4K -3,194 -6%
NPT
205
National Philanthropic Trust
Pennsylvania
$948K
TWM
206
Tanager Wealth Management
United Kingdom
$932K
PCP
207
Proficio Capital Partners
Massachusetts
$927K +$930K +50,855 New
MMA
208
Miracle Mile Advisors
California
$913K
JWCA
209
J.W. Cole Advisors
Florida
$899K +$51.7K +2,825 +6%
MFP
210
Meridian Financial Partners
Virginia
$888K -$14.2K -776 -2%
RCIM
211
Red Cedar Investment Management
Michigan
$887K
SWM
212
SeaCrest Wealth Management
New York
$879K +$66.8K +3,652 +8%
CSP
213
Cary Street Partners
Virginia
$855K +$263K +14,404 +44%
DC
214
Davenport & Co
Virginia
$851K -$51.3K -2,806 -6%
WAG
215
Wiser Advisor Group
Arizona
$831K -$2.51K -137 -0.3%
AC
216
AlphaCore Capital
California
$828K +$832K +45,465 New
AWM
217
Accel Wealth Management
Iowa
$819K -$45.2K -2,470 -5%
CL
218
Choreo LLC
Illinois
$808K +$7.5K +410 +0.9%
LFAS
219
Level Four Advisory Services
Texas
$792K +$98.5K +5,384 +14%
TCM
220
Triumph Capital Management
Colorado
$787K +$790K +43,195 New
PFPG
221
Pinnacle Financial Partners (Georgia)
Georgia
$762K +$765K +41,812 New
IA
222
IFG Advisory
Georgia
$762K +$23.6K +1,291 +3%
MW
223
Maia Wealth
Colorado
$757K -$51.1K -2,791 -6%
AWG
224
Altus Wealth Group
Colorado
$749K -$15.4K -844 -2%
Susquehanna International Group
225
Susquehanna International Group
Pennsylvania
$748K +$751K +41,048 New