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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
RCIM
201
Red Cedar Investment Management
Michigan
$888K
PWA
202
PCG Wealth Advisors
Kansas
$887K
AWM
203
Accel Wealth Management
Iowa
$865K
JWCA
204
J.W. Cole Advisors
Florida
$864K
WAG
205
Wiser Advisor Group
Arizona
$834K
SFI
206
SPC Financial Inc
Maryland
$829K
SWM
207
SeaCrest Wealth Management
New York
$813K
MW
208
Maia Wealth
Colorado
$810K
CL
209
Choreo LLC
Illinois
$796K
NWM
210
Northwest Wealth Management
Iowa
$789K
AAS
211
Ameritas Advisory Services
Nebraska
$782K
FPWM
212
FSB Premier Wealth Management
Iowa
$768K
KIA
213
Kraematon Investment Advisors
Massachusetts
$766K
AWG
214
Altus Wealth Group
Colorado
$765K
WCM
215
Winebrenner Capital Management
Kentucky
$760K
FFA
216
Farther Finance Advisors
California
$758K
WB
217
WesBanco Bank
West Virginia
$756K
BFG
218
Berger Financial Group
Minnesota
$742K
IA
219
IFG Advisory
Georgia
$739K
BRWA
220
B. Riley Wealth Advisors
Florida
$736K
SW
221
SteelPeak Wealth
California
$729K
BA
222
Ballew Advisors
Mississippi
$725K
BAWC
223
Boyce & Associates Wealth Consulting
Texas
$718K
FFP
224
Freedom Financial Partners
Minnesota
$697K
LFAS
225
Level Four Advisory Services
Texas
$695K