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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
Morgan Stanley
1
Morgan Stanley
New York
$970M +$20.3M +1,110,239 +2%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$429M -$31M -1,696,971 -7%
LPL Financial
3
LPL Financial
California
$306M +$48.2M +2,636,765 +19%
Wells Fargo
4
Wells Fargo
California
$290M +$11.4M +624,898 +4%
UBS Group
5
UBS Group
Switzerland
$174M -$6.15M -336,394 -3%
Raymond James Financial
6
Raymond James Financial
Florida
$174M +$11.7M +641,472 +7%
Bank of America
7
Bank of America
North Carolina
$150M +$10.9M +598,105 +8%
Ameriprise
8
Ameriprise
Minnesota
$85M +$2.25M +123,168 +3%
HighTower Advisors
9
HighTower Advisors
Illinois
$60.1M +$710K +38,814 +1%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$47M +$3.6M +197,020 +8%
KAS
11
Kestra Advisory Services
Texas
$42.2M +$1.45M +79,151 +4%
Stifel Financial
12
Stifel Financial
Missouri
$41.1M +$1.06M +57,774 +3%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$40.3M +$3.62M +197,896 +10%
SA
14
Stonebridge Advisors
Connecticut
$40.2M +$40.3M +2,201,095 +1,312%
AA
15
Advisory Alpha
Michigan
$39.2M -$548K -29,947 -1%
Osaic Holdings
16
Osaic Holdings
Arizona
$39M +$1.01M +55,213 +3%
AAP
17
Arax Advisory Partners
Colorado
$38.9M -$30M -1,638,815 -43%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$37.8M +$701K +38,311 +2%
MCM
19
MAI Capital Management
Ohio
$34M +$1.67M +91,047 +5%
MFG
20
Magnus Financial Group
New York
$32.5M +$447K +24,412 +1%
PNC
21
Park National Corp
Ohio
$32.4M -$7.05M -385,500 -18%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$32.3M +$637K +34,838 +2%
PFS
23
Prospera Financial Services
Texas
$28.1M -$280K -15,283 -1%
AWM
24
Affinity Wealth Management
Delaware
$26.8M +$811K +44,343 +3%
CTB
25
Country Trust Bank
Illinois
$25.5M +$204K +11,125 +0.8%