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First Trust Preferred Securities and Income ETF

463 hedge funds and large institutions have $4.19B invested in First Trust Preferred Securities and Income ETF in 2026 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 192 increasing their positions, 146 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 146

20% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 45

0.09% more ownership

Funds ownership: 67.91%68.01% (+0.09%)

0% less funds holding

Funds holding: 465463 (-2)

2% less capital invested

Capital invested by funds: $4.29B → $4.19B (-$96.3M)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
463
Holders Change
-2
Holders Change %
-0.43%
% of All Funds
5.7%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.17%
New
54
Increased
192
Reduced
146
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$936M -$8.96M -492,398 -0.9%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$347M -$72.4M -3,976,246 -17%
LPL Financial
3
LPL Financial
California
$317M +$18.5M +1,016,910 +6%
Wells Fargo
4
Wells Fargo
California
$302M +$19.8M +1,089,843 +7%
Raymond James Financial
5
Raymond James Financial
Florida
$181M +$12.3M +675,579 +7%
UBS Group
6
UBS Group
Switzerland
$166M -$3.88M -213,282 -2%
Bank of America
7
Bank of America
North Carolina
$154M +$8.13M +446,585 +5%
Ameriprise
8
Ameriprise
Minnesota
$89.2M +$6.59M +362,181 +8%
HighTower Advisors
9
HighTower Advisors
Illinois
$61.4M +$2.93M +160,742 +5%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$52.6M +$6.98M +383,261 +15%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$44.9M +$8.28M +455,036 +22%
KAS
12
Kestra Advisory Services
Texas
$43.1M +$1.97M +108,076 +5%
Stifel Financial
13
Stifel Financial
Missouri
$41.8M +$1.75M +96,376 +4%
Osaic Holdings
14
Osaic Holdings
Arizona
$39.8M +$1.83M +100,625 +5%
AA
15
Advisory Alpha
Michigan
$38.1M -$104K -5,703 -0.3%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$36.2M -$3.18M -174,518 -8%
MCM
17
MAI Capital Management
Ohio
$35.5M +$2.36M +129,829 +7%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$34.8M +$3.47M +190,506 +11%
MFG
19
Magnus Financial Group
New York
$33.5M +$1.89M +104,032 +6%
PNC
20
Park National Corp
Ohio
$33.1M +$1.56M +85,821 +5%
Jane Street
21
Jane Street
New York
$31.8M +$32.6M +1,789,032 New
PFS
22
Prospera Financial Services
Texas
$26.9M -$450K -24,718 -2%
FWP
23
Falcon Wealth Planning
California
$26.9M +$2.78M +152,675 +11%
Truist Financial
24
Truist Financial
North Carolina
$26.7M +$5.97M +327,923 +28%
AWM
25
Affinity Wealth Management
Delaware
$26.4M +$335K +18,404 +1%