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First Trust Institutional Preferred Securities and Income ETF

208 hedge funds and large institutions have $1.52B invested in First Trust Institutional Preferred Securities and Income ETF in 2026 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 88 increasing their positions, 65 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 65

8% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 26

3% more capital invested

Capital invested by funds: $1.47B → $1.52B (+$48.7M)

1% less funds holding

Funds holding: 211208 (-3)

1.55% less ownership

Funds ownership: 80.77%79.22% (-1.5%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
208
Holders Change
-3
Holders Change %
-1.42%
% of All Funds
2.56%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
28
Increased
88
Reduced
65
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LC
26
Legacy CG
Texas
$7.9M +$8.05M +415,652 New
JP Morgan Chase
27
JP Morgan Chase
New York
$7.85M -$437K -22,575 -5%
KFI
28
Key Financial Inc
Pennsylvania
$7.52M -$64.4K -3,326 -0.8%
KWM
29
Kingsview Wealth Management
Oregon
$7.09M +$342K +17,675 +5%
Stifel Financial
30
Stifel Financial
Missouri
$7M +$637K +32,881 +10%
ECA
31
Elevated Capital Advisors
Utah
$6.98M +$263K +13,577 +4%
WIA
32
Westview Investment Advisors
Vermont
$6.75M -$596K -30,741 -8%
PFS
33
Prospera Financial Services
Texas
$6.69M +$1.46M +75,451 +27%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$6.64M -$633K -32,693 -9%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$6.29M +$1.69M +87,141 +36%
HF
36
HRT Financial
New York
$6.02M +$6.14M +317,065 New
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$5.82M +$1.37M +70,647 +30%
VIM
38
Vista Investment Management
Pennsylvania
$5.31M +$95.2K +4,916 +2%
ML
39
McAdam LLC
Pennsylvania
$4.72M +$566K +29,215 +13%
First Trust Advisors
40
First Trust Advisors
Illinois
$4.06M +$469K +24,222 +13%
SIM
41
Synergy Investment Management
Florida
$3.96M +$200K +10,322 +5%
VFG
42
Victory Financial Group
Texas
$3.53M +$244K +12,587 +7%
PAG
43
Private Advisor Group
New Jersey
$3.37M -$883K -45,563 -20%
FZCM
44
Flynn Zito Capital Management
New York
$3.24M +$1.13M +58,438 +52%
MIM
45
Marshall Investment Management
Colorado
$3.01M +$281K +14,496 +10%
WF
46
Welch & Forbes
Massachusetts
$2.67M -$59.8K -3,089 -2%
PNC
47
Park National Corp
Ohio
$2.58M +$405K +20,895 +18%
VW
48
Veridan Wealth
Oregon
$2.43M +$72.2K +3,726 +3%
1W
49
1776 Wealth
Georgia
$2.37M -$7.19K -371 -0.3%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$2.32M +$294K +15,189 +14%