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First Trust Institutional Preferred Securities and Income ETF

185 hedge funds and large institutions have $1.35B invested in First Trust Institutional Preferred Securities and Income ETF in 2025 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 74 increasing their positions, 67 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$17.4M
2 -$8.25M
3 -$6.95M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.86M
5
FA
Flagstar Advisors
New York
-$2.75M
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$6.91M
OPAM
27
Ocean Park Asset Management
California
$6.88M
GWM
28
Geneos Wealth Management
Colorado
$6.58M
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$6.35M
KWM
30
Kingsview Wealth Management
Oregon
$6.26M
PFS
31
Prospera Financial Services
Texas
$5.43M
VIM
32
Vista Investment Management
Pennsylvania
$5.18M
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$4.62M
HighTower Advisors
34
HighTower Advisors
Illinois
$4.51M
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$3.83M
SIM
36
Synergy Investment Management
Florida
$3.78M
PAG
37
Private Advisor Group
New Jersey
$3.68M
JWCA
38
J.W. Cole Advisors
Florida
$3.37M
First Trust Advisors
39
First Trust Advisors
Illinois
$3.35M
VFG
40
Victory Financial Group
Texas
$3.2M
EWP
41
Elevation Wealth Partners
California
$3.17M
ML
42
McAdam LLC
Pennsylvania
$3.14M
WF
43
Wayfinding Financial
Washington
$3.06M
WF
44
Welch & Forbes
Massachusetts
$2.82M
MIM
45
Marshall Investment Management
Colorado
$2.71M
Focus Partners Wealth
46
Focus Partners Wealth
Massachusetts
$2.69M
CCMG
47
Clark Capital Management Group
Pennsylvania
$2.66M
VBA
48
von Borstel & Associates
Oregon
$2.65M
WS
49
Wedbush Securities
California
$2.5M
1W
50
1776 Wealth
Georgia
$2.41M