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First Trust Institutional Preferred Securities and Income ETF

178 hedge funds and large institutions have $1.25B invested in First Trust Institutional Preferred Securities and Income ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 65 increasing their positions, 73 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
-1
Holders Change %
-0.56%
% of All Funds
2.39%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
16
Increased
65
Reduced
73
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KWM
26
Kingsview Wealth Management
Oregon
$5.71M +$485K +25,519 +9%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$5.49M -$457K -24,088 -8%
CCMG
28
Clark Capital Management Group
Pennsylvania
$5.08M -$3.5M -184,545 -41%
VIM
29
Vista Investment Management
Pennsylvania
$5.05M +$175K +9,203 +4%
PFS
30
Prospera Financial Services
Texas
$5.02M +$4.05M +213,327 +419%
First Trust Advisors
31
First Trust Advisors
Illinois
$4.98M +$364K +19,155 +8%
SAM
32
Synergy Asset Management
Washington
$3.84M +$3.84M +202,340 New
FA
33
Flagstar Advisors
New York
$3.8M -$2.99M -157,463 -44%
EWP
34
Elevation Wealth Partners
California
$3.65M +$139K +7,313 +4%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$3.58M +$443K +23,337 +14%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$3.47M +$11.9K +628 +0.3%
VWA
37
Visionary Wealth Advisors
Illinois
$3.34M +$1.94M +102,315 +139%
PAG
38
Private Advisor Group
New Jersey
$3.28M +$215K +11,305 +7%
RA
39
RFG Advisory
Alabama
$3.02M +$183K +9,628 +6%
WF
40
Wayfinding Financial
Washington
$3.01M -$914K -47,857 -23%
JWCA
41
J.W. Cole Advisors
Florida
$2.88M +$2.01M +105,876 +232%
WS
42
Wedbush Securities
California
$2.83M -$2.28K -120 -0.1%
VFG
43
Victory Financial Group
Texas
$2.8M +$9.02K +475 +0.3%
WF
44
Welch & Forbes
Massachusetts
$2.79M
HighTower Advisors
45
HighTower Advisors
Illinois
$2.63M +$54.1K +2,849 +2%
1W
46
1776 Wealth
Georgia
$2.51M -$372K -19,570 -13%
PS
47
Principal Securities
Iowa
$2.42M -$187K -9,828 -7%
MMA
48
Miracle Mile Advisors
California
$2.39M -$49.1K -2,585 -2%
ML
49
McAdam LLC
Pennsylvania
$2.38M +$535K +28,171 +29%
BFG
50
Beacon Financial Group
Texas
$2.34M -$142K -7,500 -6%