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First Trust Institutional Preferred Securities and Income ETF

209 hedge funds and large institutions have $1.47B invested in First Trust Institutional Preferred Securities and Income ETF in 2025 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 98 increasing their positions, 57 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIA
26
Westview Investment Advisors
Vermont
$7.48M
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$7.41M
OPAM
28
Ocean Park Asset Management
California
$6.89M
KWM
29
Kingsview Wealth Management
Oregon
$6.89M
ECA
30
Elevated Capital Advisors
Utah
$6.86M
GWM
31
Geneos Wealth Management
Colorado
$6.58M
Stifel Financial
32
Stifel Financial
Missouri
$6.5M
PFS
33
Prospera Financial Services
Texas
$5.36M
VIM
34
Vista Investment Management
Pennsylvania
$5.33M
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$4.73M
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$4.57M
PAG
37
Private Advisor Group
New Jersey
$4.32M
ML
38
McAdam LLC
Pennsylvania
$4.25M
SIM
39
Synergy Investment Management
Florida
$3.84M
First Trust Advisors
40
First Trust Advisors
Illinois
$3.67M
SAM
41
Synergy Asset Management
Washington
$3.44M
VFG
42
Victory Financial Group
Texas
$3.36M
CWM
43
Collaborative Wealth Management
Florida
$3.21M
MIM
44
Marshall Investment Management
Colorado
$2.79M
WF
45
Welch & Forbes
Massachusetts
$2.79M
CCMG
46
Clark Capital Management Group
Pennsylvania
$2.75M
1W
47
1776 Wealth
Georgia
$2.43M
VW
48
Veridan Wealth
Oregon
$2.41M
Focus Partners Wealth
49
Focus Partners Wealth
Massachusetts
$2.34M
WCM
50
Winebrenner Capital Management
Kentucky
$2.3M