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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

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

11% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 73

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
178
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
WCM
51
Winebrenner Capital Management
Kentucky
$2.3M
SPI
52
Sutton Place Investors
New York
$2.27M
Renaissance Technologies
53
Renaissance Technologies
New York
$2.2M
Comerica Bank
54
Comerica Bank
Texas
$2.18M
KWM
55
Keebeck Wealth Management
Illinois
$2.08M
FAIM
56
Financial Advocates Investment Management
Washington
$2.04M
IA
57
Integrity Alliance
Iowa
$1.94M
Focus Partners Wealth
58
Focus Partners Wealth
Massachusetts
$1.94M
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$1.87M
WAM
60
Walker Asset Management
Missouri
$1.56M
SPIA
61
Steward Partners Investment Advisory
New York
$1.55M
PNC
62
Park National Corp
Ohio
$1.51M
LWM
63
Lakeridge Wealth Management
Ohio
$1.51M
ATPW
64
Ashton Thomas Private Wealth
Arizona
$1.48M
NFG
65
Nations Financial Group
Iowa
$1.43M
FIM
66
FWL Investment Management
Texas
$1.38M
NS
67
NBC Securities
Alabama
$1.36M
BFA
68
Beacon Financial Advisory
Ohio
$1.33M
PGAM
69
Princeton Global Asset Management
New Jersey
$1.32M
EWM
70
Empirical Wealth Management
Washington
$1.29M
VAS
71
Vestmark Advisory Solutions
Massachusetts
$1.28M
PAS
72
Park Avenue Securities
New York
$1.26M
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$1.26M
SPC
74
Sigma Planning Corp
Michigan
$1.25M
TNBTD
75
Trustmark National Bank Trust Department
Mississippi
$1.24M