FPEI icon

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
VW
51
Veridan Wealth
Oregon
$2.36M
BFG
52
Beacon Financial Group
Texas
$2.34M
WCM
53
Winebrenner Capital Management
Kentucky
$2.33M
Comerica Bank
54
Comerica Bank
Texas
$2.26M
MMA
55
Miracle Mile Advisors
California
$2.15M
KWM
56
Keebeck Wealth Management
Illinois
$2.12M
FZCM
57
Flynn Zito Capital Management
New York
$2.08M
VWA
58
Visionary Wealth Advisors
Illinois
$2M
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$1.92M
NFG
60
Nations Financial Group
Iowa
$1.84M
PNC
61
Park National Corp
Ohio
$1.77M
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$1.75M
CWM
63
Collaborative Wealth Management
Florida
$1.73M
ATPW
64
Ashton Thomas Private Wealth
Arizona
$1.71M
KAS
65
Kestra Advisory Services
Texas
$1.62M
LWM
66
Lakeridge Wealth Management
Ohio
$1.56M
NS
67
NBC Securities
Alabama
$1.54M
SPIA
68
Steward Partners Investment Advisory
New York
$1.53M
WAM
69
Walker Asset Management
Missouri
$1.52M
PS
70
Principal Securities
Iowa
$1.48M
FIM
71
FWL Investment Management
Texas
$1.42M
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$1.38M
BFA
73
Beacon Financial Advisory
Ohio
$1.35M
SPI
74
Sutton Place Investors
New York
$1.31M
IA
75
Integrity Alliance
Iowa
$1.3M