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First Trust Institutional Preferred Securities and Income ETF

179 hedge funds and large institutions have $1.26B invested in First Trust Institutional Preferred Securities and Income ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 82 increasing their positions, 58 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
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
VW
51
Veridan Wealth
Oregon
$2.3M
WCM
52
Winebrenner Capital Management
Kentucky
$2.28M
PAS
53
Park Avenue Securities
New York
$2.17M
SPI
54
Sutton Place Investors
New York
$2.17M
KWM
55
Keebeck Wealth Management
Illinois
$2.05M
FAIM
56
Financial Advocates Investment Management
Washington
$2.02M
Focus Partners Wealth
57
Focus Partners Wealth
Massachusetts
$1.9M
ML
58
McAdam LLC
Pennsylvania
$1.81M
Comerica Bank
59
Comerica Bank
Texas
$1.7M
WWM
60
Western Wealth Management
Colorado
$1.69M
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$1.58M
SPIA
62
Steward Partners Investment Advisory
New York
$1.54M
WAM
63
Walker Asset Management
Missouri
$1.54M
Envestnet Portfolio Solutions
64
Envestnet Portfolio Solutions
Illinois
$1.47M
P
65
&Partners
Tennessee
$1.46M
LWM
66
Lakeridge Wealth Management
Ohio
$1.45M
JIP
67
Jaffetilchin Investment Partners
Florida
$1.4M
NFG
68
Nations Financial Group
Iowa
$1.39M
VWA
69
Visionary Wealth Advisors
Illinois
$1.38M
SPC
70
Sigma Planning Corp
Michigan
$1.37M
FIM
71
FWL Investment Management
Texas
$1.37M
EWM
72
Empirical Wealth Management
Washington
$1.35M
PTP
73
Platform Technology Partners
New York
$1.31M
PGAM
74
Princeton Global Asset Management
New Jersey
$1.3M
PNC
75
Park National Corp
Ohio
$1.26M