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First Trust Institutional Preferred Securities and Income ETF

208 hedge funds and large institutions have $1.52B invested in First Trust Institutional Preferred Securities and Income ETF in 2026 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 88 increasing their positions, 65 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 65

8% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 26

3% more capital invested

Capital invested by funds: $1.47B → $1.52B (+$48.7M)

1% less funds holding

Funds holding: 211208 (-3)

1.55% less ownership

Funds ownership: 80.77%79.22% (-1.5%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
208
Holders Change
-3
Holders Change %
-1.42%
% of All Funds
2.56%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
28
Increased
88
Reduced
65
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$2.3M +$309K +15,925 +15%
Focus Partners Wealth
52
Focus Partners Wealth
Massachusetts
$2.29M -$1.53K -79 -0.1%
KWM
53
Keebeck Wealth Management
Illinois
$2.23M +$149K +7,680 +7%
WCM
54
Winebrenner Capital Management
Kentucky
$2.22M -$30.8K -1,588 -1%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$2.16M +$262K +13,530 +14%
NFG
56
Nations Financial Group
Iowa
$2.12M -$28.3K -1,460 -1%
BFG
57
Beacon Financial Group
Texas
$2.04M -$77.3K -3,991 -4%
SWM
58
StoneCrest Wealth Management
Arizona
$2.01M -$5.85K -302 -0.3%
TBF
59
True Blue Financial
Michigan
$1.97M -$152K -7,837 -7%
VWA
60
Visionary Wealth Advisors
Illinois
$1.97M +$130K +6,719 +7%
ATPW
61
Ashton Thomas Private Wealth
Arizona
$1.73M -$28.1K -1,451 -2%
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$1.71M +$1.75M +90,174 New
SPIA
63
Steward Partners Investment Advisory
New York
$1.52M -$12.3K -636 -0.8%
JWCA
64
J.W. Cole Advisors
Florida
$1.51M -$1.79M -92,388 -54%
MWA
65
Merkkuri Wealth Advisors
New York
$1.46M -$23.6K -1,216 -2%
WAM
66
Walker Asset Management
Missouri
$1.45M
IPAM
67
Investment Partners Asset Management
New Jersey
$1.42M +$605K +31,226 +72%
FIM
68
FWL Investment Management
Texas
$1.39M +$42.2K +2,176 +3%
LWM
69
Lakeridge Wealth Management
Ohio
$1.39M -$106K -5,475 -7%
JIP
70
Jaffetilchin Investment Partners
Florida
$1.37M -$20.6K -1,063 -1%
SPI
71
Sutton Place Investors
New York
$1.32M +$15K +773 +1%
WS
72
Wedbush Securities
California
$1.31M -$842K -43,469 -39%
SPC
73
Sigma Planning Corp
Michigan
$1.28M +$47.3K +2,441 +4%
PTP
74
Platform Technology Partners
New York
$1.26M +$37.9K +1,956 +3%
RBFC
75
Roman Butler Fullerton & Co
Missouri
$1.21M