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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
SPC
76
Sigma Planning Corp
Michigan
$1.27M
EWM
77
Empirical Wealth Management
Washington
$1.26M
PGAM
78
Princeton Global Asset Management
New Jersey
$1.26M
JIP
79
Jaffetilchin Investment Partners
Florida
$1.26M
TNBTD
80
Trustmark National Bank Trust Department
Mississippi
$1.16M
FA
81
Flagstar Advisors
New York
$1.11M
IAN
82
Integrated Advisors Network
Texas
$1.11M
SWM
83
Shelton Wealth Management
Texas
$1.09M
PTP
84
Platform Technology Partners
New York
$1.09M
SCA
85
Snowden Capital Advisors
New York
$1.08M
SOS
86
Silver Oak Securities
Tennessee
$1.03M
KPWS
87
Kestra Private Wealth Services
Texas
$1.03M
WWM
88
Western Wealth Management
Colorado
$1.01M
MFG
89
Magnus Financial Group
New York
$990K
UCMOK
90
United Capital Management of KS
Kansas
$984K
Envestnet Portfolio Solutions
91
Envestnet Portfolio Solutions
Illinois
$967K
SG
92
StoneX Group
New York
$949K
TPWA
93
Twin Peaks Wealth Advisors
California
$943K
RDFA
94
Ritter Daniher Financial Advisory
Ohio
$941K
PAS
95
Park Avenue Securities
New York
$940K
WW
96
Winnow Wealth
Texas
$828K
Creative Planning
97
Creative Planning
Kansas
$810K
WAP
98
Wealthcare Advisory Partners
Pennsylvania
$788K
SA
99
Sovran Advisors
California
$787K
FTS
100
Fifth Third Securities
Ohio
$783K